An agent for every job in your firm
Each agent does a job for your firm, working from the Bluelake account map and your tools. We build yours with you during the trial, around your accounts and your methods.
Grow your accounts
Get in ahead of projects: the right moment, the right person, the first message.
Account watch
Every morning
Your accounts' signals: a decision maker joining, a role opening, a project taking shape.
Outreach sequences
On every signal
A sequence you approve once: the first message, then the follow-ups. It tailors each step to how the person responds, pauses as soon as they reply, and stops if they leave the company.
Meeting brief
Before and after every meeting
Before every executive meeting, the brief. Afterwards, the meeting notes, the follow-up email and an updated CRM.
Account plan
Every quarter
The map of a key account: its projects, its decision makers, where you already are, where to get in.
Tender response
On every tender
It links the tender to the account's project and to who decides behind procurement, helps you decide whether to bid, then drafts the response with your references and experts.
In practice
Bring in your experts
The right expert on every project, for a time-and-materials engagement or a fixed-price project.
Tailored CV
For every proposal
For an expert and an account, the tailored CV for the client: the expert's experience mapped against the account's open roles and projects, requirement by requirement.
Talent pool nurturing
When a project takes shape
It checks in with the relevant experts on availability and location, follows up and updates their record. A sequence you approve once.
Market talent
Every week
Experts spotted in the Bluelake account map who have delivered the kind of projects your accounts are launching. Selected against the criteria you set, they join your talent pool.
Client references
After every engagement
Every successful engagement becomes a client reference, and the agent finds the accounts launching a similar project.
In practice
Run your business
A reliable CRM, a clear pipeline, a team that moves forward.
CRM updates
Continuously
It keeps your contacts up to date on its own: a decision maker changing roles, their replacement, a new title. It follows rules your manager approved once; every update is logged and reversible.
Team update
Every week or every month
What the team did and what is moving at your accounts, to plan the week or month ahead.
Market study
On demand
The landscape of a sector: what its companies are launching, and which of your experts can respond.
In practice
And yours
Your agent
Your method, as an agent. We build it with you during the trial.
For all your agents, you set the rules: a sequence or a rule is approved once, every action is logged, and nothing goes out without your approval.
Billy orchestrates them.
Put your agents to work.
The consulting business is already being rewritten: the agents do the work, your teams decide.