Industries
Professional & Consulting Services
Systemize the business development work nobody has time for
Consultants and agencies win business through relationships, but lose time on the administrative layer around it: proposals, onboarding, reporting. We automate that layer so senior time goes back into client work and business development.
Every system is built to match how your firm actually sells, not a generic template.
87%
average reduction in time spent producing each client proposal
Where AI applies
Proposal automation
Structured intake produces a complete, branded proposal in minutes.
Client onboarding workflows
Contracts, intake, and kickoff scheduling handled without manual chasing.
Automated status reporting
Clients receive plain-English project updates on a consistent cadence.
Business development outreach
AI-assisted prospecting keeps the pipeline full between projects.
Ready to bring AI to your Professional & Consulting Services business?
Book a free 30-minute call. We will look at your specific situation and tell you honestly what it would take to build this for you.