AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Draft first client emails from account notes about a business challenge.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsDraft cited answers to buyers' consulting approach questions.
Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.
9 toolsCompare changed client work with approved terms before opening a review.
Your operations lead gets a fresh review when signed-off work changes, with the old terms and required reviewers ready.
9 toolsSend engagement agreements to approved consulting clients.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsFlag review cards without due dates for each engagement owner.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsFind contacts whose roles and employers fit a consulting sales brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
4 toolsBuild a sourced list of companies that fit the firm's client criteria.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
5 toolsFind companies and leaders that fit a new consulting territory.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
5 toolsFind public profiles for prospective client contacts at consulting firms.
You get public profile links when the details line up, plus clear notes on matches that need your review.
4 toolsExport prospective client lists for consulting team review.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
4 toolsTurn completed client agreements into summaries for team review.
Your team gets a contract summary to check, with its link on the agreement row and a review request for the people you choose.
4 toolsCheck client prospects' employers before new business outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
