Project evidence, not keyword matches
See the evidence and reason for each included opportunity.
OpenAdapt Playbooks
OpenAdapt BDM Agent
Evidence-backed prospecting, inside Claude.
Give Claude a region and target role. The BDM Agent uses your existing data and CRM connectors to identify relevant companies and projects, prioritize likely decision-makers, and draft outreach for review.
Activate the BDM AgentUS$500/month plus applicable tax
Month to month. Cancel anytime. The purchaser confirms that they can connect the selected corporate systems.
Your qualification policy
Rank accounts and contacts with your target projects, territories, role map, sales rules, and feedback.
Review-ready outreach
Generate one initial email and two follow-ups that use approved claims and project evidence. Nothing is sent without approval.
No new sales application
The agent runs inside Claude and works with your existing systems.
Included
- One maintained prospecting playbook
- Up to three authorized users
- Initial setup and connector activation
- Evidence-backed account, project, and contact qualification
- One initial email and two follow-up drafts
- One monthly 30-minute calibration session
- One playbook update per month
- Ongoing compatibility updates
Requirements
Requires customer-provided Claude, data-source, and CRM access. Connector capabilities depend on the customer's provider plans and permissions. Sending remains in the customer's existing email and CRM workflow.
Clear boundary
The agent researches, qualifies, and drafts. It does not send email, guarantee meetings, or replace the customer's CRM and sales systems. Additional custom work is US$300/hour.
Data flow
For qualification and drafting, Claude sends selected company, project-evidence, title, CRM-policy, and feedback fields to OpenAdapt's private service. OpenAdapt does not receive source-system or email credentials. It does not need contact email addresses or phone numbers.
The customer receives a limited internal-use service license for the approved seats while the subscription is active. The customer keeps ownership of its confidential input and customer-specific output. OpenAdapt keeps ownership of its platform, private decision policy, and reusable technology. This product summary needs counsel review and does not replace the final service terms.
Review the OpenAdapt terms and privacy policy.