AI Agent for Marketing & B2B Outreach
Automate partnership inquiries, institutional outreach, and B2B lead intake. When schools, universities, or corporate offices reach out, the AI agent captures every detail and delivers an approval-ready brief so your team focuses on closures, not documentation.
Schedule a DemoCommon Marketing & Outreach Challenges
Hours Lost on Intake Calls
Marketing managers spend hours in back-and-forth conversations, manually noting down requirements from potential partners and institutions.
Inconsistent Data Collection
Different team members capture different details. Key information like volume requirements, scheduling, and location specifics often gets missed.
Slow Brief Preparation
After intake calls, managers still need to draft briefs from scratch for internal review adding days to the partnership pipeline.
Missed Partnership Opportunities
When institutions call outside business hours or during peak times, partnership inquiries go to voicemail and prospects move on.
How the Marketing Agent Transforms B2B Outreach
Automated Partnership Intake
When institutions like schools, universities, or corporate offices reach out to partner with your brand, the AI agent engages the prospect, gathers all necessary details institution type, location, volume requirements, scheduling preferences and compiles them into a structured brief ready for internal review.
- Captures institution type, size, and partnership goals
- Collects volume, scheduling, and location requirements
- Delivers approval-ready briefs directly to your team
Lincoln University Campus Dining
2,000 students • Brief ready • Awaiting manager review
TechCorp HQ Employee Meal Program
500 employees • Details gathering • Follow-up scheduled
Riverside School District Event Catering
One-time event • 300 pax • Quote sent
Approval-Ready Briefs
Instead of managers drafting partnership briefs from scratch, the AI compiles every conversation into a structured document with institution details, requirements, timelines, and recommended next steps ready for internal review and decision.
- Structured briefs generated automatically
- Complete context: requirements, timelines, contact info
- Managers focus on decisions and closures, not documentation
Event & Catering Coordination
Handle catering inquiries, corporate event requests, and institutional food service partnerships end-to-end. The AI captures event size, menu preferences, dietary requirements, and logistics then routes the opportunity to the right team.
- Full event and catering inquiry intake
- Automated follow-up scheduling
- Volume and logistics requirements captured automatically
Send partnership brief: Lincoln University
Auto-assigned to Marketing Lead • Due: Today
Follow up: TechCorp meal program inquiry
Sales team • Due: Tomorrow 10AM
Common Marketing & Outreach Use Cases
Institutional Partnerships
Schools, universities, and corporate offices inquiring about food service partnerships. The AI captures all requirements and delivers a ready-to-review brief.
Corporate Catering
Handle corporate event and employee meal program inquiries, capturing guest count, menu preferences, dietary needs, and logistics.
B2B Lead Qualification
Automatically qualify inbound B2B leads by gathering budget, timeline, volume, and decision-maker information during the first call.
Measurable Impact on Marketing Operations
Reduction in time spent on partnership intake documentation
Partnership inquiries captured around the clock
More partnership leads captured vs. manual intake
Automate Your B2B Outreach Pipeline
Let the AI handle partnership intake, brief generation, and follow-ups so your marketing team focuses on closing deals.