AI-Agents for Management Consulting

Identify likely client decision makers at target companies.

Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.

Works with6 tools

Open a prospect conversation with a grounded consulting pitch.

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools

Keep client session invitations current when video links change.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools

Draft a first email around a company priority relevant to a leader's role.

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

Organize linked facts for strategy research in a shared table.

Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.

Works with11 tools

Frame business challenges in proposals with scope and milestones.

Your prospects receive branded business proposals based on their emails and the pricing rules you set.

Works with5 tools

Put signed project terms and client commitments before the engagement team.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Works with10 tools

Flag workshop invitations that overlap other client commitments.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools

Pull visible findings from client report charts for faster review.

Get a short email with the main findings from new chart images in your shared report folder, plus visible changes and questions worth checking.

Works with24 tools

Send new strategy clients their engagement next steps and folder link.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools

Welcome new strategy clients with the engagement scope and first steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools

Answer business prospects and ask to discuss their goals.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools