Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send engagement notes and attached files to named colleagues.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Send 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.
Reply to consulting inquiries and flag questions that need a person.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Email referred prospects about the advice they need and log the introduction.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Welcome consulting clients with engagement details and a shared folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Welcome new consulting clients with the engagement scope and next steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Send approved engagement handoffs to client contacts and log each send.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Recap prospective client calls and confirm the agreed timing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.