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AI & BD enablement · the services arm

Run it for you, where the return is measurable

For firms without a dedicated business development team or a defined outbound process, PivotSense SMEs can run your outbound motions on your behalf, with the platform as the engine that drives consistency, scale, and results. Add AI enablement to your engagement and let us help you amplify your team, strengthen your sales operations, and deliver proven outcomes with measurable ROI.

Managed BD

Meetings on your calendar, run for you

The signal intelligence of the PivotSense App paired with people who do the work. Structured as a monthly retainer, a performance fee, or a blend, and reported as signal-to-meeting and meeting-to-close every month. Every reply, rating, and meeting feeds back into the app, so what it infers about your buyers sharpens with each cycle.

See the managed tiers
  1. 01

    Strategy & planning

    Target verticals, ideal customer profile, positioning, priorities.

  2. 02

    Target lists

    Built and refreshed continuously in the PivotSense App.

  3. 03

    Persona-based outreach

    Email sequences written for the right decision-maker titles.

  4. 04

    Follow-up & appointment setting

    Responses managed, interest qualified, meetings booked.

  5. 05

    Close assistance

    Proposal development and deal support when you want it.

  6. 06

    Reporting & optimization

    Signal-to-meeting and meeting-to-close, refined every cycle, with what each interaction taught us folded back into the targeting.

Inference

Two kinds of inference, both working for you

The app does not only find. It infers, from two directions at once, and both get sharper the longer you run it.

From your interactions

What we learn from your customers over time

Every reply, rating, booked meeting, and lost deal is kept and read. Over time the app infers which signals, titles, and timing actually convert for you, and the targeting, the outreach, and the fit score move with it.

From the macro picture

What we help you decipher about the economy around you

Rates, employment, permits, rents, and sector indicators, read for your location, your industry, your customers, and your prospects. We help you infer what each reading means for who is about to buy, and what to do about it.

AI enablement

AI that survives contact with your actual data

Implemented inside the systems you already run, secured, and supported after launch. Governance and guardrails from day one, never as an afterthought.

Readiness & opportunity assessment

Workflows, data, tooling, and risk, turned into an ROI-ranked backlog of use cases.

Use-case design & pilots

Document processing, proposals, knowledge assistants, CRM automation, support triage.

Enterprise assistant rollout

Selection, provisioning, permissions, and change management, tied to your identity controls.

Support-desk & customer agents

Agents for internal IT support, customer service triage, and first-line response.

Workflow automation

Manual back-office processes redesigned and connected to your line-of-business systems.

Website design & optimization

AI-assisted rebuilds and content, with conversion and search performance measured.

Data, reporting & budgeting

Clean source data, dashboards, and AI-assisted forecasting and budget models.

Governance & guardrails

Acceptable use, data handling, vendor criteria, human review, and audit logging.

Training & adoption

Role-based training, prompt and workflow libraries, and internal champions.

How clients start

Start small. Each step earns the next.

A workshop qualifies the assessment. The assessment qualifies the pilot. The retainer keeps it improving.

Step 1 of 51–2 days
Quick-start workshop
Tool orientation and your first use cases, in one working session.
EarnsReadiness assessment
Two managed tiers

Pick how much we run

Firms without a sales team

Managed BD

Retainer · scoped

We run the outbound motion for you, with the app as the instrument: targeting, outreach, follow-up, and meetings booked.

  • Target lists built and refreshed in the app
  • Persona-based outreach and follow-up
  • Appointment setting and close assistance
  • Signal-to-meeting and meeting-to-close, monthly
  • Team workspace included
Operators putting AI to work

Managed AI & BD

Retainer · scoped

Everything in Managed BD, plus AI enablement inside your operation: readiness, pilots, assistants, agents, and governance.

  • Everything in Managed BD
  • ROI-ranked use-case backlog and pilots
  • Assistants and agents with governance from day one
  • Managed Enablement: new use cases, training refresh
  • Handed over working, your team runs it

Start with a workshop

Half a day, a short list of use cases and targets worth doing, and a clear next step.

Book a workshop
Start today

Paste your website. See who is about to buy.

Free to start, no card. Every row comes with its source. Or have us run it for you.

Contact us

Talk to PivotSense

A senior lead replies within one business day.