AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Schedule approved introductions to prospective consulting clients.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 toolsSet aside travel time before meetings at client offices.
Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.
4 toolsFind contact-page emails for prospective consulting clients.
Your prospect list shows emails published on company contact pages, with links to their sources or a clear reason no address was added.
Create work email accounts for consultants joining projects.
Get a new hire's work email address without duplicate accounts or unanswered mailbox setup issues.
5 toolsFind sourced company emails for prospective consulting clients.
Get business emails backed by public pages in your prospect list, and see which contacts need your review.
Share engagement team meeting links in their usual channel.
Your team finds meeting links in its usual channel, with the time and purpose close by. Organizers get a direct link to the post.
Sync engagement dates with the team calendar and note changes for owners.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
Move client workshop dates on the calendar when project plans change.
Your team calendar follows project date changes, and your coordinator gets a clear list of events that need a manual match.
Show which prospective clients received a consultant's first email.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
10 toolsSend clients current joining details for scheduled meetings.
Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.
Draft engagement proposals from client needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsAdd a video room to each booked client consultation.
You and your client get the same joining link in the updated invitation for a video appointment.
