AI-Agents for Management Consulting

Find decision makers at target firms and draft credible first introductions.

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools

Draft advisory engagement proposals with scoped work and fees.

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

Works with29 tools

Rank potential advisory clients from a saved people search.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools

Track emerging client issues in a daily digest with source links.

See the developments that matter in a daily trend digest, with dates and source links in your spreadsheet.

Works with13 tools

Remind engagement owners of due dates and flag overdue client work.

Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.

Works with30 tools

Track role changes among leaders targeted for advisory work.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools

Find leaders at companies that match the firm's advisory focus.

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools

Turn LinkedIn links into prospect rows for consulting client development.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools

Find company contacts that fit the firm's target for advisory work.

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools

Surface recent posts for management consulting prospects.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools

Qualify client contacts against target companies and roles for outreach.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools

Capture comparable market facts from pages used in client research.

Your comparison sheet gets comparable facts from linked webpages. Missing details and unreadable pages stand out for review.

Works with7 tools