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Scenario

From research to first proposal, one company at a time

A scenario for going deep one company at a time, from research to first proposal — because volume sends kill reply rates, and depth wins meetings. An AI agent researches company sites, public materials, CRM, and past deals, then prepares issue hypotheses, per-company messages, and response logging. Send approval, the meeting itself, and relationship calls stay with the salesperson.

Consult on LINE

Updated: 2026-07-11

01

Input

  • — Company sites and public materials
  • — CRM data
  • — Past deal records
02

What accrues in the knowledge base

  • — The target customer profile (ICP)
  • — A record of what didn't land
  • — Industry-specific talking points and phrasing rules
03

What the AI agent does

  • — Research companies and hypothesize their challenges
  • — Draft a per-company message
  • — Log responses
04

Where a person approves

  • — Send approval
  • — The meeting itself
  • — Relationship-building calls
  • — Not a mass send — every approval shows who is being contacted and why
Flow diagram for the B2B sales agency use case: company data and CRM records flow in, the AI drafts issue hypotheses and per-company messages, and a person approves sending and relationship-building before messages go out to each company.

Projected outcomes

約75%

一社あたりの調査工数削減

Illustrative

全件

個社別に仕上げる提案文

Illustrative

The figures above are general industry benchmarks, not measurements from a specific client engagement. Actual results vary by workflow.

FAQ

Are these real sales results?+

No — this is an illustrative use case for B2B sales support. The figures are general industry benchmarks, not our own measured results. Named case studies will be published as client permission is obtained.

Won’t this just blast a mass send with AI?+

No — this scenario is the opposite of mass sending: research each company and write an individual message. Every send is human-approved, and the approval screen shows who is being contacted and why. Not sending indiscriminately is enforced both in the process and on screen.

Can it match our target customer profile?+

Yes. Your ICP, reasons past messages didn’t land, industry-specific talking points, and phrasing rules live in the knowledge base, so research and messaging follow your own pattern. Logging responses lets the tendencies of non-responders feed the next round.

Related

See another use case →See related service →

We don't sell the same setup to every client — we design it around your judgment criteria and the tools you already use.

Consult on LINE
  1. 01Add A&A on LINE
  2. 02A short intake chat
  3. 03A&A organizes the requirements
  4. 04A meeting only if needed