01
Partners doing BD alone
You should bill the hours you spend on relationships. You should not also be the forever follow-up system.
Professional services · powered by Ektie Sales
Stop doing BD between client work.
You bill by the hour. Every hour on business development is an hour not billing. But BD cannot stop, or pipeline dries up. Ektie Sales runs outreach, follow-up, and relationship tracking so partners stay on client work.
✓ 7-day trial, $1 to start
Trusted by teams at
SpectrumVerizonDirectTVFrontierOptimumWindstream
Built for partners who bill time
If BD only happens in stolen evenings, this is your motion.
02
Firms without a BD bench
You cannot hire a full business-development team yet. You still need disciplined outreach to referral partners and warm segments.
03
Regulated practices that cannot spray-and-pray
Reputation matters more than volume. You need personalization, review gates, and explainable sends.
The real bottleneck
BD dies the week client work gets busy. Then pipeline dries up.
Professional services firms live the same cycle: billable weeks win, outreach pauses, relationships cool, partners scramble. Ektie Sales keeps BD moving with research, sequences, and follow-up that respect review-before-send.
The BD motion
From relationship list to booked conversation, without unpaid evenings.
Four stages. One product: Ektie Sales. Optional agents underneath when you want continuous BD.
01
Select
Referral partners, past clients, and warm professional networks that match how you win work.
02
Research
Context for each relationship so outreach is personal, not a generic BD template.
03
Reach
Measured sequences with review gates so reputation stays protected.
04
Progress
Follow up, hand warm interest to a partner, keep the CRM honest.
Quality before volume
Relationship outreach is not a blast cannon.
Fit and context come first. Low-fit contacts stay off your domain. That is how professional services firms grow BD without sounding like a cold-email shop.
Start with Sales →
Research in the email
Every send starts from relationship context.
Prior work, mutual connections, and relevant triggers land in the draft. Partners review before anything sensitive ships.
Start with Sales →
When they engage
Warm interest should reach a partner, not die in a shared inbox.
Replies hand off with context attached. You get pulled in for relationship judgment, not to reconstruct who this is from a cold thread.
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Relationship truth
If the CRM is stale, referral pipeline is fiction.
Touches and follow-ups update records as BD happens, so partners are not reconstructing history before every coffee.
The AI team under Sales
BD capacity without unpaid evenings.
Start with Sales. Hire Morgan, Astra, and Orion when you want continuous relationship outreach under partner control.
Morgan
SDR
Researches referral and network targets, writes personalized outreach, and keeps sequences moving between billable weeks.
Learn more →Astra
Account Executive
Handles warm responses and follow-up, then escalates relationship-sensitive conversations to a partner.
Learn more →Orion
Sales Director
Reviews quality, coaches tone and compliance notes, and escalates risks before they become reputation problems.
Learn more →Professional services is the vertical. Sales is the product. Review gates keep BD brand-safe.
Why firms choose Ektie for BD
Built for reputation-safe growth, not spray-and-pray.
Judgment before volume
Fit and context first, so BD never sounds like a cold-email blast.
BD without unpaid evenings
Outreach keeps moving while partners stay on client work.
Review before send
Sensitive languages and relationships stay under partner control.
Start with Sales, expand later
Sales powers BD alone. Demand and Creative connect if you want content later.
Still your relationships
Autonomous enough to run. Controlled enough to trust.
Approve what can burn reputation
Sends can wait for partner sign-off until you raise autonomy.
Director review before scale
Orion catches off-tone patterns early so one bad angle does not become firm policy.
Ask why on any action
Every touch is explainable before you change the playbook.
Ready for BD that does not steal billable hours?
Start with Sales. Keep review gates on until you trust the bar.
FAQ
Questions you're probably already thinking.
Yes, when done correctly. Ektie Sales targets referral partners, professional networks, and warm segments rather than cold spray-and-pray. Outreach is personalized, measured, and never sounds like bulk email.
You control what goes out. Default mode can require review before send. Per-workspace isolation keeps client data separate. Coaching notes become permanent rules for disclaimers and sensitive language.
Yes. Sales can run systematic referral and re-engagement outreach to past clients and centers of influence, with follow-up that does not slip between billable weeks.
Autonomy is yours. Escalate when a conversation turns relationship-sensitive. You define the boundaries once as coaching, and the system applies them.
No. Start with Sales for BD. Connect Demand and Creative later if you want content and campaigns compounding with relationship outreach.
A 7-day trial for $1 to start. Explore Sales with review-before-send controls. Cancel anytime during the trial.
Start with the product. Explore more solutions.
Professional services BD runs on Ektie Sales.
This vertical lands on Sales. Browse other solutions or connect more products when you are ready.
SalesYour next BD problem should not be another unpaid evening.
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