AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Research prospective clients and prepare emails for consultant review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 toolsMatch client team poll choices with the host's bookable times.
Get group meeting times that fit everyone's survey answers and the host's current openings, with booking links and clear conflicts.
10 toolsCapture client meeting decisions and next steps beside each recording.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
5 toolsFile client meeting decisions where engagement teams can find them.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsAdd consulting prospects who meet company and role criteria to outreach.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
12 toolsFind work emails for contacts at prospective client firms.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
4 toolsFind company sites and work emails for prospective clients.
Your prospect list gains company websites and likely work emails, with uncertain matches marked for your team to review.
5 toolsVerify work emails for prospective consulting clients.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.
6 toolsSave client workshop notes on the matching private calendar entry.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
Flag consultants with new calendar clashes when team meetings move.
See who has a meeting clash after a team meeting moves, with both meeting times on your review board so you can decide what to move.
4 toolsCheck a decision maker's work email before proposing client work.
Get a checked work email in your research chat. See the employer domain and verification details, or why no match passed.
6 toolsConfirm contacts at prospective client companies.
Your prospect list gets usable work emails, supported phone numbers, and clear notes when a match needs your review.
4 tools
