New Business Intake Agent
Takes every inbound brief, qualifies the strategic fit and books a credentials conversation — continuously, in your systems, in your tone.
New Business Intake Agent
Takes every inbound brief, qualifies the strategic fit and books a credentials conversation — new business pipeline without the manual triage.
Growth & CRM
The problem
What this agent takes off your plate
In your operation, takes every inbound brief, qualifies the strategic fit and books a credentials conversation — new business pipeline without the manual triage — but doing it manually does not scale. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Takes every inbound brief
- qualifies the strategic fit and books a credentials conversation
- new business pipeline without the manual triage.
- New Business handled automatically against your rules
How it works
From inbound to the right owner
New Business Intake connects to New Business, Pitches, HubSpot and your growth & crm stack. It reads your rules, brand voice and live data — then takes every inbound brief, qualifies the strategic fit and books a credentials conversation — new business pipeline without the manual triage. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Takes every inbound brief, qualifies the strategic fit and books a credentials conversation — new business pipeline without the manual triage.
Outcomes
- New Business Intake runs without manual handoffs
- undefined spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
