AI-Agents for Consultants in Business Development
Agents help Consultants keep client visits and project work on track.
Send approved engagement agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsDraft client engagement scopes for review before sending.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsShow clients call openings on their preferred local dates.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsPrepare an engagement proposal from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft engagement proposals from discovery notes and approved fees.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Ask prospective clients about quoted engagements when follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
