AI Employees for B2B Services

AI Employees for B2B Services
Automate Proposals, Follow-Ups, and Client Ops

Your senior people spend 30% of their time on admin that does not require their expertise. AI employees handle lead qualification, proposal drafting, and client onboarding so your team focuses on delivery and relationships.

2-week deployment
CRM + PM integration
70% faster proposals

The B2B Services Bottleneck

Slow follow-up kills deals

A prospect fills out your contact form. Three days later someone responds. The prospect has already picked a competitor who replied in an hour.

Proposals take too long to draft

Every proposal is custom but 80% of the content is the same. Your team spends hours reformatting instead of selling.

Client onboarding is inconsistent

Different PMs run different processes. Some clients get a great experience. Others wait two weeks for a kickoff email.

Senior people do junior work

Partners and directors spend 30% of their time on admin tasks that do not require their expertise or billing rate.

What Your AI Employee Handles

Qualify inbound leads with custom scoring based on company size, budget, and service fit
Draft proposals and SOWs from templates, pre-filled with prospect data and project requirements
Automated follow-up sequences after proposals, meetings, and milestones with personalized messaging
Client onboarding workflows: kickoff scheduling, document collection, access provisioning
Pipeline reporting with deal stage tracking, close probability, and revenue forecasting
Client health monitoring that flags engagement drops and renewal risks before they escalate

Results B2B Firms See

70%

Faster Proposal Delivery

Hours instead of days

2.5x

More Qualified Meetings

AI pre-qualifies every inquiry

50%

Less Onboarding Admin

Automated workflows handle the routine

$5,200+

Monthly Savings

Senior time reclaimed + fewer lost deals

Frequently Asked Questions

Free Estimate in 2 Minutes

50+ products shipped$10M+ funding raised2-week delivery

Already know your scope? Book an AI Employee Fit Call

Build Your First AI Employee