New Business Intake Agent
Takes every inbound brief, qualifies the strategic fit and books a credentials conversation — new business pipeline without the manual triage.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Takes every inbound brief, qualifies the strategic fit and books a credentials conversation — continuously, in your systems, in your tone.
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.
How it works
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.
- Inbound received — New Business · all channels
- Classify & score — Pitches · intent · urgency
- Match owner or path — Team · queue · self-serve
- Deliver with context — Summary attached · SLA set
- Ambiguous case — Routed to lead for review
What it can deliver
- New Business
- Pitches
- Routed items
- Priority tags
Potential integrations
New Business · Pitches · HubSpot · Salesforce · Slack · LinkedIn
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset