AI-Agents for Consultants in Sales 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.
Shape prospect needs into engagement drafts with clear scope questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsTurn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers an engagement and flag urgent project emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsWelcome each new engagement with its agreed scope and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsDraft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSend 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 toolsOffer clients live consultation times and booking links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 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.
