Find the right opening.
Agents bring research and market trends to the discussion. Together, you refine the ideal client, identify the right people and create the campaign and outreach copy.
Business development
Put agents to work
winning your next clients.
Work with agents on who to approach and why. They research the market, help define the audience, create the campaign and copy, then run outreach, follow-ups and referrals through to meetings. Leads land on your sales board with the conversation attached.
The work before the meeting
Build a campaign with a reason behind it.
Start with the kind of client you want to win. Refine the approach with agents, then give them the authority to execute it within your rules.
Let the campaign do the follow-through.
Agents run outreach, follow up, book meetings and add leads to the board. Your team sees who is responding and why the opportunity matters. Decisions that need a person come back to you.
Put introductions to work.
Bring existing relationships into business development. Agents prepare referral outreach, bring introductions into campaigns and follow through under your rules. The opportunity stays connected to the person who introduced it.
Inside Trovero
Meetings on the calendar. Context on the board.
See the opportunities agents create, then open the day with the conversations, preparation and decisions already in view.
Meetings + leads
Keep the opportunity connected to the conversation.
Agents run outreach and follow-ups, book meetings and place leads on the sales board. Open the opportunity with the messages and next step already attached.
- Outreach and referrals lead into the same sales board
- Confirmed meetings appear with the opportunity
- Meeting preparation keeps the reason for the call in reach
Illustrative product view. Sample data.
Today + preparation
Start with what needs you.
See what agents have done, what needs a decision and which conversations are ahead. Meeting preparation and the next action sit alongside the work already completed.
- Completed work and decisions in one morning view
- Your calendar and meeting context
- Manual campaign steps stay visible
Illustrative product view. Sample data.
LinkedIn, within your workflow
One click to the profile.
Your hand on send.
Open the person’s profile from Trovero and copy the prepared message. You paste and send it yourself in LinkedIn. The step stays tracked alongside agent-run outreach in your campaign and Today.
- 01Open the profile
- 02Copy the message
- 03Paste + send in LinkedIn
- 04Mark the step complete
From winning the work to delivering it
Carry the client into the engagement.
Handle client billing in Trovero and add the intake transcript. Agents use that conversation to build the playbook and sourcing campaign. Your recruiters start with the context behind the sale.
Follow the work into recruitingEarly access
Apply for early access.
Request beta access or apply for a design partner interview. We’ll review your application and contact you about next steps.
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