Sales & Planning
Turn AI Insights Into Action With Smarter Sales and Planning Solutions
We profile any business and assess how it shows up across search and AI answers in minutes, then turn a budget and a goal into a clear, defensible plan.
Built for sales teams
who move fast
Our sales and planning tools are trained on real campaign data from thousands of businesses. Every profile, plan, and recommendation is informed by what actually works in your market.
Savings in prospect
research time
Faster creative
brief generation
Efficiency gain across
execution stages
Businesses
profiled
From guesswork
to evidence
Instead of opening with opinions, we open with a data-backed picture: how the business is discovered today, where the gaps are, and the revenue those gaps may be leaving on the table.
Get the foundation
right first
Accurate listings, business information, and structured data are what AI systems read before they ever recommend a business. We make that foundation correct at the planning stage, not an afterthought.
Turning market intelligence into revenue opportunities.
From prospecting to proposal creation, we help sales teams move faster, sell smarter, and win more business.
01
DISCOVER
Identify high-value prospects and market opportunities.
02
UNDERSTAND
Build a deeper understanding of businesses, audiences, competitors, and market dynamics.
03
RECOMMEND
Create smarter proposals, media strategies, and campaign recommendations.
04
ACTIVATE
Streamline order management, workflows, and handoffs from sale to execution.
05
GROW
Equip teams with the training, insights, and support needed to strengthen long-term client relationships.
OUR SOLUTIONS
Everything your
Sales team
Needs to win
From prospecting to closing, we give your team the intelligence, tools, and support to move faster and win more.
Sales Support & Revenue Enablement
Dedicated sales coordination, helpdesk support, and streamlined order workflows that reduce administrative effort, improve operational efficiency, and give sales teams more time to focus on selling and client relationships.
Intelligent Customer Profiling
AI-powered business profiling that transforms company information into actionable customer insights, including brand positioning, audience understanding, competitive intelligence, and market visibility.
Strategic Media Planning
AI-assisted media planning built around audience behavior, campaign goals, and budget allocation to create smarter recommendations, faster planning cycles, and stronger campaign performance.
Smart Order Management
Automated order ingestion, validation, and system integration that reduces manual errors, accelerates processing, and improves workflow accuracy from submission to delivery.
Digital Sales Training & Enablement
Digital advertising training and sales enablement programs that strengthen product knowledge, improve pitching confidence, and help teams position solutions more effectively to drive revenue growth.
Proposal Creation & Marketing Resources
Branded proposal generation and centralized marketing resource management that simplify access to templates, sales collateral, and client-ready materials while improving speed and consistency.
Lead Generation & Pipeline Intelligence
AI-assisted lead qualification, opportunity tracking, and pipeline management that help sales teams prioritize high-value prospects, improve visibility, and accelerate sales cycles.
TECH INFRASTRUCTURE
The tech tools that power sales and planning
AI SALES INTELLIGENCE & PLANNING
AI-Powered Sales Intelligence and Planning Platform, turns prospect data into actionable business profiles, campaign briefs, and media plans in minutes. Sales teams spend less time on research and more time winning.
- Know Your Prospect
- Business Profile
- Digital Scorecard
- Plan the Right Campaign
- Media Planner
- Revenue Manager
- Pipeline Management
- CRM Integration
AUTOMATED ORDER PROCESSING
by 90%.
- Order Ingestion
- Data Extraction
- Data Validation
- Real-Time Reporting
Success Stories
Leading Supplier in the Promotional Products Industry, USA
99.82% Order Accuracy
99%+ Proof TAT Within 24 Hours
8% Reduction in Cost Per Order
Full-Service Digital Marketing Agency, USA
“AffinityX has been instrumental in our success. Their partnership has empowered us to scale efficiently and effectively — and now, we’re poised for national expansion.”
— Josh Richardson, Founder & Managing Director, Influence Digital Agency
162.4% Revenue Growth in Year One
4 Consecutive Years of Double-Digit Growth
32.25% Revenue Increase in 2025
Ready to close
more business?
Tell us how your sales team works today. We’ll show you exactly where our sales-intelligence platform and support services make the biggest difference.
30 minutes. Focused. Built around your goals.