Solutions and servicesBusiness development for B2B services firms

Meet the companies that need your expertise, before they put out an RFP.

In-market data, an AI business development agent, or the whole platform. Tell us what you need, and this page shows you how it works.

1Your focus

2Which would help you most?

Pick one to see how it works for you. You can change it any time.

See how it works for you
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How In-Market Data helps solutions and services

Know who is most likely to need you next.

Sam reads millions of signals a month from hundreds of sources, weighs them for it and managed services, and ranks the companies most likely to need IT, security, or managed services, with the decision-makers and a warm way in.

Sam reads millions of signals a month from hundreds of sources, weighs them for consulting, legal, and accounting, and ranks the companies most likely to need outside advice, with the decision-makers and a warm way in.

Sam reads millions of signals a month from hundreds of sources, weighs them for marketing and creative agencies, and ranks the brands most likely to look for a new agency, with the decision-makers and a warm way in.

Healthcare services · about 1,100 people · Denver, CO

81

Most likely in-market for security and compliance help

  • LeadershipFirst CISO hired
  • Government contractsNew state program contract with data requirements
  • RegulationNew rules now apply to their segment
  • Hiring patternCompliance roles opened
  • M&A activityAcquired two practices this year

Who decides CISO · CIO · General Counsel

Regional bank · about 700 people · Richmond, VA

82

Most likely in-market for IT and cloud migration help

  • M&A activityMerger closing next quarter
  • Hiring patternCloud and integration roles posted
  • RegulatoryNew examiner guidance on vendor risk
  • LeadershipNew CIO hired
  • Press releaseSystems consolidation announced

Who decides CIO · COO · CISO

Law firm · about 220 people · Philadelphia, PA

78

Most likely in-market for managed IT and security

  • LeadershipFirst Director of IT hired
  • Growth trajectoryTwo new offices this year
  • Hiring patternHelp desk roles open for weeks
  • Executive postsManaging partner posting about client data security
  • Press releasePractice group acquisition announced

Who decides Managing Partner · COO · Director of IT

Mid-market manufacturer · about 600 people · Milwaukee, WI

84

Most likely in-market for finance, systems, and advisory help

  • LeadershipNew CFO from a larger company
  • Executive postsCFO writing about replacing legacy systems
  • M&A activityTwo acquisitions to integrate
  • Hiring patternSystems and FP&A roles opened
  • Growth trajectoryRevenue estimate up 20%

Who decides CFO · Controller · CIO

Family-owned distributor · about 300 people · St. Louis, MO

81

Most likely in-market for succession and tax advice

  • OwnershipFounder in his late sixties, no named successor
  • LeadershipSecond generation joined the leadership team
  • Growth trajectoryRevenue estimate up three years running
  • Property recordsReal estate moved to a holding company
  • Press releaseNew warehouse announced

Who decides Owner · CFO · Board

Health tech company · about 180 people · Nashville, TN

77

Most likely in-market for legal and compliance counsel

  • Private placementSeries B filed
  • RegulatoryNew privacy rules take effect next year
  • Hiring patternFirst in-house legal role posted
  • ExpansionEntering three new states
  • LeadershipNew CFO hired

Who decides CEO · CFO · General Counsel

Consumer brand · about 40 locations · Nashville, TN

77

Most likely in-market for marketing and growth help

  • Private placementGrowth round filed
  • Press release12 new locations announced
  • LeadershipNew CMO from a national brand
  • Executive postsFounder sharing expansion plans
  • Hiring patternDigital roles opened

Who decides CMO · CEO · VP of Digital

Fintech · about 250 people · New York, NY

81

Most likely in-market for a brand and demand generation agency

  • Private placementSeries C filed, use of funds names marketing
  • LeadershipNew CMO hired
  • Hiring patternMarketing roles posted across teams
  • Executive postsCEO posting about the next phase of growth
  • Press releaseNew product line announced

Who decides CMO · CEO · VP of Growth

Regional health system · 6 hospitals · Columbus, OH

76

Most likely in-market for a creative and digital partner

  • ExpansionTwo new care centers opening
  • LeadershipNew VP of Marketing hired
  • Press releaseRebrand planned after a merger
  • Hiring patternDigital roles open for weeks
  • Executive postsLeadership posting about patient experience

Who decides VP of Marketing · CMO · CEO

Illustrative examples. Real ones in your market are shown on the call.

Your data, your choice

Send it anywhere you work.

In-Market Data plugs into the system you already use, or into Sam.ai. The option is yours, and you can change it any time.

Option 1

Your own system

Keep your CRM, dialer, and workflow. Companies, decision-makers, and the warm way in arrive where your team already works.

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • Pipedrive
  • Zoho
  • Your dialer
  • A spreadsheet
  • and more

Option 2

Sam.ai

Let Sam act on it, with your approval on every send.

Agent SamReaches out to each company for youSam OSRuns outreach, deals, and marketing on one record

Use one, the other, or both.

  • Works with any system you choose
  • Or with Agent Sam and Sam OS, your call
  • Exclusive data sets, limited seats in every market

Priced per marketSome markets are already spoken for

Book a discovery callExplore In-Market Data →

How Agent Sam works for solutions and services

Let an AI business development agent do the prospecting.

Agent Sam learns your Playbook, finds the right decision-makers, writes each message for your approval, and runs email and LinkedIn outreach. About 71% of your prospecting, handled.

Agent Sam draftWaiting for your approval

SubjectYour security roadmap

Hi Morgan,

Congrats on the new CISO role. The first months usually set the security roadmap for the next few years.

We help healthcare teams in Denver get ahead of audits without adding headcount. Worth a short call to compare notes?

Written from your PlaybookLinkedIn follow-up readyApprove
Agent Sam draftWaiting for your approval

SubjectYour next chapter

Hi Tom,

Many family-owned companies start planning the next chapter years ahead, especially when the next generation joins the team.

We put together a short guide on succession and tax planning for owners like you. Happy to share it.

Written from your PlaybookLinkedIn follow-up readyApprove
Agent Sam draftWaiting for your approval

SubjectYour next growth phase

Hi Jordan,

Congrats on the new role. New CMOs often take a fresh look at their partners in the first six months.

We have helped two fintech brands sharpen their story after a big raise. Open to a short call next week?

Written from your PlaybookLinkedIn follow-up readyApprove

Illustration. Names and companies are examples.

  1. Learns your PlaybookYour services, your industries, your ideal clients, and your voice.
  2. Finds the decision-makersFrom 377M+ verified B2B contacts, matched to your ideal client.
  3. Writes for your approvalEach message in context. Nothing goes out until you approve it.
  4. Runs the outreachEmail and LinkedIn, paced to how long your clients take to decide.
  5. Brings you the resultsReplies, warm intros, meetings, and a call-ready list.
  • Not priced per user
  • No new domain or warm-up needed
  • Works alongside your current CRM

From $195 a month7 days free, no card required

Start training your agent, freeMeet Agent Sam →

How Sam OS improves your workflow

Run clients, proposals, and engagements in one place.

Sam OS is the AI CRM with Agent Sam built in. Every client, proposal, call, and campaign lives on one record.

PipelineIT and managed services

Prospect2

Bank, cloud migrationLaw firm, managed IT

Discovery1

Health system, security

Proposal1

Manufacturer, ERP

Signed1

Insurer, help desk
Dialer Insights newsletter to 2,400 contacts Executive webinar, 38 registered
PipelineConsulting, legal, and accounting

Prospect2

Distributor, successionHealth tech, counsel

Meeting1

Manufacturer, CFO advisory

Engagement letter1

Family office, tax

Signed1

Clinic group, audit
Dialer Insights newsletter to 2,400 contacts Executive webinar, 38 registered
PipelineMarketing and creative agencies

Prospect2

Fintech, brandHealth system, digital

Chemistry call1

Consumer brand, growth

Pitch1

SaaS, demand gen

Won1

Retailer, creative
Dialer Insights newsletter to 2,400 contacts Executive webinar, 38 registered
  • CRM and pipelineYour own stages, from first call to signed engagement.
  • Agent Sam, built inProspecting done for you, with your approval.
  • DialerEvery call transcribed and logged on the record.
  • Email and event marketingInsights and webinars that keep you top of mind.
  • Project managementEvery engagement tracked with tasks and owners.

Illustration. Deals and numbers are examples.

  • Import from your current CRM, we help
  • 2 users included, $25 each extra
  • 377M+ contacts and Agent Sam included

From $495 a month7 days free, no card required

Start your free trialExplore Sam OS →

Start with one. Add the others when you are ready.

Trusted by
Featured in
ForbesInc.HuffPostAINews

Built for solutions and services

Read your clients’ world the way you would.

Exclusive data sets, weighed for your segment and your services. Here is some of what Sam reads.

Leadership changesNew executives with a mandate to change
Funding and private placementsNew capital and how it will be used
Mergers and acquisitionsIntegrations that need outside help
Compliance deadlinesNew rules and audits ahead
Hiring patternsRoles that point to new projects
Technology changesNew systems, migrations, and platforms
Expansion and new marketsNew sites, regions, and offices
Growth trajectoryRevenue and headcount on the rise
  • 377M+verified B2B contacts
  • 71%of prospecting handled
  • 2016building since

Compare

Three ways to work with Sam.

Best ifYou have tools you like and need better timingYou need the prospecting doneYou want everything in one place
You getCompanies most likely in-market, decision-makers, a warm way inAn AI agent that finds, writes, and follows upCRM, dialer, marketing, success, and Agent Sam
Your current toolsKeep them. Data flows into any systemKeep themImport them, we help
Works withAny CRM or dialer, or Agent Sam and Sam OSYour CRM, or Sam OSEverything, on one record
Outreach by Agent SamAdd when readyIncludedIncluded
CRM, dialer, and marketingNot includedNot includedIncluded
PriceCustom, per marketFrom $195 a monthFrom $495 a month
Start withA discovery callA 7-day free trialA 7-day free trial

See your market, live.

A short discovery call. We show you which companies are most likely to need your services, in your industries and regions.

Book a discovery call

Start training your agent today.

Free for 7 days. About 30 minutes to set up. No card required.

Start training your agent, free

Move your team onto Sam OS.

Free for 7 days. We help you bring your data over. No card required.

Start your free trial
  • 99.98% up-timeAlways on. Your pipeline never sleeps.
  • 10 years of sales AIBuilding since 2016.
  • All-covered supportReal humans, every plan, from day one.

FAQ

Solutions and services questions.

Which option is right for my team?

If you have a CRM and tools you like and need better timing, start with In-Market Data. If you know your market but do not have time to prospect, start with Agent Sam. If your contacts, outreach, and deals are spread across tools, start with Sam OS.

What does in-market mean for a services firm?

A company most likely to need outside help in the months ahead: a new leader with a mandate, new funding, a compliance deadline, a merger, or rapid growth. Sam weighs many signals for your services and ranks who is most likely in-market.

Does it work for IT, consulting, legal, accounting, and agencies?

Yes. Sam is tuned to the services you offer. IT firms see companies most likely to need technology or security help, advisory firms see who is most likely to need outside advice, and agencies see brands most likely to look for a new partner.

Can In-Market Data go into my own CRM?

Yes. In-Market Data integrates with the system of your choice, such as Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, Zoho, your dialer, or a spreadsheet. Or send it to Agent Sam or Sam OS and let Sam reach out for you. The option is yours, and you can use both.

Can I keep my current CRM?

Yes. In-Market Data can feed your CRM or dialer. Agent Sam works alongside Salesforce, HubSpot, and others. On Sam OS, we help you import your contacts and history.

How is In-Market Data priced?

Per market, because every market is different. Each market has a limited number of seats, and some are already spoken for. A short discovery call settles it, and you see your market before you decide.

Does anything go out without my approval?

No. Agent Sam drafts every message and waits for you. Approve one at a time or in batches.

Can I start with one and add the others?

Yes. Many teams start with one and add the others later. Moving from Agent Sam to Sam OS keeps your Playbooks, contacts, and campaigns.