For B2B businesses where pipeline goes quiet when delivery is busy
The Month You're Too Busy to Prospect Is the Month That Costs You.
Monthly prospect research, personalised outreach drafting, and follow-up sequencing — running continuously regardless of how busy your team gets. Your people work the conversations. The pipeline feeds itself.
AI Lead Generation Retainer is a monthly retainer service offered by Crescent AI, an AI automation agency helping small and medium businesses automate repetitive workflows without hiring in-house AI engineers.
50-300+
New prospects researched and added every month
PER-PROSPECT
Individual research on every outreach — not bulk templates
MTH TO MTH
Cancel with 30 days' notice — no lock-in
My front desk was spending most of the day on the phone — booking appointments, chasing insurance pre-authorizations, and following up on outstanding direct billing submissions to extended health plans. WCB claim follow-ups alone were eating an hour a day. Crescent AI automated all of it. Reimbursements come in faster, no-shows dropped, and my team actually leaves on time.
Physiotherapist · Calgary, Canada
The Problem
Prospecting stops whenever delivery picks up — which is exactly when it shouldn't
When you're busy with existing clients, you don't prospect. Three months later, when those projects wrap, the pipeline is empty. You scramble. You close something. You get busy again. This isn't a discipline problem — it's a capacity problem. Consistent outreach requires consistent time, and consistent time doesn't exist in most SMBs.
The pipeline is always either overflowing or empty — rarely steady
Personalised, research-backed outreach takes 30-60 minutes per prospect — time nobody has
Generic templated messages get ignored; effective prospecting requires individual research
Follow-up sequences require process nobody has time to build or send consistently
How it works
How the Retainer Runs
We confirm your ideal customer profile and review your best outreach examples in Week 1, then research and match prospects against it. We draft research-backed opening messages per prospect, approved by your team before sending, and build follow-up sequences for non-responders. Interested prospects are handed to your sales team with full research notes, and messaging is adjusted monthly based on reply rates and meetings booked.
ICP & Message Calibration
Week 1Ideal customer profile confirmed and your best-performing outreach examples reviewed before anything sends.
Prospect Research Begins
Week 1-2First batch of prospects researched and matched against your ICP.
Outreach Drafting
Week 2Research-backed opening messages drafted per prospect, approved by your team before sending.
Follow-Up Sequencing
Week 2-3Multi-touch sequences built for non-responders, timed based on what's converting.
Pipeline Handoff
OngoingInterested prospects handed to your sales team with full research notes and conversation history.
Monthly Reporting & Adjustment
Every monthReply rate and meetings booked tracked, and messaging adjusted based on what's converting.
What's included
What Runs Every Month
Each month brings a fresh prospect list matched to your ICP, with research-backed opening messages approved by your team before sending. Multi-touch follow-up sequences handle non-responders, with timing calibrated to what's converting. Interested prospects are handed to your sales team with full research notes and conversation history, alongside a monthly report tracking reply rate, meetings booked, and pipeline contribution.
Monthly Prospect List
New prospects researched and added to your pipeline each month, matched to your ideal customer profile — not a bulk list pull.
Research-Backed Outreach
AI-drafted opening message per prospect using their actual business context: recent news, hiring signals, relevant triggers. Your team approves before anything sends.
Follow-Up Sequences
Multi-touch sequences for non-responders. Timing and messaging calibrated based on what's converting each month.
Pipeline Handoff
Interested prospects handed to your sales team with full research notes, conversation history, and a suggested next step — not a raw name and email.
Monthly Pipeline Report
Prospects contacted, reply rate, meetings booked, pipeline contribution. Tracked month by month so you can see what's compounding.
Coverage
Channels We Work
We work across email, LinkedIn, cold outbound, warm follow-up, event follow-up, and referral outreach — whatever fits your sales motion and compliance requirements.
Works with your stack
Fit check
This is built for you if…
This works for B2B companies with a defined ideal customer and a sales team to close conversations, agencies that need steady new business enquiries without dedicating a full person to it, professional services doing targeted outreach to specific client types, and any business where the pipeline goes quiet every time the team is heads-down on delivery.
B2B companies with a defined ideal customer and a sales team to close the conversations
Agencies that need a steady flow of new business enquiries without dedicating a person to it
Professional services firms doing targeted outreach to a specific type of client
Any business where pipeline goes quiet every time the team is heads-down on delivery
Why Crescent AI
Why Choose Crescent AI for Your Lead Generation Retainer
Where the risk sits
Month-to-month. Cancel with 30 days' notice. All prospect data, sequences, and research belong to you permanently.
Start your retainer
Start with the Audit. Not a Sales Call.
30 minutes. We map the workflows eating your team's time, rank your top automations by ROI, and tell you honestly what's not worth touching yet. You get a written summary. No slide deck. No pitch.
Month-to-month. Built on your existing tools. You own everything we build.