AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Send final notes to silent consulting prospects and record their status.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
4 toolsTotal client engagement deals by stage, with links to each deal.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 toolsReserve consultation times and send clients a calendar invitation.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Total unpaid client invoices for the weekly receivables review.
Your bookkeeper gets a weekly customer open balance report, with supporting invoices and the overall amount due.
Revisit a prospect's question before the next client meeting is set.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsOffer clients live times for the right consultation type.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsFind the consultant's booking page for the right client meeting.
Give invitees the right calendar booking link for your host and meeting type, without sorting through appointment pages yourself.
4 toolsFind meeting times that fit project teams in different offices.
Get meeting times that work across your offices' time zones. Share each option with local hours and a booking link.
5 toolsOffer client consultation times across time zones.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsOffer clients early meeting options with a named consultant.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
4 toolsRecheck changed engagement scope against the signed-off terms.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
7 toolsHold delivery while clients review a revised engagement deliverable.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
7 tools
