Spend Less Time Finding Clients. More Time Delivering Value.

Consulting Prospect Finder

Your expertise fits a narrow set of organizations, and you need to find them.

Runs a saved search for your target profile and ranks results by fit. On Gold and Platinum, Agent Studio can build a custom agent from your website's services.

Example input

Regional healthcare systems and physician groups, 500–5,000 employees

Expected output

Matching organizations with decision-makers

Built with: Saved search + fit scoring; Agent Studio (Gold and above)

Executive Decision-Maker Finder

Engagements are bought by executives who are hard to reach cold.

Finds executives by title and flags people who are new in their role, often a window for outside help.

Example input

CFO, COO, VP Operations, newly appointed in the last 90 days

Expected output

Named executives with verified work emails

Built with: Title + new-in-role filters (decision-maker search on paid plans)

Industry Opportunity Research Agent

Good outreach starts with a reason to talk now.

Surfaces companies with growth, funding or leadership changes and researches each one, citing sources, before outreach.

Example input

Recently funded companies in your sector

Expected output

Research notes and a suggested angle per prospect

Built with: Buying-signal filters + AI research

Researches individual prospects from public sources. It doesn't monitor industry news or market reports for you.

Consulting Outreach Agent

Partners don't have time to write every first note.

Drafts outreach in your voice from research with sources, so the partner edits instead of starting from scratch, and runs follow-ups that stop on reply.

Example input

Executive + the service line and insight you want to lead with

Expected output

A draft email or video script and a follow-up sequence

Built with: AI research and pitch + sequences (paid plans)