AI-Agents for Sales in Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Send the lead a Monday view of open deals by stage and value.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsFind new buyers and send first emails after the team approves them.
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 prospect proposals that sellers can review before sending.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsTurn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsBuild sourced prospect lists for the team's outreach.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
8 toolsSend approved prospect emails and track replies in the outreach sheet.
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 toolsPrepare first prospect emails with three subjects for rep approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
16 toolsKeep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsAdd qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsBuild a sourced lead list for the team's next prospecting push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
11 toolsAdd qualified new prospects to the team's shared sales list.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
7 toolsBuild a usable prospect list and show which profiles need a rep's review.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
8 tools
