Boardbox

Sales

Sales that pitches what actually shipped.

The Sales agent researches prospects with cited evidence, keeps conversations and deals in one pipeline and drafts outreach from what your product does today. You review each draft and send it yourself.

How it works

  1. 1

    Describe the audience

    Who you sell to and what you offer. The agent reads your Library first.

  2. 2

    It researches

    Real searches and pages, each prospect saved with the URL, excerpt and date that justify it.

  3. 3

    Work the pipeline

    Promote a prospect to a conversation, then to a deal, with notes, meetings and proposals on the record.

  4. 4

    Keep it fresh

    Monitor an audience with an Automation that researches new prospects on a schedule.

Research

Prospects with the evidence attached

The agent searches the web and reads real pages, separates fit, need, intent and relationship, and saves each prospect with the sources behind it.

  • Every claim cited with a URL, excerpt and date
  • It never invents contacts, budgets or intent
  • An empty shortlist beats a fabricated one

Pipeline

Prospects, conversations and deals

Three stages in one place, with a scoreboard across them. Every record keeps its notes, meeting transcripts, drafts and proposals.

  • Prospecting, Conversations and Deals tabs
  • Deal stages from discovery to won or lost
  • Deal totals by currency

Drafts

Outreach in your voice, sent by you

Drafts and proposals are written the way your company writes and grounded in what has actually shipped, so the pitch changes when the product does.

  • Draft messages and proposals saved on the record
  • Each draft cites the launch it describes
  • You send from your own inbox

Where it stops for you

Runs on its own

  • Researches prospects on the web
  • Saves prospects and activities with evidence
  • Drafts messages and proposals
  • Monitors an audience on a schedule

Waits for you

  • Every message, which you send yourself
  • Commercial commitments and pricing
  • Changes to your CRM

What it works with

Reads

  • The web
  • Library
  • Launch plans
  • Billing and product data
  • Your company’s own MCP servers

Produces

  • Prospects with citations
  • Conversations
  • Deals
  • Draft messages
  • Proposals

Where founders use it

Building a target list

Describe the segment and get prospects you can check, each with the sources behind it.

Preparing for a call

Open the record to see the research, past notes and what the current launch includes.

Selling a new launch

The Initiative runs sales research alongside the build, so outreach starts the day the product ships.

How it compares with an AI SDR

SendingAI SDR: Sends sequences on your domain automatically.Boardbox: Drafts only. You decide what goes out.
Prospect dataAI SDR: Enriched records of uneven quality.Boardbox: Researched prospects with cited sources.
What it pitchesAI SDR: A static product description.Boardbox: What your product does today, from the launch plan.

In the Tablebird launch

The funnel runs alongside the build.

The Initiative builds the restaurant-group audience, researches 20 new groups every morning, and prepares every conversation with what the launch actually includes, so each pitch matches what shipped.

Follow the whole launch

What people ask

Where do prospects come from?
Real web research against the audience you describe, each saved with its sources.
Does it connect to my CRM?
No. Prospects, conversations and deals live in the workspace, where every capability can read them.
Can it keep researching on its own?
Yes. Monitor an audience and an Automation researches new prospects on a schedule.
Can I talk to the agent directly?
Yes. The Sales room lets you message and steer it while it works.

Early access · macOS

Run your next launch from one conversation.

We’re onboarding a few founders and small teams each week, one at a time, starting with the launch you’re planning next.

We email you once, when your seat is ready.