Stop losing B2B opportunities after they arrive.
In 10 days, we install a lightweight governed workflow so every inbound B2B opportunity is captured, qualified, assigned, followed up, and reviewed weekly.
The GTM gap
Opportunities arrive through LinkedIn, email, website forms, referrals, campaigns, events, and partner introductions. But when follow-up depends on memory, inbox discipline, or a half-used CRM, good opportunities get lost.
LinkedIn messages, forms, referrals, campaigns, events, partner intros, and inbox signals are mapped into one governed intake loop.
CompanyOS records source, context, qualification rules, owner, status, and the next step instead of leaving the opportunity in memory.
AI summarizes context, flags missing information, proposes next steps, drafts relance messages, and prepares weekly reports.
Commercial promises, qualification decisions, exceptions, and sensitive messages stay under named human approval.
The executive sees what arrived, who owns it, what moved, what is stuck, and what needs attention next.
The governed loop
CompanyOS is not a CRM replacement, lead generation offer, fully autonomous outreach tool, generic chatbot, or large transformation project.
Opportunity intake map, source/channel mapping, and the minimum pipeline definition needed to stop losing work.
Every opportunity has a named owner, status, next step, reminder, and follow-up rule.
AI drafts follow-ups, proposes next actions, flags missing information, and prepares the weekly opportunity report.
Sensitive messages, commercial promises, qualification calls, and exceptions route to humans before action.
Owner, status, AI proposal, human decision, action taken, and decision history stay attached to the opportunity.
What you get
The sprint installs the first governed loop and hands over the rules your team uses to keep opportunities moving.
Opportunity intake map, source/channel mapping, qualification rules, owner assignment, and next-step tracking.
AI-drafted follow-ups, missing-info flags, weekly opportunity report, and workflow rules.
Approval gates for sensitive follow-ups, commercial promises, qualification decisions, and exceptions.
10-day setup, handover, workflow rules, and a path to expand into onboarding, proposal review, billing changes, or internal approvals.
Who it is for
Founder-led B2B teams with high-value opportunities.
This sprint is for teams where opportunities already arrive, but ownership, relance, and reporting are inconsistent.
Pricing
Design partner pricing for selected early partners.
Workflow Fit Audit: free or application-based. Design Partner Sprint: from €7,500 HT for one workflow, one mission, one loop. Managed workflow support is scoped after proof.
Start here
Book a 20-min opportunity audit.
Bring one messy opportunity follow-up process. We will map whether CompanyOS can turn it into a governed AI-assisted operating loop.