Forward to: Business Development

Client Acquisition
Intelligence Workflows

Ten agent workflows for the Business Development team — prospect identification, client need detection, RFP monitoring, engagement opportunity scoring, industry event tracking, decision-maker mapping, budget cycle intelligence, competitive displacement signals, referral network analysis, and pipeline acceleration — enabling data-driven client acquisition powered by comprehensive domain intelligence.

1Prospect Company Identification

AI agent monitors potential client company domains to identify firms showing buying signals — new leadership hires, expansion announcements, technology investments, and consulting RFP postings.

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Detect High-Intent Prospect Signals
/careers/press/about/leadershipOpenPageRank
PROSPECT INTELLIGENCE — 2,400 COMPANIES TRACKED ════════════════════════════════════════════════════════ acmemanufacturing.com /press: Announced $500M digital transformation initiative /careers: +62% technology leadership postings /leadership: New CTO hired from McKinsey SIGNAL: High-intent prospect — digital transformation budget confirmed globalpharmacorp.com /press: FDA approval for 3 new drugs — scaling operations /careers: Hiring VP of Operations, Director of Supply Chain /about: Revenue grew 34% YoY SIGNAL: Growth-stage company — operations consulting opportunity midwestfinancialgroup.com /press: Regulatory audit findings published /careers: Compliance officer and risk manager positions open SIGNAL: Compliance remediation need — regulatory consulting opportunity

2RFP & Procurement Monitoring

AI agent tracks procurement and RFP pages across target companies and government agencies to identify active consulting, advisory, and professional services opportunities before competitors.

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Monitor Active RFP Opportunities
/products/press/contactIAB Categories
RFP TRACKING — 340 ACTIVE OPPORTUNITIES ════════════════════════════════════════════════════════ sam.gov — Federal Procurement /products: RFP-2026-DOD-4421 — IT Modernization Advisory Estimated value: $12-18M | Deadline: Mar 15, 2026 MATCH: 94% alignment with our federal practice capabilities procurement.nyc.gov /products: Strategic consulting for city digitization program Value: $8M | Response deadline: Apr 1, 2026 SIGNAL: New listing — 48 hours old, low competitor awareness techconglomerate.com /contact: New procurement portal launched /press: Seeking external strategy advisory for M&A SIGNAL: Private sector RFP — relationship-based entry needed

3Decision-Maker Mapping

AI agent monitors leadership and team pages across target accounts to map decision-makers, identify champions, detect organizational changes, and track executive movements that create engagement windows.

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Map Key Decision-Makers
/leadership/about/press/eventsOpenPageRank
DECISION-MAKER INTELLIGENCE ════════════════════════════════════════════════════════ fortuneenterprise.com /leadership: New CFO appointed — Sarah Chen (ex-Deloitte partner) /press: CFO quoted: "Seeking external advisory for cost optimization" SIGNAL: Former Big 4 executive — warm introduction possible ACTION: Leverage alumni network for introduction within 30 days healthsystemsinc.com /leadership: CIO role vacant — interim appointed /about: Board approved $200M technology investment SIGNAL: Leadership vacuum + budget — high-value window EXECUTIVE MOVEMENT SUMMARY: New C-suite appointments tracked: 47 this month Former clients in new roles: 12 warm leads Alumni at target companies: 89 potential champions

4Industry Event Intelligence

AI agent monitors conference, webinar, and industry event pages to identify speaking opportunities, networking targets, and competitor presence at key professional services events.

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Track Industry Events & Conferences
/events/blog/pressIAB Categories
EVENT INTELLIGENCE — Q1 2026 ════════════════════════════════════════════════════════ davos2026.weforum.org /events: 14 target company CEOs confirmed as speakers /press: Key themes: AI governance, climate adaptation SIGNAL: Schedule meetings with 6 priority prospects sxsw.com /events: Innovation track — 3 target companies presenting /blog: Registration open — early bird pricing OPPORTUNITY: Sponsor breakfast panel on digital transformation caboroundtable.com /events: Chief Advisory Board quarterly meeting /leadership: 22 C-suite attendees from Fortune 500 SIGNAL: Exclusive networking — submit speaker application

5Budget Cycle & Spending Intelligence

AI agent monitors investor relations and financial pages to track client budget cycles, capex/opex announcements, and spending patterns that indicate consulting budget availability.

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Track Client Budget Signals
/investors/press/aboutOpenPageRank
BUDGET CYCLE INTELLIGENCE ════════════════════════════════════════════════════════ megabank.com /investors: FY2026 budget approved — $4.2B technology spend /press: "Strategic consulting partnerships" mentioned 3 times SIGNAL: $4.2B tech budget — consulting allocation est. $180M retailgiant.com /investors: Q4 earnings beat — raised 2026 guidance /press: Expanding into 3 new international markets SIGNAL: Surplus budget + expansion = market entry consulting need energymajor.com /investors: Capex cut 15% — cost reduction program announced /press: Hiring freeze except for compliance roles SIGNAL: Cost-cutting — position for efficiency consulting, not growth

6Competitive Displacement Detection

AI agent monitors target accounts for signs of dissatisfaction with incumbent consultants — contract expirations, vendor reviews, negative press about current advisors, and re-procurement signals.

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Detect Displacement Opportunities
/press/careers/contactOpenPageRank
DISPLACEMENT SIGNAL DETECTION ════════════════════════════════════════════════════════ HIGH-PROBABILITY DISPLACEMENT TARGETS: techcorp.com /press: "Reviewing all consulting relationships" — CEO quote /careers: Hired internal strategy team — reducing dependency /contact: New procurement portal — vendor re-registration required SIGNAL: Incumbent review underway — 85% displacement probability insurancegroup.com /press: Audit found incumbent overcharges — $4M settlement SIGNAL: Trust breach — immediate engagement window DISPLACEMENT PIPELINE: Active displacement targets: 18 accounts Incumbent contract expirations (90 days): 7 accounts Estimated addressable revenue: $45M

7Referral Network Analysis

AI agent maps referral networks by tracking partner and alliance pages, board memberships, alumni networks, and professional associations to identify warm introduction paths to target accounts.

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Map Referral Pathways
/partners/leadership/aboutIAB Categories
REFERRAL NETWORK INTELLIGENCE ════════════════════════════════════════════════════════ targetaccount.com — Priority prospect ($20M opportunity) /leadership: Board member also serves on our client's board /partners: Shared technology partner with our firm PATHWAY: 2 warm introduction routes identified Best path: Board connection via existing client CEO growthstartup.io — Series C, scaling operations /about: Founded by alumni of our firm /leadership: CFO previously worked at our client company PATHWAY: Alumni + client network = direct warm intro NETWORK SUMMARY: Referral pathways mapped: 234 accounts Average connection distance: 1.8 degrees Warm intros facilitated this quarter: 28

8Cross-Sell Opportunity Detection

AI agent monitors existing client domains to detect expansion opportunities — new business units, acquisitions, regulatory changes, and strategic shifts that create additional engagement opportunities.

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Detect Client Expansion Signals
/press/investors/careers/products
CROSS-SELL INTELLIGENCE — EXISTING CLIENTS ════════════════════════════════════════════════════════ currentclient.com — Current: Tax advisory ($2M/yr) /press: Acquiring European competitor for $800M /careers: Hiring M&A integration manager, EU compliance CROSS-SELL: M&A integration + EU regulatory advisory Estimated additional revenue: $5-8M techclient.com — Current: Audit ($1.5M/yr) /products: Launching AI platform — new business line /press: Seeking ISO 27001 and SOC 2 certification CROSS-SELL: Cybersecurity advisory + compliance consulting CROSS-SELL PIPELINE: Active opportunities: 34 across 18 clients Estimated additional revenue: $28M annually

9Market Entry & Expansion Intelligence

AI agent monitors companies entering new markets or geographies to identify firms that need market entry consulting, regulatory guidance, and operational setup advisory services.

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Track Market Entry Signals
/press/about/careersCountries
MARKET ENTRY INTELLIGENCE ════════════════════════════════════════════════════════ usstartup.com — US SaaS company /press: European expansion announced — Germany and UK first /careers: Hiring in London and Berlin — 40+ positions /about: Country pages added for .de and .co.uk domains SIGNAL: EU market entry — needs regulatory, tax, HR consulting asiaretailer.com /press: US market entry via e-commerce + 3 flagship stores /careers: Hiring US-based supply chain and marketing teams SIGNAL: US market entry — needs entity setup, compliance advisory MARKET ENTRY PIPELINE: Companies entering new markets: 67 tracked Advisory opportunity value: $35M estimated

10Client Acquisition Dashboard

AI agent synthesizes all client acquisition intelligence into an executive dashboard — providing BD leadership with real-time pipeline visibility, prospect scoring, and actionable engagement recommendations.

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Generate Acquisition Intelligence Dashboard
/investors/press/careersOpenPageRankIAB Categories
CLIENT ACQUISITION DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ PIPELINE SUMMARY: Prospects tracked: 2,400 companies High-intent signals: 47 this month Active RFPs: 340 opportunities Warm introductions available: 234 pathways TOP OPPORTUNITIES: 1. Acme Manufacturing — Digital transformation ($15M) 2. Global Pharma Corp — Operations scaling ($8M) 3. Federal IT Modernization — Advisory ($18M) CONVERSION METRICS: Signal-to-meeting rate: 34% Meeting-to-proposal rate: 62% Win rate on domain-sourced leads: 28% (vs 18% baseline)
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Generate Client Acquisition Report

Client Acquisition Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Prospect companies tracked: 2,400 domains High-intent signals detected: 47 this month Active RFP opportunities: 340 worth $890M Cross-sell opportunities: 34 across 18 clients KEY INSIGHTS Digital transformation budgets surging across manufacturing sector. Three federal RFPs align with practice capabilities. Executive movement at 12 companies creates warm introduction windows. Competitive displacement signals detected at 18 accounts worth an estimated $45M in addressable revenue.
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