The coach in your pocket for business development
For coaches, consultants, and advisors who grow through relationships. BD Assist turns business development into a guided, measurable process: it tells you who to reach, writes the message in your voice, preps you for the meeting, and tracks your progress on a simple weekly Scorecard.
You know what to do. The busy week gets in the way.
Client work fills the calendar. The follow-up doesn’t get sent, the referral partner doesn’t get a call, and two months later the pipeline is quiet. You don’t need more strategy. You need a steady weekly habit that’s easy to keep, and help with the part that stalls most people: what to say once someone replies.
How a week with BD Assist works
A few focused actions, laid out for you. No prompts to write and no system to build.
Know who to reach
A short to-do list: follow-ups due, replies to answer, partners to call, and events coming up.
Say it in your voice
Emails and LinkedIn messages written for that person, in your style. You review it and send it yourself.
Walk in ready
Company research, recent news, and smart questions in about a minute. Practice the conversation if you want.
See if you’re on track
A simple Scorecard turns your client goal into weekly numbers and fills itself in from what you do.
Use it with your CRM, or instead of one
Spreadsheets get messy, and big CRMs are built for sales teams. BD Assist is built for one person who grows through relationships, and it works alongside your CRM if you already have one.
No CRM? You won’t need one for business development.
BD Assist keeps your contacts, pipeline, notes, and the history of every email and meeting in one place, on your phone and computer. Bring people in from LinkedIn, Outlook, Gmail, a spreadsheet, or a business card.
Already use HubSpot or Salesforce? Keep it.
Your CRM stays the official record. BD Assist is the weekly coach on top of it: who to contact today, what to say, and what comes next. Import your contacts and export them back to a spreadsheet any time.
What’s inside
Prospects and pipeline
Everyone you’re working with by stage, with a timeline for each person and one tap to log what you send.
Write
Pick from about 40 ready-to-send messages or your own saved templates, choose the tone from casual to formal, and let AI personalize it in your voice.
Meeting prep and debrief
Research before, and after the meeting a summary, next step, and thank-you email from your notes.
Events
Find events near you. Upload an attendee or vendor list to get a game plan of who to meet, scan cards on the spot, and follow up with everyone you met.
Referral and strategic partners
Find partners who already serve your ideal client, track referrals given and received, and get matched with like-minded professionals when you both say yes.
Scorecard and weekly emails
Weekly goals, a Monday kickoff and Friday wrap-up, and an optional recap to an accountability partner.