Confidential — Platform Enquiry Plan
White-Label Platform Enquiry — April 2026

Discovery to Deployment

A structured 24-week programme from strategic alignment through to a production-ready white-label platform. Select a tab to explore the project timeline or the BD Intelligence tool concept.

Discovery
14 weeks
Development & Testing
8 weeks
Estimated Go-Live
6 Oct 2026
Total Duration
24 weeks
Timeline — Apr 2026 → Oct 2026
Apr
May
Jun
Jul
Aug
Sep
Oct
All Phases
Dates assume work begins 22 April 2026. Development phase (Phase 8) fixed at 8 weeks. Discovery phase durations are estimates — to be confirmed with HW Group stakeholders at kick-off.
Product Concept

BD Intelligence Tool

A live market intelligence feed that surfaces C-suite and NED-level leadership changes at target companies, then automatically generates a candidate shortlist — powered by web scraping, CRM data, and Apollo.io enrichment.

Data Pipeline
🌐
Web Scraper
Live monitoring of news, Companies House, LinkedIn signals
→
📰
Intelligence Feed
Ranked events by urgency — MBIs, departures, mandates
→
🗂
CRM Context
HW Group's client list informs which companies to prioritise
→
🔍
Lookalike Engine
Profiles outgoing executive, builds successor search parameters
→
⚡
Apollo.io Match
Returns ranked candidates by seniority, sector, function, geography
Key Capabilities
01 — Signal Detection
Real-Time Leadership Change Monitoring
A web scraping layer continuously monitors news sources, Companies House filings, LinkedIn signals, and sector press for C-suite and NED changes. Events are scored by urgency — an MBI or sudden departure ranks higher than a planned succession.
02 — CRM-Led Prioritisation
Curated Watchlist from Existing Relationships
HW Group's CRM drives which companies are monitored. Existing client relationships, warm prospects, and target sectors are mapped to a watchlist — so the feed only surfaces events that are commercially relevant.
03 — Lookalike Profiling
Profile the Outgoing, Find the Replacement
When a change is detected, the system profiles the outgoing executive using publicly available data — tenure, function, sector background, company size, geography. These parameters seed the Apollo.io query to return the most relevant candidates.
04 — One-Click Outreach
From Intelligence to Mandate in Minutes
Each news event links directly to a candidate shortlist. Consultants review suggested profiles, push selected candidates into the CRM, and initiate outreach — compressing days of manual research into a single click.
Live Intelligence Feed — Interactive Prototype
Technical Architecture
Layer 1 — Data Collection
Scraping & Ingestion
Apify / Playwright scrapers on news sources, Companies House, LinkedIn
Keyword filters: "new CEO", "appointed", "departure", "MBI", "NED"
Deduplication and entity resolution across multiple sources
Scheduled runs every 4–6 hours; keyword-triggered for breaking news
Layer 2 — Enrichment & Matching
Lookalike Engine
Outgoing exec profile built from LinkedIn, company bio, prior roles
Parameters: function, seniority, sector, company scale, geography
Apollo.io People Search API — returns ranked candidates
Cross-reference against HW Group CRM for warm connections
Layer 3 — Interface & CRM
Feed & Workflow
React-based feed dashboard — filterable by role type, sector, urgency
Candidate cards with match score, contact details, LinkedIn link
Push to CRM (HubSpot) with one click — auto-creates contact + deal
AI-generated outreach draft for each candidate
Build Sequence
Phase A
CRM Watchlist & Scraper Foundation
Export HW Group's existing client and prospect list from CRM. Build the scraping layer targeting 5–10 news sources + Companies House. Test signal quality and deduplication logic. Define urgency scoring criteria with consultants.
Phase B
Lookalike Profile Logic & Apollo Integration
Build the outgoing exec profiling module. Connect to Apollo.io API. Define parameter mapping — how a "CFO of a £500m retail business" translates into Apollo search filters. Validate accuracy against known good outcomes.
Phase C
Feed Dashboard & Candidate Cards
Build the front-end feed interface. News events displayed with urgency indicator, company context, and one-click "Show Candidates" expansion. Candidate cards show match rationale, contact info, and CRM push button.
Phase D
CRM Sync & Outreach Automation
HubSpot integration — selected candidates auto-create contact records with source tagged as "BD Intelligence". AI-generated outreach draft. Tracking of which intelligence events convert to live mandates, to improve signal ranking over time.