AI-Agents for Consultants in Sales Operations
Log replies, send outreach emails, book lead meetings. 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 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 toolsBook recurring client check-ins at one open time.
Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.
4 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 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.
Make recorded client conversations readable in customer history.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
