Sammy, research this prospect and build me a briefing pack before the meeting.
Business Development Assistant Digital Worker
Sammy, Business Development Assistant Digital Worker
Sammy keeps the pipeline warm, running the day-to-day engine behind winning work across prospect research, proposals, follow-up, CRM management and reporting.
Sammy is a Green Marble AI Digital Worker for the work that keeps business development moving. They work across your CRM, proposals and pipeline on your own infrastructure. You brief them like a team member; Sammy completes the preparation, records each action and brings decisions back to you when judgement is needed.
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The role
What Sammy handles
Business development runs on work that slips until it is late: researching prospects and preparing meetings, drafting proposals and points of view, keeping case studies current, following up every lead, and keeping the CRM honest enough to report from.
- Prospect research and meeting preparation.
- Proposals, bids and points of view.
- Case studies and credentials.
- Nurture and follow-up communications.
- CRM hygiene and pipeline tracking.
- Business development reporting for leadership.
Working together
How Sammy works with your team
With research, proposals and follow-up handled, your senior team gets more time for the conversations, relationships and judgement that turn a lead into an engagement.
- Sammy arrives with domain expertise and industry knowledge, knowing your systems, processes and culture.
- They read and interpret proposals, bids and client documents, communicating in plain language through a conversational interface.
- Sammy works in your systems while you retain full control of what is done and when.
- Sammy records their work in real time. Green Marble AI improves the standardised processes, workflows and capabilities behind each deployment; your organisation’s data stays within your security boundary.
Delegate the work
Work you can delegate to Sammy
Sammy, draft the proposal from our template and pull in the relevant case studies.
Sammy, update the CRM from this week's meetings and tell me which deals have gone quiet.
Digital Worker FAQs
Questions about working with Sammy
Will a Digital Worker replace our people?
No. A Digital Worker is designed to work alongside your people, taking on repeatable, time-consuming administration so your existing team can focus on judgement, relationships and higher-value delivery. They add capacity under your team’s supervision; they do not replace existing staff.
How will my data remain secure?
A Digital Worker runs on your infrastructure and under your governance frameworks, so your data stays inside your own security boundary. Access is limited to the systems and permissions you approve.
Who is accountable for a Digital Worker’s work?
The named manager remains accountable for the work, just as they would with a human team member. The Digital Worker works under supervision, and they log every action they take.
What can a Digital Worker access, and who controls their permissions?
A Digital Worker’s manager controls their access, permissions and rights. Those controls can be changed or withdrawn at any time, and the Digital Worker is configured to follow your governance frameworks and conduct rules from day one.
What happens when the Digital Worker is unsure of an action to take?
They know when and how to escalate, handing the decision to the right person rather than guessing.
What could your team achieve with the help of a Digital Worker?
See how Green Marble AI can help your team create more capacity alongside your existing people.
