AI-Agents for Consulting

Complete client account details before consultants pursue new work.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools

Draft a reply that respects a prospect's decision on an engagement.

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

Find prospective client companies that fit the firm's sales criteria.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools

Turn prospecting batches into client contacts ready for outreach.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools

Draft outreach to prospective clients around their stated challenges.

Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.

Works with4 tools

Add qualified client contacts from approved research to outreach.

Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.

Works with4 tools

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

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools

Show which outreach campaigns bring in qualified consulting leads.

Your sales team gets a weekly report showing which outreach campaigns have contacts in qualified stages.

Works with4 tools

Build a research file for prospective consulting clients.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools

Match a client meeting to the right consultant's booking page.

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools

Send 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.

Works with24 tools

Check 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.

Works with28 tools