See how agencies use AI to analyze winning ads, generate high-converting copy, and match landing pages to promises
The Problem You’re Facing Right Now
if you’re running or working in a professional service agency, you’re almost certainly burning at least 30 hours every week just trying to land new clients.
And honestly? Half of that time feels like you’re just throwing darts blindfolded.
Think about it:
- Cold emails that go nowhere
- Proposals that vanish into the void
- Research that eats up your entire afternoon
- Discovery calls with people who were never going to hire you in the first place
Meanwhile, your actual client work keeps piling up, and you’re sitting there thinking, “There’s got to be a smarter way to do this.”
Well, there is.
The Solution (Hint: It’s Not What You Think)
And here’s the thing—it doesn’t mean letting AI write your emails (seriously, don’t do that). Instead, it’s about letting AI handle all the tedious, time-consuming stuff so you can focus on what actually moves the needle: building relationships and closing deals.
Ready? Here are five strategies that genuinely work.
P.S. If you want to implement these five tactics for your business right now, try OpenCraft AI for free here
1. Research Prospects in 5 Minutes Instead of an Hour
The Old Way (That Wastes Your Time)
Picture this: you’ve got a call with a potential client tomorrow. You know exactly what’s coming next.
You’ll open 15 browser tabs. You’ll read through their website. You’ll skim their annual report (if it’s public). You’ll scroll through their LinkedIn. You’ll Google recent news about them. You’ll take notes. And you’ll try your best to figure out what actually matters to them.
Fast forward an hour, and sure, you’ve got a decent grasp of their business. But here’s the thing—you still don’t really know what keeps their leadership up at night.
The AI Way (That Actually Works)
Enter AI. Everything changes here.
Before your call, upload their latest earnings call transcript, recent press releases, and maybe a competitor’s report. Then ask your AI tool:
“What are the top 3 strategic priorities this leadership team keeps coming back to? What problems are they trying to solve? Where’s the disconnect between what they’re saying and what their actual numbers show?”
Boom. Five minutes later, you’ve got insights that would’ve taken you hours and hours of digging to uncover manually.
Now when you show up to that meeting, you’ll have observations about their business that they absolutely won’t expect. And that’s when they fall in love with you.
2. Stop Taking Calls with People Who Will Never Hire You
Why You’re Wasting Time (And What It’s Costing You)
Here’s something we all know but rarely admit: about half of your discovery calls are with people who can’t actually afford you, don’t have the authority to make hiring decisions, or are just kicking the tires.
You know it. I know it. We all do it anyway because we don’t want to come across as rude.
But let’s talk about what this is actually costing you: every hour you spend on a dead-end call is an hour you’re not talking to someone who’s actually ready to buy.
The Qualification Strategy
So here’s what you can do instead: before you even schedule a call, send over a quick form. Ask them about:
- Their current situation
- Their timeline
- Their budget range
- How they make decisions
Then take their responses and run them through AI with a prompt like this:
“Based on these answers, is this a qualified lead or someone who’s going to waste my time? What red flags am I seeing? If I do take this call, what should I focus on?”
You can even set up an AI agent to do this automatically for you.
The Results You’ll See
The payoff? You’ll turn down way more prospects. But here’s the real win: your close rate on the calls you dotake will basically double because you’re only talking to actual buyers.
3. Figure Out What’s Actually Winning You Deals
The Hidden Patterns in Your Proposals
Some of your proposals win. Some don’t. You probably think you know why.
But let’s be honest—you don’t. None of us do, not unless we sit down and actually analyze every single word and line in those documents. And that would take months.
Except now it doesn’t. With tools like OpenCraft AI, you can do this in seconds.
How to Analyze Your Winning Proposals
Here’s how:
- Upload 20 of your proposals—10 wins and 10 losses
- Ask the AI to find patterns
- Use this prompt: “What language did I use in the winning proposals versus the losing ones? How did I structure them differently? What information did I include or leave out?”
What You’ll Discover
What you discover is going to surprise you. Chances are, your winning proposals spent way more time on “here’s what happens if you don’t fix this problem” and way less time explaining your methodology. The tool will show you exactly what to change.
Update your template based on those insights. Watch your win rate climb.
If you’re reading this, you’ve probably got years of proposal data sitting in your folders right now. You can analyze all of it for free here.
4. Turn Your Brain Dumps into Posts Without Hiring a Writer
The LinkedIn Opportunity (That Most People Miss)
Everyone tells you to post on LinkedIn to generate inbound leads. And they’re right—inbound leads close at 3x the rate of outbound.
But here’s the catch: sitting down to write a LinkedIn post from scratch takes about 45 minutes. Time you probably don’t have.
The AI Trap (And How to Avoid It)
Now, you can use AI for this, but here’s the trap—if you’re not careful, you’ll end up sounding like every other person churning out generic AI content, and nobody’s going to pay attention.
So here’s how to do it right with OpenCraft AI:
The Process That Works
Step 1: Capture Your Thoughts After a client call or strategy session, just voice-record your thoughts for 5 minutes while everything’s still fresh in your mind. Say something like:
“Here’s what we talked about, here’s what I recommended, and here’s why most companies get this wrong.”
Step 2: Let AI Draft It Upload that transcript. Then use this prompt:
“Turn this into a 400-word LinkedIn post. Keep my voice—direct, no corporate speak. Build it around one key problem and one main message. Make sure readers actually get value from this.”
Step 3: Add Your Human Touch Seconds later, you’ve got a first draft. Spend 5 minutes editing it to sound like you. Post it.
The Math That Matters
The insight? That’s all you. The expertise? Also you. The AI just saved you 40 minutes of staring at a blank screen.
That means you can pump out 3-4 posts in less than 30 minutes instead of struggling to write one per month.
5. Write Personalized Outreach Without Spending 20 Minutes Per Email
The Personalization Problem
You’ve got 15 prospects you need to reach out to this week. You know those generic templates floating around online don’t work—people can spot a mass email from a mile away.
So you want to keep it personal. But personalizing every single email takes 15-20 minutes each. That’s nearly 5 hours of your week gone.
The Smart Approach
Sure, you can use AI here too, but just like with the LinkedIn posts, there’s still some manual work involved.
Here’s the process:
Step 1: Quick Research (2 minutes) Spend 2 minutes researching each prospect and gathering specific information about them.
Step 2: AI Draft (30 seconds) Give your AI tool specific context with a prompt like:
“Write a 150-word email to [Name], CFO at [Company]. They just announced [specific news]. We help companies like theirs with [specific value]. Mention our work with [relevant client]. Keep the tone confident, show you understand their industry, and skip the sales-speak.”
Step 3: Your Edit (3 minutes) You’ll get a first draft in 30 seconds. Edit it to sound like you in 3 minutes. Send it.
Why This Works Better
The key insight here? You’re not asking AI to write cold emails to strangers. You’re giving it real context and letting it handle the heavy lifting of the first draft. Then you add the human touch.
The result: way better response rates because the emails don’t feel generic, but you’re not burning 5 hours a week writing them.
What Now? The Real Truth About AI and Client Acquisition
AI Doesn’t Get You Clients (You Do)
If you’ve been paying attention to how we’ve framed this whole article, you’ll notice we never once said “AI gets you clients.”
It doesn’t. It couldn’t, actually.
You get your clients.
Where AI Actually Helps
But if you’re not using the right AI tools, you’re probably spending 60% of your business development time on stuff that doesn’t actually close deals:
- Research
- Email writing
- Qualifying leads
- Proposal formatting
That’s the stuff AI should handle.
What You Should Be Doing
The other 40%—actual conversations, relationship building, understanding what your clients really need, closing deals—that’s still all you.
The consultants, lawyers, and agency owners who are successfully using AI to get more clients aren’t replacing themselves. They’re cutting out the repetitive work so they can spend more time on what actually matters.
The Bottom Line
With OpenCraft AI, you can stop wasting 12 hours a week on repetitive tasks that don’t move the needle and start putting all that energy into closing deals and making money.
Ready to get started? Click the button below and use the tactics from this article to hit the ground running.
Ready to Transform Your Business Development?
Try OpenCraft AI for Free →
Use the five strategies above to start reclaiming your time today. Your future self (and your bank account) will thank you.
