Referral-led demand
Most consulting work comes from networks and referrals that need a fast, professional response.
Industries · Professional Services
Look Bigger, Respond Faster, and Win the Engagements You Deserve
Independent consultants lose work to bigger firms with faster admin. The AI answers first, qualifies fit, books discovery and follows up — so you show up and advise.
4.9/5 rating
1,200+ reviews
8+ years experience
500+ clients
Thanks for reaching out — I’m the assistant for Dana Whitney Consulting. I can capture a few details and book a discovery call. What’s the main challenge you’re hoping to solve?
Our operations are chaotic as we scale. We need someone to help us build process.
Got it — process and operations for a scaling business. Roughly how many staff, and is this a short project or an ongoing engagement?
About 35 staff. Probably ongoing.
That fits Dana’s work. She has a 45-minute discovery call Tuesday at 11:00 AM or Thursday at 2:00 PM. Which works?
Thursday.
Booked for Thursday 2:00 PM. A short pre-call questionnaire is on its way so the time is used well.
How business consultants win
Authority plus responsiveness
Clients choose the consultant who is easy to reach and quick to follow up — often over one who is more famous.
Discovery-heavy sales
Engagements start with a conversation, and the follow-up after that conversation decides the outcome.
Retainer renewals
Ongoing engagements renew on relationships and regular reporting, not on one-off results.
Discovery callsProposalsEngagementsRetainersClient reportingWorkshopsSpeakingReferral follow-up
Consulting leaks
Where independent consultants and advisors lose work
If you are the whole business, admin is the first thing that slips.
Response leak
Discovery enquiries wait while you are heads-down with a client, and go to a firm that replied within the hour.
Proposal leak
Proposals are sent but never followed up, so decisions drift and die.
Time leak
Scheduling, reminders and status updates consume billable hours you would rather spend advising.
Renewal leak
Retainer clients quietly lapse because no one scheduled the check-in.
The exact AI system
Intake to retainer, connected
A quiet operations layer that makes a solo practice run like a firm.
What the system handles
- Answers discovery enquiries fast and qualifies fit, budget range and timeline.
- Books discovery calls into your calendar with a pre-call questionnaire.
- Briefs you before each call with a structured summary.
- Stages proposals for approval and follows up on a cadence.
- Runs engagement onboarding and recurring client reporting.
- Schedules check-ins and surfaces retainer renewals before they lapse.
Enquiry to engagement
- t0Enquiry captured; fit, budget and timeline qualified
- +1 dayDiscovery call booked with a pre-call questionnaire
- Pre-callYou get a one-page brief on the prospect
- t+2 daysProposal staged for approval; follow-up cadence starts
- WonOnboarding checklist and kickoff scheduled
- MonthlyClient reporting drafted for your review
What the AI handles end-to-end
The operations behind a credible practice
Everything that makes you look like a firm and keeps you billable.
Enquiry intake
Discovery enquiries qualified and answered fast.
Scheduling
Calls booked with reminders and reschedules.
Pre-call briefs
Structured context before every conversation.
Proposal follow-up
Proposals chased to a decision, professionally.
Engagement onboarding
Details and access collected via checklist.
Client reporting
Recurring updates drafted on schedule.
Check-ins
Retainer touchpoints booked automatically.
Renewals
Contract dates tracked and renewals surfaced early.
Reactivation
Past clients re-engaged for the next phase.
CRM updates
Every prospect and client logged with next action.
Sample follow-up sequence
A proposal, followed up without nagging
A cadence that respects the prospect and gets you a decision.
Proposal sent — Day 0 to Day 14
- Day 0Proposal delivered with a one-paragraph summary.
- Day 2‘Happy to walk through it — want 20 minutes?’
- Day 5Value touch: a short, useful insight, no pitch.
- Day 9Offer a smaller starting engagement if the full scope is too big.
- Day 14Final check-in, then nurture with a revisit date.
Every reply routes to you; sequences stop instantly on response.
Human in control
What stays with you
The agent runs the practice; you deliver the value.
- All advice, analysis and recommendations.
- Pricing, scope and engagement terms.
- Final approval of every proposal and report.
- Client relationships and sensitive conversations.
- Any prospect who asks to speak with you directly.
Your judgement, your name
The agent works from your approved process and language and never invents a recommendation, fee or timeline. Anything unusual is flagged to you.
No fabricated advice. You own every engagement.
Principal visibility
Pipeline, time saved and renewals
See where your billable time is actually going.
Pipeline dashboard
Enquiries, calls, proposals and engagements by stage and source.
Time view
Admin handled vs. billable hours protected.
Renewal tracker
Retainers due and clients to re-engage.
The questions a consultant asks
- How many discovery calls did I book this month?
- Which proposals are stale and need a call?
- How many hours of admin did the system save?
Attribution on the engagement
- SourceReferral / content / LinkedIn
- LeadOperations process — 35 staff, ongoing
- Agent actionQualified, booked, briefed, proposal chased
- OutcomeEngagement won → reporting on schedule
- ReportingPipeline and outcomes rolled up by source
FAQ
Questions, answered
Does the AI give business advice?
No. It handles intake, qualification, scheduling, proposals and follow-up. All advice, analysis and recommendations stay with you.
Is this for solo consultants or firms?
Both. Solo consultants use it to look larger and respond faster; small firms use it to keep every engagement moving without adding admin staff.
Can it help me win more engagements?
Yes. Discovery enquiries are answered fast, and proposals are followed up on a disciplined cadence — the two biggest leaks for independent consultants.
How does it handle my time?
It books discovery calls into your calendar, briefs you before each one, and keeps routine admin out of your day so you can bill more hours.
Does it work with my tools?
We build around common stacks — Calendly, HubSpot, Notion, Airtable, Google Workspace and general CRMs — and are honest about integration limits.
Is my client information confidential?
Yes. Access is scoped to your approved systems and outbound communication is held for your approval.
Get your plan
Put this to work on your pipeline
Tell us how leads come in today. On the call we map the fastest fix — usually response time or follow-through.
- A free 30-minute AI strategy call — no obligation.
- A scoped blueprint: your biggest leak and the first automation to fix it.
- Honest fit check — if automation is not your fastest win, we say so.
The fastest way in: answer six short questions and we will map your lead journey, find the biggest leak and show the fastest automation win — before we ever get on a call.
Free strategy call · No commitment · We reply by email
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Ready to run your practice like a firm?
Book a free AI strategy call and we will map your intake, proposals and client reporting against this system.