AI-Agents for Consulting working with Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Draft Business Proposal

Prepare engagement proposals with priced services and open scope questions.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Send New Lead Emails

Reply to consulting inquiries and flag questions that need a person.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Draft Initial Outreach Email

Draft a first email linking a prospect's priorities to the firm's offer.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
Book Round Robin Appointments

Assign new client consultations to qualified consultants with open time.

Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.

Works with29 tools
Add Leads to Campaigns

Match consulting inquiries to campaign criteria and draft first emails.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools
Check Contact Form Emails

Check potential client emails before the firm follows up.

Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.

Works with33 tools
Qualify Inquiry Contacts

Check potential client inquiries against the firm's target profile.

Your outreach register shows which website inquiries are ready to contact and which need a closer look.

Works with28 tools
Populate Outreach Campaign

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.

Works with22 tools
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