AI-Agents for Consulting
Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Check potential clients' emails before weekly follow-up.
Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.
6 toolsDraft answers on engagement fees and fit from the current proposal.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsSend personal follow-ups on stalled consulting proposals.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsPrepare client call options that fit local hours and the consultant's schedule.
Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.
9 toolsPrepare shared lists of prospects for new client outreach.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
7 toolsCheck consulting fee concessions against the client's written terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsTurn discovery notes into scoped client engagement proposals.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsEmail policy owners about flagged card charges from client teams.
Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.
24 toolsSurface new client prospects with a recent reason to seek advice.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsEmail approved consulting prospects about their recorded interest.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsInvite prospective clients to discuss the advice they asked about.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsDraft client engagement proposals from approved estimates and delivery plans.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 tools
