22 Oct 2026, 10:04 UTC · 2 questions · ID 60fb711a4f52
Who asked
Persona
Head of Business Development
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
/products/prospecting-agentQuestions 1 and 2 asked here
Question 1
“Can the Prospecting Agent draft outreach to prospective advisory clients?”
Answer
Partly answered
The site shows the Prospecting Agent researching accounts with buying signals and drafting outreach that reps approve, and the financial services page mentions review steps for outreach. It never says whether the agent can prospect individual advisory or wealth clients rather than companies, and gives no advisory or wealth management example.
Clarify individual prospects on /products/prospecting-agent
What is missing
The page only describes briefs on companies (what the company does, who to talk to); it never says whether the agent can research and draft outreach to individual prospects such as prospective advisory clients.
Where
Update this section: add a line to the "Research that’s already done" card beside "Buying signals from your site and product" and "A short brief for every account".
Related sections
What the Prospecting Agent can do
What to do
Confirm with product whether the Prospecting Agent supports individual people as prospects and which signals it uses for them.
Add a line stating which kinds of prospects it can brief and draft outreach for.
Done when: /products/prospecting-agent states whether the agent can research and draft outreach to individual prospects, not only companies.
Add advisory client prospecting to /solutions/financial-services
Who needs it: Wealth management and advisory firms (this visitor: Charles Schwab)
What is missing
No mention of using the Prospecting Agent to find and draft outreach to prospective advisory or wealth clients.
No explanation of how compliance review applies to agent-drafted prospecting outreach in advisory firms.
Where
Update this section: add a third card beside "Approvals where you need them" and "The service members expect".
Related sections
Agents that work alongside every team
What to do
Confirm with product and compliance whether the Prospecting Agent supports advisory client prospecting and what review steps apply to its drafts.
Add a card describing prospecting for advisory clients with the Prospecting Agent and the approval step before sending, linking to /products/prospecting-agent.
Done when: /solutions/financial-services has a card explaining how advisory and wealth firms use the Prospecting Agent, including compliance review of drafts. Depends on: “Clarify individual prospects on /products/prospecting-agent”
Answer full page
Yes. The Prospecting Agent finds accounts showing buying signals, researches them and drafts the first outreach, and nothing is sent until one of your reps approves it. These sections show what it drafts and how your team stays in charge of every message.
The site states that the Prospecting Agent's first emails and follow-ups wait for a rep to edit and approve them before anything is sent. Agent Hub states that a person approves every send.
Answer full page
Every email an agent drafts waits for a person before it goes out. The Prospecting Agent drafts outreach that a rep approves, and the Campaign Agent drafts campaign emails your team reviews first. In Agent Hub, anything that reaches a customer waits for a person.