For law firms, consultancies & financial advisors

Stop doing BD
between client work.

You bill by the hour. Every hour spent on business development is an hour not billing. But BD can't stop — or pipeline dries up. Ektie runs the outreach, follow-up, and relationship tracking while you focus on client work.

✓ No credit card✓ Review-before-send by default✓ Per-workspace data isolation
Integrates with
Google AnalyticsGoogle Analytics
Google Search ConsoleSearch Console
Google AdsGoogle Ads
LinkedInLinkedIn
AhrefsAhrefs
SemrushSemrush
Twilio SMSTwilio SMS
BrevoBrevo
SMTP
The professional services BD problem

BD stops when
client work gets busy.

Professional services firms live by utilisation. When you're fully booked, BD stops — and three months later, the pipeline is empty. When you're quiet, you scramble. The boom-and-bust cycle is structural, not personal. It happens because the same people doing the work are supposed to be generating new work too.

Busy periods
BD completely stops — pipeline dries up 90 days later
Follow-up
Promising conversations go cold because nobody chases them
Referral tracking
Referral relationships aren't systematically nurtured
Billing hours
5–10 hrs/week per partner spent on BD admin, not client work
Your AI BD team

BD runs in the background.
You stay focused on clients.

Morgan
SDR · outreach
Identifies and reaches out to referral partners, prospects, and re-engagement targets. Every 60 minutes — busy period or not.
Astra
Account Executive · follow-up
Tracks every live conversation. Follows up on proposals and introductions. Never lets a promising lead go cold.
Mira
Marketing Manager · content
Keeps your thought leadership and newsletter running. Positions you with prospects before outreach even starts.
Orion
Sales Director · oversight
Reviews what Morgan and Astra are sending. Surfaces relationship-sensitive situations for your judgement before anything goes out.
What it looks like in practice

Your relationships, systematically maintained.

1

Define your targets

Brief the SDR on who to reach — referral partners, past clients for re-engagement, new prospect segments. Takes 10 minutes. Never needs to be repeated.

2

Agents run outreach

Morgan finds targets, writes personalised outreach, and sequences them. You review before anything sends. Busy with a deal? The queue waits for you.

3

Warm replies come to you

Astra flags warm responses and escalates when a conversation needs your personal touch. You engage where your expertise matters most.

4

Pipeline never dries up

Because the motion runs every cycle regardless of how busy you are, you stop the boom-and-bust pattern for good.

The memory layer

Your BD approach compounds
over time.

Every coaching note — 'always lead with case studies in the initial email', 'never mention pricing until the second conversation' — becomes permanent memory. What works in your practice gets encoded and applied every cycle, automatically.

Personal Brain per agent. Team Brain shared across the team. Company Brain workspace-wide. Three tiers — all building as the team runs.

Explore the Brain →
S
SDR Personal Brain7 blocks+ Coach
TypeContentImp.Source
coachingLead with case study from similar firm, not credentials9/10you · 5dPromote ↑
coachingNever mention fees until second conversation9/10you · 8dPromote ↑
learningRe-engagement of past clients has 4× higher response rate8/10self · 3dPromote ↑
T
Team Brain47 blocks+ Coach
playbookICP — Professional services · 5–50 person firms · BD-led9/10user · 7d
playbookBrand voice — direct, mechanism-focused, no superlatives9/10user · 14d
How it works under the hood

Three mechanics that make
the team real.

01

Heartbeat execution

Every agent runs on a fixed cycle — 60 to 180 minutes depending on role. Each cycle, it reloads its Brain, picks up where it left off, executes, and writes memory. No prompting required. No session resets.

02

Closed-loop execution

Every action produces an outcome. Every outcome feeds back into the team's memory before the next cycle. Most AI tools are open-loop — the session ends, nothing persists. Ektie closes the loop. The team gets better with every cycle.

03

Coaching as memory

Write a coaching note in plain English — “lead with compliance, not ROI” — and it becomes a typed memory block on the agent's Brain. It surfaces on every relevant future cycle. One note, 30+ future heartbeats. The team gets sharper without re-training.

The AI-native foundation

Every module built for an agent
to operate directly.

Not a chat box bolted onto a CRM. Every module was built AI-native from day one — typed schemas agents can call directly, no glue code, no Zapier between them.

Dynamic CRM
Objects · fields · pipelines
Sequences
Multi-step · AI-personalized
Prospect Finder
Apollo · Clutch · YC · web
Ads Intelligence
Search · Display · Demand-Gen
Website Audit
SEO · GA4 · Search Console
Forms & Booking
Conditional logic · CRM-bound
AI Studio
ICP · USP · creative drafting
Omni AI
Natural-language command layer
Workflows
Native AI service actions
Common questions

Things people ask
before they sign up.

Yes — when done correctly. Ektie's SDR targets referral partners, professional networks, and warm segments rather than cold spray-and-pray. The outreach is personalised, measured, and never sounds like bulk email.
You control what the agents send before it goes out. Default mode is review-before-send. Per-workspace database isolation means your client data never touches any other firm's workspace. For regulated content (financial advice disclaimers, legal privilege), you set the rules once as coaching — the agents apply them permanently.
Yes. The SDR can run a systematic referral outreach motion — identifying past clients, centres of influence, and professional contacts for re-engagement. The AE tracks and follows up on every referral relationship without it slipping through the cracks.
The agents escalate to you whenever a conversation reaches relationship-sensitive territory. You define the autonomy boundaries — "always bring me in when a prospect mentions budget" becomes a coaching note and a permanent rule.
The prospecting, outreach, sequence management, follow-up, and CRM hygiene that currently takes 5–10 hours per week per partner runs on its own. Your time goes to high-value relationship work and client delivery — not chasing leads.

BD that runs even when
you're fully booked.

No credit card · Review-before-send · Cancel any time