AI-Agents for Consultants in Business Development in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
