Use caseBusiness development

Account research before a BD call

One-page brief on the account: hiring activity, recent news, decision makers, prior touchpoints.

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01What it is/ business development

Part of business development.

Cold outbound, ICP target lists, trigger-based BD, and inbound qualification that fills the top of the funnel.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with Apollo, LinkedIn Sales Navigator, news and funding feeds, your CRM.

01

Define your ICP

Companies hiring for X in geography Y, of size Z, growing at rate R. Vitae builds the target list and refreshes it weekly.

02

Watch for the right trigger

Funding rounds, leadership moves, job posts, product launches. When a trigger fires, the right outreach kicks off.

03

Send personal outreach at scale

Multi-touch sequences that reference the trigger and the prospect's actual context. Tested across thousands of recipients.

04

Route the replies

Hot replies land on the BD person's calendar. Cold replies enter a nurture sequence. Tracked, scored, never lost.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in business development.

BD outbound to hiring managers

Targeted outbound to hiring managers at companies that match your ICP. Personal, signal-driven.

Build it →

ICP target list building

Companies hiring for X in geography Y, with the right size, growth, and tech profile. Refreshed weekly.

Build it →

Trigger-based BD

Funding rounds, executive moves, job posts, product launches. Auto-trigger outreach when the moment lands.

Build it →
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Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

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