Available now · commercial wedge
Bob: Business Opportunity Builder Agent
A managed AI business-development agent for founder-led boutique consulting firms where the next client is already somewhere in the network.
Your next client is probably already in reach. The follow-up system is not.
Founder-led firms run on relationship capital. Opportunities appear in old emails, calls, LinkedIn threads, partner networks, market signals, and half-finished follow-ups. Bob turns that scattered context into a managed operating rhythm.
- ·Network intelligence is spread across inboxes, CRMs, notes, and memory.
- ·High-value prospects are touched once, then forgotten for months.
- ·Partners need briefing, suggested angles, and follow-up drafts, not another dashboard.
Network activation
Surfaces people, companies, and relationship paths that deserve renewed attention.
Opportunity scoring
Ranks targets by fit, timing, relationship strength, and commercial potential.
Outreach preparation
Drafts context-aware messages for human approval before anything leaves the firm.
Meeting briefs
Prepares partner-ready notes before calls, including context, risks, and next questions.
Follow-up tracking
Keeps promises, next steps, and stalled threads visible until they are closed or killed.
Pipeline intelligence
Turns live activity into a weekly business-development brief.
Attribution log
Tracks Bob-attributed introductions, meetings, proposals, and revenue events.
Audit the relationship system
Map where opportunities live today: inbox, CRM, LinkedIn, calendar, documents, and partner memory.
Build the first opportunity loop
Define target segments, signal sources, scoring rules, approval gates, and reporting cadence.
Operate with human approval
Bob prepares, prioritizes, and drafts. Humans approve external action.
Improve from outcomes
Accepted drafts, rejected angles, replies, meetings, and revenue attribution improve the client agent and the AIJ playbook.
Starting model for qualified pilots. Attribution rules are agreed before launch and reviewed with the client.
Managed, not self-serve. A MAIDA agent is a Managed Artificial Intelligence Digital Agent: built around your data, your process, your approval gates, and your commercial outcome.
Double self-improvement loop. Client corrections improve the client agent. Patterns across deployments improve AI Jungle templates and playbooks without leaking client data.
Human approval by default. External messages, financial actions, and sensitive decisions stay gated by people unless the client explicitly changes the operating policy.
Does Bob send messages automatically?
No. The default posture is human-approved external action. Bob prepares, prioritizes, briefs, and drafts; the firm stays in control.
What data does Bob need?
Start narrow: CRM exports, selected inbox/calendar context, LinkedIn/network notes, target lists, and approved service positioning. Access expands only when the operating loop proves value.
Who is Bob best for?
Boutique consulting and advisory firms with high-ticket B2B work, long relationship cycles, and founder-led business development.
Why revenue share?
Because Bob should be measured on business outcomes, not token usage. Setup and retainer cover managed operation; revenue share aligns upside.
Start with the workflow where AI can create visible leverage.
We will tell you if Bob is the right first agent, or if another workflow should come first.
Book a Bob Opportunity Audit →