Research target companies, organise prospect evidence and prepare a focused outreach list.
Prospecting takes hours of fragmented research and produces inconsistent lists.
Business Development Agent turns an agreed target profile into a reviewable research queue. It gathers evidence from approved public sources, applies fit rules and prepares records for a salesperson to prioritise.
A reviewable prospect queue based on agreed market and fit criteria.
Begin with a bounded process where source information, decisions and exceptions can be clearly defined.
Identify organisations that match approved sector, size, territory or technology criteria.
Summarise relevant public evidence with source links for sales preparation.
Format approved prospects and research fields for a controlled CRM handoff.
Routine processing is automated while decisions and exceptions remain visible.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Configured around approved data, business rules and an accountable review point.
Sales owners approve prospects, priorities and all outreach.
A pilot begins with one territory and a narrow ideal customer profile. FreedomX agrees permitted sources, exclusion rules and CRM fields, then compares agent findings with sales-team judgement before scaling volume.
FreedomX configures and manages the workflow. Customer-designated owners retain final authority over sensitive actions and business decisions.
The answers shape scope, integration effort and the level of human control.
The recommended starting design prepares research and records. Sales owners approve prospects, messaging and outreach.
Only sources approved for the project. Each record should preserve enough source context for a person to verify it.
We begin with the process owner, a representative set of target profile, approved public sources, territory rules, the current workflow and the decisions that must remain with people. Discovery confirms the exact data, permissions and integration boundary before a pilot is proposed.
The pilot establishes a baseline and tracks practical measures such as research time per qualified account, sales acceptance rate of prepared prospects, completeness of required crm fields. FreedomX reviews quality, exceptions and human intervention before recommending a wider rollout.
Use these practical guides to define the use case, controls and evidence required for a responsible pilot.
AI agent guide
Understand how an agent differs from a chatbot or fixed automation.
Read the guidePilot planning
Compare candidate processes using value, data readiness, risk and measurement.
Use the five testsDeployment readiness
Review ownership, permissions, human approval and monitoring before launch.
Open the checklist