AI-Agents for Request Intake in Consulting working with VideoAsk
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Prepare 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 toolsAssign new client consultations to qualified consultants with open time.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsMatch consulting inquiries to campaign criteria and draft first emails.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsSend client engagement agreements and track pending signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsCheck potential client inquiries against the firm's target profile.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 tools
