AI specialists · B2B services

Put a specialist on the
proposals nobody chased.

DAVID Engine doesn’t replace your CRM or your inbox. You connect the systems you already use once, and a DAVID engineer sets up five specialists with you from a catalog of 66. Each one works your own records: finding the next leads, following up on open proposals, booking the meetings, keeping renewals from slipping. Once it’s set up, it runs on its own, around the clock. Every action is logged where you can read it.

No card. The sample workspace runs on made-up data, so nothing you click reaches a real customer.

66specialists in the catalog, grouped by the work they do
5seats on your team, plus the website concierge
1company setup every specialist shares

Works with the tools you already run. Connect them once; every specialist reuses the connection.

  • Gmail
  • Google Sheets
  • Google Calendar
  • Calendly
  • Instantly
  • ElevenLabs
  • Apollo
  • DataForSEO
The problem

You’re not short on work. You’re short on the follow-through.

A services company earns most of its revenue after the first conversation: the proposal that needs a nudge, the reply that came in on a Friday, the retainer that quietly comes due. It slips while the team is heads-down on delivery.

Proposals nobody chasedA proposal went out, the thread went quiet, and nobody has a free hour to follow up on all of them.
Inquiries answered lateA form or a call answered the next morning is a meeting a competitor already booked.
Leads you haven’t foundThe ideal customer is clear. Building a verified list of them is a week nobody has.
Renewals that slipRetainers and contracts come due while everyone is busy keeping current clients happy.
Customers ready for moreThe next offer a client would say yes to is already visible in their history. Nobody is looking.
A site search engines can’t readBroken pages and missing titles cost you demand you already paid to attract.
The specialists

Choose five from 66. Start with the ones that pay first.

Every specialist has one job, its own setup and the same rules: it reads your records, does the work, and shows its sources. Your engineer recommends five; keep them or swap any seat.

Find demand

Lead Scout

Finds people who match your ideal customer and verifies their work emails before anyone is contacted. It never invents an address.

ICP → 25 verified leads a day
Find demand

Outbound SDR

Writes a three-step sequence from your confirmed facts, sends it from managed, warmed inboxes, and lands replies and bookings in your pipeline.

list → booked meetings
Close revenue

Deal Follow-up

Follows up on open proposals from your own inbox, on its own schedule, and stops the moment a reply comes in.

proposals → next step
Convert demand

Appointment Coordinator

Turns a positive reply into a booked meeting inside your calendar rules: working hours, buffers, capacity.

reply → calendar hold
Convert demand

AI Receptionist

Answers website visitors by voice, from your own site’s facts, and books meetings from your booking link. You get an embed for your developer.

visitor → booked meeting
Retain and expand

Renewal and Retention

Flags each renewal before it’s due, from the dates in your own customer records, and sends the check-in from your inbox.

renewals → check-ins
And 60 more acrossFind demandCreate demandConvert demandClose revenueRetain and expandCompete and sellDemand and credibilityBuyer pathDelivery, value, capacity and cash

A specialist that isn’t built yet says so on its card. Choosing one reserves the seat; it doesn’t pretend to work. That’s the rule for the whole catalog.

See the team work · Sample data

It runs itself, in the open.

Activity log
  1. Renewal & RetentionCheck-in drafted · renewals wait for a yes
  2. Renewal & RetentionHorizon Studio retainer renews Oct 15
  3. AI ReceptionistWebsite visitor asked for a call · booking link sent
  4. Deal Follow-upNudge drafted · over $30k, so it waits for a yes
2 waiting for a yes · the rest ran on its own
Your workspace · Sample data

Look in whenever you like.

It runs on its own, and everything it does is a click away: what came of it on Home, every person on the Pipeline, answers with their sources from Ask David, and each specialist’s setup on Team.

Open the sample workspace

Your team verified 125 leads, heard back from 19 people and booked 6 meetings.

Meetings booked+2 vs last week6Measured · Google Calendar
Replies19Measured · email replies
Won$31,000Reported by you
Why it’s different

Work you can inspect.

Every specialist shows the sources it read, the work it saved and the limits it runs under. When something isn’t connected, or isn’t built yet, the workspace says so instead of pretending.

  • Runs itself. Finding leads, following up and booking meetings happen around the clock, without anyone on your team lifting a finger.

  • One setup, any five. Connect your website, Google Workspace and proposals once. Swap a specialist without redoing it.

  • Limits you set. A daily limit on each specialist, and one pause switch that stops everything at once.

  • Honest about what’s built. A specialist that isn’t ready says so in the catalog, on its card and in its setup.

How it works

Set up in one call. Fully automated after that.

A DAVID engineer prepares everything before you meet. On the call, you connect your accounts, check their work and approve the playbook. You leave with your first follow-up sent, and from then on it runs on its own.

  1. 01Book a setup callPick a time that suits you: about 20 minutes on video with your engineer.
  2. 02Before the callYour engineer reads your website, drafts the facts your team will use, and recommends five specialists.
  3. 03On the call, about 15 minutesYou connect Google, check the facts, and approve your team.
  4. 04Before you hang upYou approve the playbook once and your first follow-up goes out. From then on, it runs.

See it on your own company.

Book a 20-minute call. A DAVID engineer sets up your workspace with you, on your own records, and you leave with your first follow-up sent. After that, it runs itself.

Book a setup call

Not ready yet? See a sample workspace first