Pitching suffers when enquiries sit unanswered. The new business agent reads each inbound enquiry, asks the questions you would ask, and sorts it against your own criteria for budget, services and timing. Good fits go to a person with a short summary. Poor fits get a polite reply or a referral, according to rules you write. You set the voice for these replies. A first response from your agency should sound like your agency, so we write it from your own past emails, not a generic sales template.
For good fits, the agent drafts a proposal from your past wins and your standard scope language. A senior person edits and sends it, because pricing and promises are yours to decide. Afterwards the agent follows up on a schedule you set, and stops as soon as the lead replies or your team marks it closed.
Gather three or four proposals that won, your ideal client profile and a list of work you turn down. If you close only a handful of deals a year by personal introduction, this agent adds little. It earns its place when enquiries arrive weekly and follow-up slips.
Measure response time, share of leads followed up, and proposals sent per week. Agree who owns a lead once it is qualified. The agent hands over a clear summary, the full thread and a draft reply, so the person picking it up does not have to start from the beginning.
No. The agent works with the system you have. We only add aicrmz where you have nothing suitable.