Client Relationship Intelligence Agent

Purpose

This agent consolidates client relationship history and recommends relevant technology IP based on past interactions, identified needs, mission context, and available internal assets. It helps teams turn scattered commercial and delivery information into targeted business development opportunities.

Primary users

The primary users are account teams, business development teams, consultants, engagement leaders, client relationship managers, and TEC teams preparing commercial actions.

Where it fits (process/stage/trigger)

It fits during account planning, client meeting preparation, business development, opportunity qualification, and IP push campaigns. It is triggered when a team needs to understand the client relationship history and identify the most relevant IP to position.

Key capabilities / workflow

The agent aggregates HubSpot relationship data, SharePoint documents, past proposals, deliverables, meeting notes, client contacts, and the TEC IP catalogue. It summarizes relationship history, identifies needs and commercial signals, recommends relevant IP with justification, highlights entry points, and surfaces key contacts to activate.

Inputs

Inputs include HubSpot interactions, opportunities, contacts, SharePoint deliverables, proposals, meeting minutes, TEC IP catalogue, client context, and mission information.

Outputs / Deliverables

Outputs include client relationship history synthesis, recommended TEC IP list with rationale, suggested commercial entry points, key contact mapping, and account intelligence brief.

Value

The agent improves account preparation, accelerates identification of relevant commercial opportunities, increases reuse of existing IP, and helps teams approach clients with more contextual and targeted recommendations.