Content and DMs
Expertise attracts interest that needs a fast, qualified reply.
Industries · Coaching & Online
Turn Your Expertise Into a Predictable Consulting Pipeline
Independent consultants win work through authority — then lose it to slow replies and un-followed proposals. The AI runs the pipeline so your expertise reaches a booked call.
4.9/5 rating
1,200+ reviews
8+ years experience
500+ clients
The core system
Content or DM → AI conversation → qualification → booking → discovery call → proposal follow-up
The journey from a piece of content to a signed engagement.
1
Interest
A post, DM or referral sparks an enquiry.
2
AI conversation
The agent replies and starts qualifying.
3
Qualification
Scope, budget range and timing captured.
4
Booking
A discovery call is booked with context.
5
Discovery
The call happens; notes and actions logged.
6
Proposal
Follow-up cadence runs to a decision.
Where independent consultants get clients
Authority-led, admin-constrained
You are the expert, the sales team and the operations department — which is exactly why follow-through slips.
Referrals and networks
Warm introductions lost to slow or unstructured follow-up.
Productised services
Defined offers that convert best when the entry step is frictionless.
Discovery callsProposalsRetainersWorkshopsAuditsProductised offersReferralsRetainers
Consulting leaks
Where independent consultants lose work
The busier you are delivering, the more the pipeline leaks.
Reply leak
Enquiries wait while you are on client calls and go to a consultant who replied first.
Proposal leak
Proposals are sent and then never followed up with structure.
Booking leak
Discovery calls get no-showed with no reminder running.
Pipeline leak
No consistent way to capture and re-engage older opportunities.
The exact AI system
Enquiry to engagement, connected
A pipeline that runs while you deliver.
What the system handles
- Replies to content, DM and referral enquiries promptly.
- Qualifies scope, budget range and timing before a call.
- Books discovery calls into your calendar with a pre-call form.
- Logs notes and actions after calls into your CRM.
- Follows up proposals on a cadence that stops on reply.
- Re-engages past clients and dormant opportunities.
Enquiry to signed engagement
- t0Enquiry captured with source
- +minQualification: scope, budget range, timing
- Same dayDiscovery call booked with a pre-call form
- −1dReminder sent; show rate protected
- +2dProposal staged and follow-up cadence started
- LaterPast clients re-engaged for repeat work
What the AI handles end-to-end
The pipeline admin you do not have time for
Everything between interest and a signed engagement.
Enquiry response
Fast replies across DM, email, chat and forms.
Qualification
Scope, budget range and timing captured.
Discovery booking
Calls scheduled with pre-call context.
Call summaries
Notes and actions logged automatically.
Proposal follow-up
Structured cadence to a decision.
CRM sync
Every opportunity logged with source and stage.
No-show recovery
Timed rebooking of missed calls.
Nurture
Not-ready leads kept warm appropriately.
Reactivation
Dormant opportunities re-engaged.
Reporting
Pipeline by stage, source and proposal outcome.
Sample follow-up sequence
A quiet enquiry, reopened
A cadence that recovers interest without pressure.
Quiet enquiry — Day 1 to Day 14
- Day 1A helpful reply that answers their question and offers a call.
- Day 3‘Still looking into this? Happy to help.’
- Day 6A relevant insight tied to their problem, information only.
- Day 10Offer a shorter intro call if a full discovery feels heavy.
- Day 14Final check-in, then nurture with a revisit date.
Every reply routes to you; sequences stop the instant someone responds.
Human in control
What stays human
The agent runs the pipeline; you deliver the expertise.
- All advice, analysis and recommendations.
- Scope, pricing and engagement terms.
- Final approval of proposals and communication.
- Discovery calls and client relationships.
- Anyone who asks for you directly.
Your expertise, your call
The agent qualifies and coordinates using your approved offer details. It never invents a recommendation, fee or timeline — anything unusual is flagged to you.
No fabricated advice. You own every engagement.
Consultant visibility
Pipeline and protected time
See where your billable time is actually going.
Pipeline dashboard
Enquiries, calls and proposals by stage and source.
Time view
Admin handled vs. hours protected.
Source reporting
Which content and channel produce engagements.
The questions a consultant asks
- How many discovery calls did I book this month?
- Which proposals are stale and need a call?
- How much admin did the system absorb?
Attribution on the engagement
- SourceContent / DM / referral
- LeadOperations audit — 40-staff business
- Agent actionQualified, booked, summarised, proposal chased
- OutcomeEngagement signed → onboarding scheduled
- ReportingPipeline and outcomes by source
FAQ
Questions, answered
I sell my time. How does automation help?
By protecting it. The system answers enquiries, qualifies fit, books discovery calls and chases proposals — so the hours you sell are spent on billable work, not on admin between calls.
My audience hates bots. Will this hurt my brand?
Transparent, value-first DM flows do not feel like bots — they feel like a fast, helpful first reply. The AI introduces itself honestly, answers a real question, and hands off to you for the human part. You approve the tone and wording before it goes live.
I don’t want to lose the personal touch. Does it replace me?
Never. It handles the volume, timing and follow-up — the DMs you would miss at 11 pm, the follow-up you meant to send on day three. You still show up for the calls and the transformation. The system protects your personal touch by making sure people actually reach it.
I already have a CRM. Is this redundant?
No — we automate on top of your CRM rather than replacing it. Leads, conversations and bookings sync to the tool you already use, and it finally gets updated in real time because the system does the data entry.
Will it sound like me?
You approve the script, tone and knowledge base. The agent sells your existing offer using your language — it never invents pricing, programs or promises.
What happens when someone wants a person?
They are handed straight to you or your team, with the full conversation history attached so they never have to repeat themselves.
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.
Keep going
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Ready to make your pipeline predictable?
Book a free AI strategy call and we will map your enquiries, discovery calls and proposals against this system.