AI Lead Research and Outreach Platform
2025End-to-end Sales Automation
Comprehensive platform for managing AI workshops from lead identification through pilot implementation with automated research and qualification.
A lead management, qualification, and meeting/workshop preparation and automation system that is transforming how we at DevDash scale our business development from prospect identification to pilot implementation.
Scaling Consultancy Excellence
This platform, which I’ve yet to name, is taking the best of what we have learnt in the past 6 months. This reimagines how consultancies manage their entire client journey—from initial lead identification through workshop delivery to pilot program implementation. Built primarily for DevDash Labs' AI consulting practice, this platform automates and systematizes what traditionally required extensive manual effort.
The Challenge
Scaling high-touch consultancy work while maintaining quality is notoriously difficult. Manual lead research, qualification, and workshop preparation create bottlenecks that limit growth. Traditional CRMs lack the intelligence and automation needed for sophisticated B2B consultancy workflows.
End-to-End Workflow Automation
Lead Discovery & Research The platform begins with automated lead sourcing from LinkedIn Sales Navigator and Apollo.io. Users upload screenshots and contextual notes that inform our AI-driven research process. The system automatically generates comprehensive dossiers on both individuals and their companies, creating a persistent knowledge base.
Intelligent Qualification After capturing 100-200 potential leads, the platform implements a human-in-the-loop qualification process. Each lead receives a dynamic score based on traits and likelihood to convert, with the algorithm self-improving based on successful conversions. The interface provides efficient keyboard navigation for processing leads at scale.
Personalized Outreach For qualified leads, AI agents draft personalized cold outreach emails based on established templates. The system leverages compiled dossiers and user notes to create genuinely personal communications, with options for email or LinkedIn InMail delivery. Email validation through value-add test sends ensures message deliverability.
Meeting and Workshop Preparation The platform creates enhanced dossier documents that map client systems, problems, and workflows to identify selling opportunities. Workshop facilitators receive comprehensive briefings through a clean, scannable interface that includes industry benchmarking data and customized FigJam templates.
Professional Reporting Using all accumulated information, the system generates professional strategic reports covering AI integration possibilities, ROI calculations, and industry benchmarking. The integrated report builder supports markdown, graphs, and one-click PDF generation.
Technical Excellence
Multi-Client Architecture: Secure data segregation with client-specific metadata and access controls.
Knowledge Persistence: Every interaction builds the knowledge base, creating compounding intelligence over time.
Workflow Integration: Designed for natural adoption within existing consultancy processes.
Quality Assurance: Built-in validation mechanisms to prevent AI hallucinations and ensure accuracy.
Results
This platform enables consultancies to scale their business development while maintaining the high-touch, personalized approach that drives premium engagements. By automating research and preparation while preserving human judgment in key decisions, consultancies can handle significantly more prospects without sacrificing quality.
The Vision
We believe the future of B2B consulting lies in intelligent automation that amplifies human expertise. This platform represents that philosophy—technology that handles the operational complexity while preserving the strategic thinking that creates value for clients.