Pilot input
20–50 target accounts, ICP rules, cases, product materials, and brand voice.
DEW SALES AGENT
B2B Sales Research and Follow-up Agent
Research target companies, create account briefs, suggest outreach angles, and keep every qualified lead moving.
Discuss a sales-agent pilotWHAT YOU GET
Start with a real workflow and a measurable pilot.
Pilot output
Research cards, scoring, outreach drafts, follow-up tasks, and a lightweight pipeline view.
Safety default
Public facts keep their sources, scoring stays explainable, and the agent never sends campaigns by itself.
WHO THIS FITS
A useful engagement starts with the right problem.
Account-based B2B development
The account universe is limited and valuable enough to justify individual research.
International sales teams
Reps need context on overseas companies, roles, market events, and entry angles.
Follow-up loses momentum
Research, outreach, meeting notes, and next actions live in personal tools.
THE CURRENT GAP
What has to change before technology creates value.
Research is expensive
Reps spend hours across websites, news, and social profiles without a consistent account brief.
Outreach sounds generic
Bulk copy lacks a specific reason connected to the account’s business.
No follow-up rhythm
After first contact there is no trigger, owner, or next-step cadence.
DELIVERY PROCESS
A controlled path from evidence to a running system.
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01 / Define the ICP
Set industry, size, region, triggers, exclusions, and scoring rules.
ICP rules · account list -
02 / Research accounts
Organize company, product, market, and problem signals from public sources.
Research cards · source links -
03 / Prepare outreach
Use relevant cases and account context to draft email or LinkedIn angles.
Drafts · personalization evidence -
04 / Manage follow-up
Track replies, meetings, objections, and next actions and feed the language back into the site.
Task queue · feedback tags
ACCEPTANCE
Define success before expanding scope.
Verifiable research
Important facts retain public sources and uncertainty is labeled.
Explainable scoring
Sales understands why an account is prioritized or excluded.
Human-owned outreach
The agent prepares context and copy; sales decides what to send.
BOUNDARIES
What this engagement does and does not promise.
No indiscriminate campaigns
The goal is useful account research and relevant preparation, not spam.
No restricted personal-data collection
Public information still requires platform, privacy, and legal compliance.
No replacement for sales judgment
Relationships, pricing, commitments, and negotiation remain human work.
FAQ
Questions teams ask before starting.
How many accounts fit a pilot?
A pilot usually starts with 20–50 high-value accounts to test research and scoring usefulness.
Can it find contacts automatically?
It can assist with compliant public research but cannot guarantee every contact is current or usable.
Can it send outbound automatically?
Not by default. Relevance, brand risk, and sales approval matter more than volume.
How does feedback improve the website?
Questions, objections, buyer language, and proof become page, FAQ, case, and product-backlog inputs.