You will get Sales Development & Prospecting AI Agentic System
Top Rated
Project details
Transform your agency's prospecting process into a scalable Revenue Intelligence System.
Instead of manually researching leads, guessing who to contact, or relying on generic outreach, this project builds a custom workflow that discovers prospects, analyzes companies, identifies high-fit opportunities, and generates personalized sales assets ready for your team.
Designed for marketing agencies, growth firms, and B2B service providers, the system integrates with your existing stack (CRM, lead sources, LLMs, reporting tools) while remaining vendor-agnostic for long-term flexibility.
The workflow can:
🔹Import leads from Apollo, Clay, CSVs, and other sources
🔹Research companies and buying signals
🔹Score and prioritize opportunities
🔹Match prospects to the most relevant service offering
🔹Generate personalized emails, LinkedIn messages, meeting briefs, and CRM notes
🔹Deliver qualified opportunities directly into your CRM
This is not a chatbot or a generic automation. It is a production-ready business workflow designed to help your team focus on the highest-value opportunities while reducing manual research and preparation work.
Instead of manually researching leads, guessing who to contact, or relying on generic outreach, this project builds a custom workflow that discovers prospects, analyzes companies, identifies high-fit opportunities, and generates personalized sales assets ready for your team.
Designed for marketing agencies, growth firms, and B2B service providers, the system integrates with your existing stack (CRM, lead sources, LLMs, reporting tools) while remaining vendor-agnostic for long-term flexibility.
The workflow can:
🔹Import leads from Apollo, Clay, CSVs, and other sources
🔹Research companies and buying signals
🔹Score and prioritize opportunities
🔹Match prospects to the most relevant service offering
🔹Generate personalized emails, LinkedIn messages, meeting briefs, and CRM notes
🔹Deliver qualified opportunities directly into your CRM
This is not a chatbot or a generic automation. It is a production-ready business workflow designed to help your team focus on the highest-value opportunities while reducing manual research and preparation work.
AI Development Type
Recommendation SystemAI Development Language
PythonWhat's included $4,200
These options are included with the project scope.
$4,200
- Delivery Time 15 days
- Number of Revisions 3
Frequently asked questions
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SL
Samuel L.
Jun 8, 2026
Looker Studio & Reporting Specialist
MS
Mark S.
May 29, 2026
30 minute consultation
Great communication
NS
Nathan S.
Apr 13, 2026
30 minute consultation
By asking the proper questions, Dylan was able to provide a clear path/solution for the project to move forward. Very helpful.
IB
Ism B.
Mar 31, 2026
Looker Studio Dsahboard for Eccommerce
BA
Bola A.
Feb 13, 2026
30 minute consultation
About Dylan
Business Intelligence Architect | Decision Systems Engineer
100%
Job Success
Quito, Ecuador - 7:07 pm local time
🧠 𝗪𝗵𝗲𝗿𝗲 𝗛𝘂𝗺𝗮𝗻 𝗝𝘂𝗱𝗴𝗺𝗲𝗻𝘁 𝗕𝗲𝗮𝘁𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻
🔹 Ambiguity → Clarity: I define the right questions and metrics before building anything, so you measure what matters, not what's easy.
🔹 Semantic & Data Modeling: Star schemas, slowly-changing dimensions, reconciled grain, single source of truth
🔹 Scalable Architecture: Pipelines and models designed for "Day 2", maintainable, cost-aware, documented, built to grow instead of breaking at scale.
🔹 Context Integration: I unify Stripe, Shopify, Zoho, GA4, Ads platforms, etc. and CRMs into one coherent ecosystem that mirrors how your business actually operates.
🔹 Narrative & Decision Design: Every visual answers a business question and points to an action, analysis a CEO can act on in seconds.
⚙️ 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹𝗯𝗼𝘅
🔹 BI & Viz: Power BI, Looker Studio, Zoho Analytics, Metabase, Apache Superset, Domo, Databox
🔹 Modeling & Query: SQL, DAX, Power Query (M), Python, dbt, Excel
🔹 Warehousing: BigQuery, Cloud SQL, Snowflake, SQL Server, MySQL, Firebase
🔹 Pipelines & ETL: Make, n8n, Fivetran, Apps Script, Cloud Run, Windsor AI, Coupler IO, Supermetrics
🔹 Sources: Stripe, Shopify, Zoho CRM, GA4, Google/Meta/TikTok Ads, Search Console, etc.
🔹 AI layer (the plus): OpenAI & Claude APIs, Claude Code, Codex, conversational analytics, anomaly detection, predictive models, and agent workflows for automated briefings & alerts
🚀 𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗠𝗲 𝗔𝗽𝗮𝗿𝘁
🔹 Business-first, not tool-first: I start with your objectives and constraints, not your dataset.
🔹 End-to-end ownership: From auditing sources and defining KPIs to modeling, building, and publishing, I run the full lifecycle.
🔹 Transparency: You own your data and infrastructure. I document every step, so nothing is a black box.
🔹 AI as leverage, not a gimmick: I automate the repetitive parts so the strategic parts get more of my attention.
⭐ 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝘁𝗮𝘆
🔹 Reliable communication and clear expectations , no micromanagement needed.
🔹 Insights in plain language, for technical and non-technical stakeholders alike.
🔹 Proactive: I diagnose and recommend, not just deliver charts.
🔹 Consistent delivery, on time, with care.
💡 𝗟𝗲𝘁'𝘀 𝗕𝘂𝗶𝗹𝗱 𝗬𝗼𝘂𝗿 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗦𝘆𝘀𝘁𝗲𝗺
If your business generates data but not clarity, let's fix that. I'll design the model, architecture, and dissemination layer that turn your numbers into a durable competitive advantage, clear, scalable, and genuinely yours.
Steps for completing your project
After purchasing the project, send requirements so Dylan can start the project.
Delivery time starts when Dylan receives requirements from you.
Dylan works on your project following the steps below.
Revisions may occur after the delivery date.
Allignement Call
Quick call to ensure allignment for objective, scope, requierments and expectations
Final Plan Docuement
After getting hands on experience and familiarity with the system of the client, final plan is designed and architecture defined, including estimated costs for agent running. The Document is sent to the client for approval.