AI in BDM.
Your BD and marketing team already have the tools. We help you turn them into workflows your team actually uses — built on your data, your tone and your way of winning work.
Same five tasks. Same week. Built around the team you already have.
Everyone has AI tools. Few BDM teams have built the right workflows.
Most BD and marketing teams already pay for Claude, Copilot, ChatGPT, Harvey or Legora. Almost none of them have built anything specific to their own workflow. That is the whole gap — and it closes fast once someone sits down and builds with the team.
Two-step approach.
The workshop
A hands-on and engaging session that maps your BDM processes, picks the ones that matter most, and turns them into a clear, step-by-step plan to get started.
- Half or full day programme
- Ends with a prioritised, step-by-step build plan
- The outcome shapes what you build in step two
The build
Built on the outcome of step one, we work with a team member and train them to develop the workflows and agents in-house.
- One trained internal owner of the flows
- Expert-led build and training on the spot
- The capability stays in the firm after we leave
Four parts. One clear plan.
A guided half- or full-day programme with your BD and marketing team. We map how work moves today, and pin down what to build — so you leave with a plan rather than a slide of ideas.
The art of the possible
What AI realistically makes possible today, shown through concrete examples from inside BD and marketing teams.
Map the workflows
How work moves through the team today, to identify the use cases worth automating first.
The technical session
What to build and how it fits — the system, data and integration requirements behind it.
The follow-up plan
A BBH roadmap to build three clear workflows around your main challenges, with the technical follow-ups.
What your team walks away with.
A BBH follow-up plan: a roadmap to build three clear workflows around your main challenges, with the technical follow-ups. Typical candidates (final use cases are defined during the workshop):
Pitch research
Brief, market and client context pulled together in minutes, ready for a partner to shape.
Proposal first drafts
A structured first draft of the proposal or RFP response, from your own templates and tone.
Contact & CRM updates
Records kept current from emails, meetings and events without the manual data entry.
Event follow-up
Personalised, on-brand follow-up drafted straight after the event, while it still matters.
Opportunity scoring
A simple, consistent read on which opportunities are worth the partners' time first.
Pipeline data structure
The layer underneath it all, so the firm can finally see what is moving through the funnel.
Not a course. An embedded build.
We put BDM-and-AI expertise inside your team — around four days a month working on real workflows: proposals, document generation, database upkeep, marketing materials. It frees the team to spend its time on the bigger projects ahead, by quietly removing the low-value burden first.
- Days inside the team
- 4 / month
- On-site
- 1–2 days
- Working on
- Real workflows
- Environment
- Set up
- Internal owner
- In training
Skills, context folders and a clean setup the team can build on, lowering dependency on other tools over time.
Proposals, document generation, database upkeep and marketing materials — improvements the team uses the same day.
We train a named person through the engagement to take over the knowledge, so the capability stays inside the firm.
A standing source for short questions and advice as the wider system rollouts land across the rest of the year.
Shaped to your firm.
Three things make the difference between a generic demo and something the team actually keeps using.
Your tools
Tool-agnostic. We build in whatever you already pay for: Claude, Copilot, ChatGPT, Harvey, Legora — not a stack we are selling.
Your workflows
Built on how your team actually spots, pitches and wins work, not a textbook process.
Your sector & data
Practice areas, client types and language reflected, so the output reads like your firm.
No dedicated BD team? We work alongside whoever you appoint, so partners can use the flows directly.
Pricing.
Indicative and scoped per firm. Each engagement covers preparation, design, delivery and follow-up. Travel, venue and tool subscriptions are billed separately.
A half or full day programme. You leave with a clear plan.
Book a workshopEmbedded, at least one day a week. Typically three to four months, scoped to your needs.
Talk to usIndicative figures for planning. Final pricing is tailored to scope, team size and engagement length.
Get the foundations right.
Clean data and the right martech come first. For some firms, this is the step before the AI build.
Common questions.
Let's build something today.
Bring the team, bring the tools you already pay for. We will leave with one workflow running and a plan for the rest.