39 AI agents available
Proposal generation, client reporting, and knowledge management for consulting firms and agencies.
Builds a continuously refreshed list of pre-qualified prospects matching your ideal client profile, ready for outreach.
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Runs an always-on outbound email program with personalized messages, follow-ups, and replies routed to the right consultant.
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Runs systematic LinkedIn outreach within safe limits, surfacing warm conversations so a consultant can step in at the right moment.
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Captures every inbound inquiry and instantly routes it to the right consultant with full context for a fast, relevant response.
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Automatically sends timely, personalized referral requests at key engagement milestones to turn happy clients into new leads.
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Sends tailored post-webinar follow-ups to attendees and no-shows, converting event interest into booked discovery calls.
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Qualifies interested prospects with a few quick questions, then lets them book a call directly without email back-and-forth.
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Pre-qualifies prospects on budget, scope, and timeline before booking, so every discovery call is with a genuine fit.
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Handles inbound and outbound qualifying calls by voice and books discovery calls automatically, scaling intake without headcount.
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Sends multi-touch confirmations and reminders after a call is booked to cut no-shows and keep more meetings on the calendar.
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Scores every lead on fit and intent signals so your team prioritizes the highest-potential prospects with faster follow-up.
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Turns discovery call notes into a tailored first-draft proposal within minutes, keeping deals moving while interest is high.
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Generates a complete, consistent statement of work defining deliverables, timelines, and milestones in minutes, not hours.
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Produces consistent, defensible project estimates from scope inputs and rate cards to protect margins and win more deals.
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Automatically sends professional proposal follow-ups at the right intervals so no deal is forgotten before a decision is made.
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Generates a ready-to-sign engagement contract from the approved proposal within minutes of a verbal yes to lock in the deal.
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Turns sales call recordings into structured summaries of needs, objections, and next steps, ready for quick CRM entry.
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Guides newly signed clients through a structured digital flow to collect everything your team needs to start fast.
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Sends newly signed clients a branded welcome package introducing the team, milestones, and norms to set a strong first impression.
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Automatically sets up project folders, channels, task lists, and the right access so every engagement starts organized in minutes.
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Sends a structured pre-kickoff questionnaire so consultants arrive fully briefed and can focus the meeting on strategic alignment.
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Sends and tracks structured client access requests with automatic follow-up, getting your team productive faster on every project.
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Transcribes client calls and produces structured notes of decisions, action items, and next steps within minutes of the meeting.
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Lets consultants search your firm's collective knowledge base conversationally to find precedents and frameworks in seconds.
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Turns project findings into a structured first draft of any client deliverable, shifting effort from creation to refinement.
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Reads large volumes of source material and produces a structured brief of key themes, evidence, and implications to act on.
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Compiles project activity into a ready-to-send client status report on a set cadence, keeping clients informed without the burden.
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Gives consultants a conversational way to instantly find the right template or past example for any task they are working on.
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Gives leaders a real-time view of the entire pipeline with values, stages, and owners, aggregated from your CRM automatically.
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Automatically logs every email, call, and meeting into your CRM, keeping contact records current without any manual entry.
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Nudges the responsible consultant with context whenever a prospect goes quiet, so promising leads never go cold from neglect.
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Tracks billable hours against capacity and targets to show who is overloaded or free and how the firm trends on utilization.
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Alerts the responsible partner when a deal stalls past your threshold, prompting them to re-engage or close it out cleanly.
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Automatically generates and sends accurate invoices at each billing milestone so you get paid on time without manual prep.
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Sends professional, escalating payment reminders on overdue invoices so the firm gets paid without awkward consultant chasing.
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Alerts consultants ahead of retainer end dates and sends tailored renewal outreach to boost retention and steady revenue.
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Sends structured satisfaction surveys at key milestones and summarizes responses so issues surface while you can still fix them.
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Watches client signals for expansion readiness and flags accounts so consultants start the right upsell conversations on time.
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Prompts consultants and clients for inputs after strong results and assembles a case study draft while enthusiasm is still fresh.
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Book a free 30-minute audit. We will identify the highest-impact automation opportunities specific to consulting operations.