The Business Development Agent works the prospect list, sends outreach, chases follow-ups and drafts proposals, so recruiters stay with current clients.
AgentWorks Studio Blog — articles by industry
The Referral Agent logs each referral to its source, sends thank-yous and status notes, and keeps CPAs and attorneys in touch so advisors meet prospects.
The Business Development Agent ranks prospects by hiring signals, runs steady outreach, tracks follow-ups and drafts proposals, so owners serve clients.
The RFP Agent drafts proposals from discovery notes, pulls case studies, updates bios, and builds SOWs—freeing partners to focus on positioning and pricing.