AI-Agents for Management Consulting
Agents help consulting firms stay focused on client strategy and change as engagements move forward.
Set client strategy calls in the lead consultant's calendar.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 toolsSend relevant follow-ups on stalled strategy engagements.
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 toolsFind bookable times for client calls across offices and time zones.
Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.
9 toolsDraft strategy engagement proposals with phased work and approved fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsTurn approved consulting terms into a proposal for deal owner review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsRemind engagement owners when agreed client work is due.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 toolsStart a client conversation using the introducer's stated reason.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
9 toolsFollow client and competitor announcements for strategy research.
Get a Thursday email showing new and edited announcements from the public organization pages you follow, with dates and links to the posts.
24 toolsFollow up on unanswered outreach to potential advisory clients.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.
6 toolsRank target companies and executives for advisory sales.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
7 toolsRank decision makers at companies matching an advisory sales brief.
Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.
7 toolsCheck target-company contacts for advisory business development.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 tools
