AI-Agents for Data Quality in Consulting

Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.

Draft and Send Outreach

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.

Works with25 tools
Export Lead Lists

Sort prospective clients into an outreach-ready consulting list.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Build Prospect Lists

Identify companies that fit the firm's target client profile.

Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.

Works with8 tools
Write Outreach Subject Lines

Frame 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.

Works with16 tools
Refresh Sales Lead Sheet

Keep potential client contacts current for consulting outreach.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Add qualified client contacts to outreach and flag gaps on the sheet.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Sales Lead Lists

Identify client prospects in underserved sectors and explain why they fit.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Shortlist Sales Prospects

Find client decision makers at companies that fit the firm's focus.

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools
Build Prospect Lists

Collect prospective client profiles in a sheet for consulting outreach.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools
Build Qualified Lead Lists

Build a sourced list of companies that fit the firm's consulting focus.

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools
Build Social Lead Lists

Add checked social handles to consulting firms' lead lists.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Send New Lead Emails

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.

Works with49 tools
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