Agent 02 — From prospect to opportunity

MORE TIMESELLING.LESS SEARCHING.

Define the companies you want to reach, let MAARA research and prioritise them from permitted sources, prepare personalised outreach for approval, and keep the CRM current without manual entry.

  • —Prospects researched and prioritised before a salesperson opens the list
  • —Outreach drafted from real company information, approved by a human
  • —Pipeline and follow-ups updated from actual activity
Section 02

The business problem

Sales teams are measured on conversations, but most of the week disappears into preparation and administration.

  • Finding companies that match the target profile
  • Researching each prospect before making contact
  • Updating the CRM after every call
  • Writing near-identical outreach messages
  • Remembering follow-ups across dozens of threads
  • Preparing for meetings by re-reading old emails
  • Rebuilding the pipeline report for the Monday meeting
Section 03

What MAARA actually provides

Prospect and lead workspaceAI research and prioritisationOutreach drafting with approval workflowReply classification and follow-up schedulingPipeline dashboard and activity reportingCRM integration where supported, or MAARA's own CRM
Section 04

What can it do?

Target profile definition

Describe the customer you want — sector, size, region, buying signal — and use it as the filter for everything the agent surfaces.

Permitted prospect sources

Website enquiries, your CRM, existing customer database, imported lists, marketing forms, approved business directories, public business information, approved B2B data providers, event lists, referrals and campaign responses.

Company research

Collects available business information about a prospect and summarises what is relevant to your offer, with the source shown next to each point.

Lead prioritisation

Ranks prospects against your profile and observed signals so the salesperson starts with the strongest, not the alphabetically first.

Outreach preparation

Drafts an email or call opener that references the specific company situation, in your tone of voice, ready for review.

Approval before sending

Nothing leaves the building unapproved. A salesperson edits and approves, then the sequence runs.

Follow-up scheduling

Schedules the next touch based on your cadence rules and cancels it automatically when a reply arrives.

Reply classification

Sorts responses into interested, not now, wrong person, or unsubscribe, and routes each to the right next step.

Meeting preparation

Produces a one-page brief before the call: company summary, history with you, open items and suggested questions.

CRM hygiene

Writes activity, contacts and stage changes back to the CRM so the pipeline reflects reality without evening admin.

Pipeline dashboard

Value by stage, movement since last week, and the deals that have gone quiet, calculated from recorded activity.

Sales reporting

Activity, conversion and forecast views for managers, generated from the same records the team works in.

Section 05

How does it actually work?

Source

Target customer profile plus permitted prospect sources

  1. 01

    Matching companies identified

  2. 02

    Available business information collected

  3. 03

    AI research summarises the relevant context

  4. 04

    Lead scored and prioritised

  5. 05

    Salesperson reviews the shortlist

  6. 06

    Personalised outreach prepared

  7. 07

    Approved outreach sent

  8. 08

    Follow-up scheduled automatically

  9. 09

    Reply classified and routed

  10. 10

    Qualified opportunity created

  11. 11

    Meeting booked

  12. 12

    CRM updated

A day that starts with conversations instead of research.

Section 06

What will you see inside?

Prospects

Companies matching your profile, with source shown.

Leads requiring review

Researched prospects waiting for human approval.

Contacts

People engaged, with full history.

Replies

Classified responses ready to action.

Qualified opportunities

Deals accepted into the pipeline.

Meetings

Booked, held and outcome recorded.

Proposals

Sent, viewed and awaiting decision.

Pipeline value

Weighted and unweighted by stage.

Follow-ups

Due today, overdue, and scheduled.

Section 07

A real business example

A B2B software reseller with four salespeople

Before MAARA

  • Each rep spends the morning searching directories for companies
  • Research notes live in personal notebooks
  • Outreach is copy-pasted and rarely personalised
  • Follow-ups depend on memory
  • The pipeline report is rebuilt every Monday from four spreadsheets

With MAARA

  • A prioritised, researched shortlist is waiting each morning
  • Research is attached to the prospect record and shared
  • Outreach references the specific company and is approved before sending
  • Follow-ups are scheduled and cancelled automatically on reply
  • The pipeline report reflects recorded activity in real time
Section 08

What gets automated?

Employee does this todayMAARA handles / assistsEmployee still controls
Searches for companies matching the profileSurfaces matches from permitted sourcesConfirms the list is worth pursuing
Researches every prospect manuallySummarises available business information with sourcesJudges commercial fit
Writes each outreach message from scratchDrafts a personalised message for reviewEdits, approves and sends
Tracks follow-ups in a notebookSchedules, reminds and cancels on replyDecides when to stop pursuing
Updates the CRM at the end of the dayWrites activity and stage changes automaticallyOwns the relationship and the negotiation
Section 09

Before vs with MAARA

Hours lost to prospect research
A researched shortlist each morning
Generic outreach
Specific, approved outreach
Follow-ups forgotten
Follow-ups scheduled and tracked
CRM out of date
CRM reflects real activity
Pipeline built in spreadsheets
Pipeline calculated from records
Section 10

The business result

  • Selling time increases because preparation time falls
  • Every prospect is approached with relevant context
  • Fewer opportunities go cold through missed follow-up
  • Managers forecast from recorded activity, not optimism
  • New salespeople become productive faster
Section 11

Who is it for?

B2B technology and softwareIndustrial and equipment suppliersProfessional and consulting servicesLogistics and freightCommercial propertyRecruitment agenciesManufacturing exporters
Section 12

MAARA vs human control

MAARA researches, drafts and organises. A salesperson approves every outbound message, qualifies every opportunity and owns every negotiation. Outreach follows your consent, data protection and contact policies.