AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
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.
9 toolsAdd 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.
11 toolsIdentify 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.
11 toolsFind 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.
7 toolsCollect 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.
8 toolsBuild 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.
9 toolsAdd 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.
7 toolsFollow 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 toolsSend an opening email based on notes about a prospective client.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
8 toolsSend engagement notes and attached files to named colleagues.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
18 toolsSend approved engagement agreements for signature and update the consultant.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsResend client meeting invitations with the current video link.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 tools
