AI-Agents for Sales Support in Consulting working with Gmail
Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Follow up on a prospective client's stated project need in the original thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 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 toolsCombine client report PDFs in the requested order and reply with a link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsRenew contact on consulting opportunities using the latest client email.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsAnswer prospective clients and ask to discuss a possible engagement.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsRecap 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.
25 toolsSend prospects promised pitch material and the agreed next step.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
9 toolsDraft answers on engagement fees and fit from the current proposal.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsSend personal follow-ups on stalled consulting proposals.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsTurn discovery notes into scoped client engagement proposals.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 tools
