Let's redesign how we win business.
~7 minutes, mostly tapping. You're helping design how N&D grows from here.
Near&Dear is rebuilding its BD motion. Relationships stay at the core — we're adding cold outreach, automated follow-ups, and AI agents running on HubSpot. This survey shapes what we build and in what order. Your answers are the spec.
Where does new business come from?
Split 100 points across how new business comes in today. Use your gut — precision doesn't matter.
Why do we win? Why do we lose?
Tap everything that rings true. Multiple selections are expected.
When we WIN it's usually because of...
When we LOSE it's usually because of...
Who are we actually for?
We've started mapping prospects across these verticals. Help sharpen who we're really for — it points every outreach effort.
Tier each vertical
Core = we own this. Adjacent = we can win here. Not us = pass.
What makes an account worth reaching out to?
Select all that apply
How far do we push each motion?
We're adding proactive motions on top of relationships. Call it for each.
How much should the agent own?
For each task, pick the right level. This sets where humans stay in the loop.
Which moments must stay human?
No matter what we automate, these are the lines we don't cross.
What should we build?
Rate each capability. Every card gets a vote — this is the actual build queue.
Scroll for all cards
Spend your 100 points.
If we could only fund a few things first, where do the points go?
Last two questions.
The open ones matter most. Take your time on these.