Bring qualified opportunities to your sales team.

The managed client-workspace service is for UK B2B service companies coordinating several client projects. Commercial priority: a new team or service launch with a relevant workspace need in the coming quarter. Use the approved offer—shared client intake and project-status views—not unapproved custom features or discount promises. Handover criteria: relevant company fit, a buyer-confirmed workspace need, an identified rollout owner, a stated target period and an agreed next conversation. Public announcements alone do not qualify an opportunity. Budget, commercial terms and purchase authority still belong in the sales conversation.

The agent searched approved public company material against Relay Digital's customer profile. Asterfield is a UK B2B service company working through multiple client project teams; its announcement describes a new client team planned for November. This matches the approved service and near-term commercial priority. The research establishes relevance and a reason to ask about needs, not purchase intent. Dana Ruiz, operations lead, was selected from the permitted business contacts already in the CRM because the role relates to the proposed rollout.

Alex approved public company research, checking the CRM for eligible accounts, selecting an existing permitted business contact and the first message to Dana. The configured workflow may send that approved message, handle replies and update the opportunity record after the pre-contact exclusions are checked. It must stop if the contact declines. It does not enrich personal contact details, book calendar events, quote prices or make contractual commitments.

Hello Dana, I saw that Asterfield is adding a client team in November. Relay Digital provides a shared workspace for client intake and project updates. Is coordinating the new team's client work something you are looking to improve before launch?

We need one workspace for our client teams before the November launch. I own the rollout—let's discuss the setup requirements next week. The reply confirms the need, target period and operational owner. The agent replied that Alex would continue the requirements conversation and attached the existing service overview; no meeting was booked and no implementation date or price was promised.

Before: researched prospect; need and timing unconfirmed; opportunity owner unassigned. After: qualified opportunity; shared client-workspace need recorded; target period November; rollout contact Dana Ruiz; sales owner Alex Morgan; next requirements conversation agreed; research and conversation attached. Alex received the handover notification. No contract, confirmed budget, closed sale or achieved revenue is recorded.

Company-name and business-domain matching resolved Asterfield Services to its existing prospect record. No duplicate account or active opportunity was found. Asterfield was not an existing customer and had no current sales owner. Dana was an existing permitted business contact with no opt-out restriction. The configured eligibility check excludes duplicates, existing customers, active opportunities already owned by sales and opted-out contacts from this new-prospect path; ambiguous matches require a sales-owner decision before contact. Asterfield passed those checks before the approved first message was sent.