Consulting Firms

Your expertise wins deals. Your engine makes sure you never miss one.

Most firms target 80% billable utilization but achieve only 60-65%. The 15-20% gap is lost to proposals, admin, and coordination. That is $30,000+ per consultant per year.

Connects to the tools you already use
HubSpotPipedriveNotionGoogle WorkspaceSlackCalendlyCal.comAsanaDocuSignQuickBooks
Agents built for consulting firms
Sales AgentQualifies inquiries against criteria
Research AgentPulls prospect backgrounds and competitive data
Marketing AgentWrites personalized follow-ups
Strategy AgentScopes engagements and drafts recommendations
Content AgentDrafts SOWs, proposals, and thought leadership
Operations AgentFormats deliverables and manages workflows
Finance AgentHandles pricing and tracks project profitability
Scheduling AgentBooks discovery calls and coordinates meetings
Analytics AgentTracks utilization, pipeline, and engagement metrics
Client Success AgentManages ongoing client communication and satisfaction

Inquiry at Midnight — Qualified, Followed Up, and Booked by Morning

78% of buyers go with whoever responds first. Your Sales Agent qualifies the inbound inquiry against your criteria. Your Research Agent pulls the prospect’s company background, tech stack, and recent hires. Your Marketing Agent writes a personalized follow-up referencing relevant case work. Your Scheduling Agent books the discovery call. Four agents. Fifty-two seconds. Zero input from you.

Competitive Intelligence Delivered Weekly — Without Asking

Your clients expect you to know their market. Your Research Agent scans competitors across web, job postings, and press. Your Analytics Agent identifies service gaps and sizes opportunities by revenue potential. Your Strategy Agent writes the positioning brief. Your Content Agent formats it for presentation. You show up to client meetings with intelligence nobody else has.

SOW Drafted From Discovery Notes — Before Kickoff

Consultants spend the first week on admin, not delivery. Your Strategy Agent analyzes intake responses and discovery notes. Your Content Agent drafts the statement of work with scope, timeline, and deliverables. Your Operations Agent formats it in your template. Your Finance Agent adds pricing. The client gets a polished SOW the day after discovery, not a week later.

Utilization Tracked Daily — Gaps Flagged Before They Cost You

Target is 80% billable utilization. Actual is 60–65%. The gap is $30,000+ per consultant per year in lost revenue. Your Analytics Agent tracks billable hours for every consultant daily against the utilization target. Your Operations Agent flags consultants who are under-utilized and identifies available capacity. Your Sales Agent matches available capacity against pipeline opportunities. Utilization gaps get filled before they become a quarterly problem.

Client Satisfaction Measured — At-Risk Accounts Flagged

Client retention depends on satisfaction that nobody measures until the renewal conversation. By then it is too late. Your Client Success Agent sends pulse surveys at engagement milestones — kickoff, mid-point, and delivery. Your Analytics Agent compiles scores, tracks trends, and flags accounts where satisfaction is declining. Your Strategy Agent drafts a course-correction recommendation for the engagement lead. At-risk accounts get attention before they become lost accounts.

Past Deliverables Indexed — Never Start From Scratch Again

Consultants recreate deliverables from scratch because nobody can find what was built before. Institutional knowledge walks out the door with every departure. Your Operations Agent indexes every completed deliverable by industry, topic, and engagement type. Your Research Agent surfaces relevant past work when a new engagement matches the profile. Your Content Agent adapts the closest match as a starting point for the new deliverable. New engagements start at 60% complete instead of zero.

Proposal Win/Loss Tracked — Positioning Improved

Most firms have no idea why they win or lose proposals. They pitch the same way regardless of outcome patterns. Your Analytics Agent tracks every proposal outcome and collects feedback from won and lost prospects. Your Research Agent identifies patterns — pricing sensitivity, scope concerns, competitive positioning gaps. Your Strategy Agent recommends positioning adjustments for the next proposal cycle. Win rates improve because the firm learns from every pitch.

Project Profitability Visible — Before Margins Erode

Projects go over budget without anyone noticing until the engagement is complete. By then the margin is gone. Your Finance Agent tracks time and expenses against budget for every active engagement in real time. Your Analytics Agent flags when burn rate exceeds plan by more than 10%. Your Operations Agent alerts the engagement lead with a margin impact summary and recommended adjustments. Profitability is managed during the engagement, not calculated after it.

Thought Leadership Drafted From Client Work Themes

Partners know they should publish but never do. The ideas exist in client work but never make it to a LinkedIn post or conference talk. Your Research Agent identifies recurring themes across recent engagements and maps them to current industry trends. Your Content Agent drafts article outlines and key talking points from those themes. Your Marketing Agent formats the draft for the partner’s review and queues it for publication. Thought leadership happens because the system does the heavy lifting.

Subcontractors Coordinated — Handoffs Managed Across Parties

Complex engagements involve external partners, subcontractors, and subject matter experts. Coordination across parties is where timelines slip and deliverables fall through. Your Operations Agent assigns scope and deadlines to each external party and tracks deliverable status. Your Client Success Agent sends weekly progress summaries to all stakeholders. Your Scheduling Agent coordinates review sessions and handoff meetings across internal and external calendars. Multi-party engagements run on schedule because coordination is the engine’s job.

See what an engine looks like for your business.

30 minutes. We map your workflows, identify the highest-impact agents, and scope your engine.

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