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Bob: Business Opportunity Builder Agent
A managed AI business-development agent for founder-led boutique firms where the next client is already somewhere in the network. 171 executives contacted, 37% replied, 16 meetings in about 7 weeks.
Bob operating contract
What Bob is allowed to do.
This plain block gives humans, Google Search, and browser agents the same stable facts: role, inputs, outputs, approval gate, and next action.
- Role
- Bob: Business Opportunity Builder Agent
- For
- Boutique consulting and advisory firms with founder-led business development
- Inputs
- Approved company context, meetings, documents, workflow notes, and relevant operational systems.
- Outputs
- Network activation, Opportunity scoring, Outreach preparation, Meeting briefs, Follow-up tracking
- Human approval
- External sends, finance moves, sensitive decisions, and client-affecting actions require a human gate by default.
- Evaluation
- Outputs are sampled against a rubric and improved from accepted drafts, corrections, rejected recommendations, and outcomes.
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.
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
The agent prepares, prioritizes, and drafts. Humans approve external action.
Improve from outcomes
Accepted drafts, rejected angles, replies, meetings, and revenue attribution improve the agent.
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 and calendar context, network notes, target lists, and approved positioning. Access expands only when the loop proves value.
What does Bob cost?
Bob ships with AI Jungle OS plans, or runs fully managed through the agency where scope and price are quoted after the assessment.
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.
Start with the assessment