AI-Agents for Approvals in Consulting
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Identify prospective clients and draft introductions backed by company facts.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
25 toolsPrepare engagement proposals with priced services and open scope questions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsSend prepared emails to prospective clients and log their replies.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsShare timely industry ideas as original posts for the firm's company page.
Get a fresh company post and branded image from standout LinkedIn posts. See its published link and source notes.
11 toolsFrame first consulting emails with subjects grounded in each draft.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
16 toolsSend an opening email based on notes about a prospective client.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
8 toolsSend approved engagement agreements for signature and update the consultant.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsNotify deal owners when client engagement proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsDraft a first email linking a prospect's priorities to the firm's offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
38 toolsDraft engagement proposals from client goals and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell consulting clients who covers their engagement and flag urgent requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client email and hand off requests due before the consultant returns.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 tools
