For Consultants

Bill More Hours. Do Less Admin.

Stop spending $200/hr time on $20/hr tasks. Let AI agents handle research, proposals, and follow-ups while you focus on client work.

The problem

Proposal prep, follow-ups, and research eat into your billable hours.

6+ hrs/wk

Researching prospects and preparing proposal decks

4+ hrs/wk

Following up on proposals and chasing responses

5+ hrs/wk

Compiling weekly client reports and status updates

The solution

Your AI Agent Team

Each agent works autonomously, 24/7 — handling a specific part of your operations.

Research Agent

Gathers competitive intelligence, industry reports, and client context — ready for your review in minutes, not hours.

  • Pull competitor analysis from public sources
  • Summarize industry trends and reports
  • Compile client background before meetings
  • Generate SWOT analyses automatically

Outreach Agent

Sends personalized outreach, follows up on proposals, and keeps your pipeline moving without manual effort.

  • Send personalized cold outreach at scale
  • Auto-follow-up on unanswered proposals
  • Track opens, clicks, and replies
  • Sync touchpoints to your CRM

Reporting Agent

Compiles weekly client updates, KPI dashboards, and progress reports — formatted and delivered on schedule.

  • Aggregate data from multiple tools
  • Generate branded PDF reports
  • Deliver weekly updates via email
  • Highlight anomalies and action items

How it works

Automated Workflows in Action

1

New prospect → research → personalized outreach

Prospects get researched, scored, and contacted with a tailored message — same day.

2

Proposal sent → auto-follow-up → meeting booked

No more chasing. Follow-ups go out automatically until the meeting is booked.

3

Weekly data → compile report → send to client

Client reports are assembled from your tools and sent every Friday.

Expected outcome

Reclaim 10+ billable hours every week

10+ hrs/week reclaimed

"My proposals go out same-day now. Clients notice the speed — and it's all automated."

Alex R.

Strategy Consultant

10+ hrs saved

Get started

Ready to Automate Your Consultants Ops?

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