Forward to: BD Team

Business Development
Intelligence Workflows

Ten agent workflows for the BD Team — deal pipeline monitoring, cross-sell opportunity detection, client expansion signals, relationship mapping intelligence, account planning analytics, proposal win-rate optimization, strategic account monitoring, partnership opportunity identification, referral tracking, and revenue acceleration — enabling data-driven business development.

1Strategic Account Monitoring

AI agent continuously monitors top client domains for expansion signals — M&A activity, new business lines, leadership changes, and budget announcements that create engagement opportunities.

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Monitor Strategic Accounts
/investors/press/leadership/careersOpenPageRank
STRATEGIC ACCOUNT INTELLIGENCE — TOP 50 CLIENTS ════════════════════════════════════════════════════════ megabank.com — Current revenue: $8.2M/yr /investors: FY2026 tech budget: $4.2B approved /press: Acquiring retail banking platform — $1.2B deal /careers: +45% technology hiring in Q1 EXPANSION: M&A integration + tech advisory — $12M potential globalinsurer.com — Current revenue: $5.4M/yr /press: Entering 4 new European markets /leadership: New Chief Digital Officer appointed EXPANSION: Digital transformation + market entry — $8M potential pharmagroup.com — Current revenue: $3.1M/yr /press: Restructuring announced — 15% workforce reduction RISK: Existing engagement may be impacted by cost cuts

2Deal Pipeline Acceleration

AI agent monitors prospect engagement signals to score pipeline opportunities, identify stalled deals, and recommend actions to accelerate deal velocity.

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Accelerate Deal Pipeline
/press/investors/careersIAB Categories
PIPELINE ACCELERATION INTELLIGENCE ════════════════════════════════════════════════════════ STALLED DEALS (No activity 30+ days): techstartup.io — $2.4M proposal pending /press: New funding round — $50M Series C SIGNAL: Fresh funding = budget unlocked — re-engage now manufacturingco.com — $4.8M proposal pending /leadership: Decision-maker changed roles internally SIGNAL: Champion moved — need new sponsor. Contact new VP Ops ACCELERATION OPPORTUNITIES: Stalled deals reactivated: 8 this month Pipeline velocity improvement: +18% from signal-based actions Average deal cycle: 68 days (down from 82)

3Proposal Win-Rate Optimization

AI agent analyzes proposal outcomes against competitor and client domain intelligence to identify winning patterns and improve proposal quality.

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Optimize Win Rates
/products/case-studies/pressOpenPageRank
PROPOSAL WIN-RATE ANALYTICS ════════════════════════════════════════════════════════ WIN RATE BY CATEGORY: Solo-source: 72% | Competitive bid: 24% Existing client: 58% | New client: 18% Government: 22% | Private sector: 32% WIN DRIVERS (from domain intelligence): Proposals citing client-specific signals: +15% win rate Proposals with industry benchmarking: +12% win rate Proposals addressing competitor weaknesses: +18% win rate RECOMMENDED IMPROVEMENTS: Include domain intelligence in every proposal: Est. +14% overall win rate Personalize based on client /press signals: Est. +8% improvement

4Relationship Mapping & CRM Enrichment

AI agent enriches CRM data with domain intelligence — mapping decision-makers, identifying relationship connections, and scoring account engagement health.

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Enrich Account Intelligence
/leadership/about/partnersOpenPageRank
RELATIONSHIP MAP — TARGET ACCOUNT ════════════════════════════════════════════════════════ fortuneenterprise.com /leadership: 14 C-suite executives mapped Known relationships: CEO — Met at Davos 2025 (partner relationship) CFO — Former client at previous firm (warm) CTO — No relationship (gap) COO — Alumni connection (indirect warm) Key influencers: VP Digital — Budget holder for tech spend VP Procurement — Vendor selection authority ENGAGEMENT HEALTH SCORE: 6.2/10 GAP: No CTO relationship — critical for AI advisory pitch ACTION: Request alumni intro to COO, ask for CTO connection

5Partnership & Alliance Opportunity Detection

AI agent monitors technology vendor and industry partner domains to identify co-selling opportunities, strategic alliances, and go-to-market partnership possibilities.

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Detect Partnership Opportunities
/partners/products/pressIAB Categories
PARTNERSHIP OPPORTUNITY INTELLIGENCE ════════════════════════════════════════════════════════ anthropic.com /partners: Launching consulting partner program /products: Enterprise AI deployment — needs implementation partners OPPORTUNITY: Premier consulting partner for Claude Enterprise databricks.com /partners: Expanding advisory partner ecosystem /press: Growing faster than consulting capacity allows OPPORTUNITY: Co-sell data analytics advisory services salesforce.com /partners: Seeking industry-specific implementation partners /products: Einstein AI expansion requires consulting support OPPORTUNITY: Vertical-specific Salesforce implementation PARTNERSHIP PIPELINE: Active opportunities: 12 tech vendors seeking partners Estimated co-sell revenue: $25M annually

6Industry Vertical Deep Dives

AI agent generates industry-specific intelligence by monitoring vertical-specific domains, regulations, and market dynamics to support industry-focused business development.

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Generate Industry Intelligence
/press/investors/complianceIAB Categories
FINANCIAL SERVICES VERTICAL — BD INTELLIGENCE ════════════════════════════════════════════════════════ MARKET DRIVERS: Basel IV implementation: $8B consulting opportunity globally AI risk management: Regulatory focus creating demand Open banking: Platform consulting demand growing TOP PROSPECTS: regionalbank.com: Basel IV readiness — $4M opportunity fintechleader.com: Scaling compliance — $2.5M opportunity wealthmanager.com: Digital transformation — $6M opportunity COMPETITOR WINS IN VERTICAL (90 days): McKinsey: 3 deals ($14M) | Deloitte: 5 deals ($22M) Our wins: 1 deal ($3M) — below target

7Event-Based BD Triggers

AI agent detects events that trigger consulting demand — M&A announcements, regulatory changes, leadership transitions, IPO filings, and restructurings.

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Detect BD Trigger Events
/press/investors/leadershipOpenPageRank
BD TRIGGER EVENT DETECTION — THIS WEEK ════════════════════════════════════════════════════════ M&A TRIGGERS: techcorp.com: Acquiring competitor for $3.2B Need: Integration advisory, synergy assessment ESTIMATED VALUE: $8-12M engagement REGULATORY TRIGGERS: sec.gov: New AI disclosure requirements proposed Impact: All public companies need compliance advisory ESTIMATED MARKET: $2B across industry RESTRUCTURING TRIGGERS: conglomerate.com: Announced portfolio separation Need: Carve-out advisory, standalone operating model ESTIMATED VALUE: $15-20M engagement TRIGGER EVENTS THIS WEEK: 14 detected

8Pricing Strategy Intelligence

AI agent monitors market pricing dynamics to optimize engagement pricing — analyzing competitor rates, client budgets, and value perception to maximize revenue.

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Optimize Pricing Strategy
/pricing/investors/pressOpenPageRank
PRICING OPTIMIZATION INTELLIGENCE ════════════════════════════════════════════════════════ VALUE-BASED PRICING OPPORTUNITIES: AI implementation projects: Client ROI 5-10x our fees OPPORTUNITY: Shift from hourly to outcome-based — +25% revenue M&A advisory: Value created far exceeds advisory fees OPPORTUNITY: Success fee component — +15% average deal value PRICING ANALYTICS: Avg deal size: $1.8M | Median: $1.2M Deals priced above market: 38% win rate Deals priced at market: 32% win rate Deals priced below market: 28% win rate (margin erosion) INSIGHT: Premium pricing wins equal or better — don't discount

9Client Retention Intelligence

AI agent monitors client health signals to detect retention risks early — tracking satisfaction indicators, competitive encroachment, and engagement wind-down signals.

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Detect Retention Risks
/press/careers/leadershipOpenPageRank
CLIENT RETENTION RISK INTELLIGENCE ════════════════════════════════════════════════════════ HIGH RETENTION RISK: longstandingclient.com — Revenue: $4.5M/yr /leadership: Our champion (CFO) departed /press: "Reviewing all consulting relationships" /careers: Hiring internal strategy team RISK SCORE: 8.2/10 — Immediate action required ACTION: Schedule CEO-to-CEO meeting within 1 week MODERATE RISK: growthtechclient.com — Revenue: $2.8M/yr /press: Competitor BCG won adjacent engagement RISK: Competitor establishing beachhead at our client RETENTION SUMMARY: At-risk revenue: $12M across 4 accounts Proactive retention actions: 8 interventions this month

10BD Intelligence Dashboard

AI agent synthesizes all BD intelligence into an executive dashboard — providing leadership with pipeline visibility, account health, and revenue growth analytics.

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Generate BD Dashboard
/investors/press/careersOpenPageRankIAB Categories
BD DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ PIPELINE: Total weighted pipeline: $60M Win rate (12-month): 28% (target: 32%) Average deal size: $1.8M ACCOUNTS: Strategic accounts: 50 | At-risk: 4 Expansion opportunities: 34 across 18 clients Cross-sell pipeline: $28M estimated
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Generate BD Report

Business Development Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Strategic accounts monitored: 50 domains Pipeline: $60M weighted across 46 opportunities At-risk accounts: 4 ($12M revenue at risk) BD trigger events: 14 detected this week KEY INSIGHTS Strategic account expansion opportunities total $28M across 18 clients. Four accounts at retention risk requiring immediate intervention. Proposal win rates improve 14% when domain intelligence is included. Technology partnerships represent $25M annual co-sell opportunity. Recommend prioritizing event-based triggers for fastest pipeline conversion.
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