Sales, client service & retention

Win customers. Deliver great service. Keep them longer.

Each conversation is part of a relationship. Give your AI business context that can support the next step, rather than starting again in another application.

  1. 01Find potential customersLive
  2. 02Progress sales opportunitiesComing soon
  3. 03Prepare proposalComing soon
  4. 04Collect client informationComing soon
  5. 05Retain & growComing soon
  6. 06Request advocacyComing soon

Start with The Prospector. Add more support across the customer relationship as other agents launch.

From an enquiry to an ongoing client.

Find suitable customers with The Prospector. Explore how the team supports the next steps.

The Prospector researches potential customers and prepares outreach for review. More agents are coming soon.

You choose the next step and review external actions.

Know who to reach out to next.

Tell your AI who you sell to. Prospector finds companies that fit, shows why they made the shortlist, and drafts outreach for you to review.

B2B startups, marketing & creative agencies, and consultants

Live

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Know who to contact next—and why.

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Then ask your AI
“Use The Prospector to help me find potential customers. Ask what I sell and who I want to reach, then research a small first batch. Show why each company fits and what I should verify. Do not contact anyone.”

See an example ↗

Know which open sales conversations to follow up today.

Find the conversations worth following up. Give your AI the context to help turn them into customers.

Consultants, agencies and relationship-led service businesses

Stop chasing clients for the information you need.

Collect answers, documents and approvals. Keep track of what is still missing, even when it arrives in fragments.

Agencies, freelancers and service businesses onboarding clients

Turn agreed scope into a proposal ready to review.

Prepare a clear service offer and a client-ready PDF with your own AI. Review the scope, options and totals before anything leaves your hands.

Agencies and consultants preparing service proposals

Customer success

The Retainer

Make the value clear before renewal comes around.

Review client outcomes, spot relationship risks and prepare the next conversation.

Agencies and consultancies managing ongoing client work

Customer success

The Advocate

Turn a good client outcome into credible proof.

Collect testimonials and prepare customer stories with clear approval and permission.

Service businesses with documented customer wins