Your existing clients are your best growth lever. A client where you have already placed consultants knows your work, trusts your judgment, and has adjacent teams with hiring needs you haven’t tapped yet. The challenge is visibility: which teams are expanding, who are the decision-makers you haven’t met, and which Business Manager last contacted which contact? Cobalt gives your whole team a live, shared picture of every strategic account — and surfaces the right action at the right moment.Documentation Index
Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt
Use this file to discover all available pages before exploring further.
Why existing accounts are your best opportunity
Your current clients are your most effective growth lever. They have already evaluated your value, their decision cycle is shorter, and every successful mission opens the door to adjacent teams. The challenge is not finding them — they are in your CRM — but activating them in a coordinated and structured way.The account growth playbook
Mapping — build a live picture of every account
Cobalt builds and maintains a dynamic org chart for each of your client accounts: teams, decision-makers, consultants you’ve already placed, and contacts who were approached but never converted. Every Business Manager on your team sees the same up-to-date map — never a spreadsheet someone forgot to sync.
Signal detection — know when a need is forming
Cobalt monitors public signals continuously: open job postings at client companies, LinkedIn activity from key contacts, funding announcements, press releases, and leadership changes. It correlates those signals with your existing pipeline to surface accounts likely to have a hiring need before they’ve even briefed you.
Coordinated action — the right message, at the right time
Each Business Manager receives targeted, actionable recommendations: which contact to reach out to, on which topic, and with which consultant profile. Pre-drafted proposals and skills documents are ready to attach. Your team acts on intelligence, not instinct — and no two BMs accidentally send conflicting messages to the same contact.
Recurring pipeline — every placement deepens the account
When a placement closes, the account map updates automatically: new contacts added, mission feedback recorded, adjacent teams flagged for follow-up. Coverage deepens month over month without any manual upkeep. Every successful mission becomes the foundation for the next one.
What makes this possible
Live account mapping
A continuously updated org chart per client: teams, decision-makers, placed consultants, and unconverted contacts — all in one view.
Weak signal detection
Cobalt tracks job postings, LinkedIn activity, funding news, and press releases — and connects them to your existing accounts automatically.
Shared BM view
All Business Managers see the same account timeline and contact history. No duplicate outreach, no conflicting emails to the same decision-maker.
Proactive recommendations
Cobalt pushes targeted next-action recommendations to your team: who to contact, why, and with what content — so nothing falls between the cracks.
Client portal
Share shortlists with clients and collect structured feedback in real time — without lengthy email threads or chasing replies.
Full placement history
Every mission, every contact, every proposal lives in the account record. New Business Managers ramp up instantly; context never walks out the door.
Cobalt tracks which contacts have already been approached by which Business Manager — preventing duplicate outreach and conflicting messages to the same account. Your clients experience your team as one coordinated partner, not a collection of independent reps.
Related features
Sequences
Coordinate multichannel outreach across your whole BM team
Tasks & pipeline
Track every account action, follow-up, and placement in a shared pipeline
Skills documents
Generate client-branded proposals in seconds
Semantic search
Quickly identify the most relevant profiles for each account opportunity