Workbranch › Use cases
Use caseThe AI workspace for business development
Partner research, market sizing, outreach and deal memos. Business development is long cycles and many threads at once. Workbranch keeps each partnership's AI work in one place, with the next step dated.
- Partner research
- Market sizing
- Outreach
- Deal memos
- Next steps
Every partnership, one folder, one next step
A partnership can take months: first research, an intro email, a call, a term sheet, a pilot. Workbranch keeps every AI conversation about it together and shows what's due next across all of them.
- A folder per partner or prospect, from first research to signed deal.
- Next steps with dates on chats and on single points of an answer.
- Decisions kept: highlight what was agreed so it's easy to find months later.
How Workbranch helps business development
Ask AI to map a market and shortlist partners, then tick off each one as you qualify it.
Date the next step on every partnership; reminders bring it back when it's due.
Open a thread on revenue share or exclusivity without derailing the deal memo.
Highlight decisions and search them across every partner with ⌘K.
A deal memo you can finish
Ask AI to draft the memo for a partnership and work through it section by section. Each open question gets its own thread; the memo shows how much is done.
How answers become checklists →Everything in one plan
A project per market, color-coded folders, an inbox sorted by day.
Answers as checklistsEvery AI answer split into points you tick off, with progress.
Branching threadsFollow up on one point without burying the rest of the answer.
Highlights and pinsKeep the lines worth reusing; pin the point you return to.
Due dates and remindersDates on chats and single points, a calendar and reminders.
⌘K searchFind any chat, point or highlight across every project.
Frequently asked questions
Is Workbranch a CRM for partnerships?
No. Keep partner records in your CRM. Workbranch is where you research, write and think with AI about each partnership, with dates on the next steps.
How should business development teams organize AI chats?
One project per market or program, a folder per partner or prospect, and folders for Research and Templates. Date each chat with its next step.
Can AI do market sizing?
It can draft a method and a first estimate. Check the figures against official statistics or paid research before you rely on them.