Industries · Professional Services

More Discovery Calls Booked, Fewer Proposals Left Unanswered

Consulting revenue is won or lost in discovery and proposal follow-up. The AI handles intake, meeting notes and the structured chase that closes engagements.

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A consulting engagement, coordinated

InboundDiscovery enquiry captured and qualified against your fit criteria
BookedDiscovery call scheduled with the right consultant
NotesCall summarised: decisions, actions, owners, dates
ProposalSOW details drafted and staged for review
Follow-upStructured chase until the proposal is accepted or declined

How consulting firms win work

The best firm rarely wins on price alone

Consulting is sold on trust and responsiveness. Slow intake and un-followed proposals cost engagements to firms with worse ideas and faster admin.

Where engagements start

Referrals and your partners’ networks.
Thought-leadership content and speaking that drive inbound.
Search for specific problems and methodologies.
Outbound and partner channel conversations that need structured follow-up.

Map my pipeline

Illustrative: a proposal that went cold

Day 0Great discovery call; everyone is enthusiastic
Day 3Proposal promised ‘by end of week’
Day 8Proposal sent, no follow-up scheduled
Day 20Client signs with a firm that stayed in touch
ResultWon the meeting, lost the engagement

Discovery and proposal leaks

Where consulting firms lose engagements

The leak is almost always after the first good meeting.

Common leaks

Discovery enquiries that wait days for a reply while partners travel.
No consistent qualification, so time goes to engagements you would decline.
Proposals that are sent but never followed up with structure.
Meeting notes lost between notebooks, inboxes and memory.
Deliverable milestones that slip without a proactive client update.
Past clients never revisited for the next phase of work.

Illustrative: where proposals die

SentProposal emailed — no follow-up date set
Day 7Nobody checks whether it was even opened
Day 14Client has questions nobody asked to hear
Day 21Decision made quietly, elsewhere
ResultGreat work, no discipline in the chase

The exact AI system

Discovery to signed SOW, connected

A coordination layer your partners can trust to be consistent.

What the system handles

Captures and qualifies inbound discovery enquiries.
Books discovery calls into the right consultant’s calendar.
Summarises calls into decisions, actions, owners and dates.
Drafts and stages proposals and SOW details for review.
Runs a structured proposal follow-up cadence.
Tracks deliverable milestones and sends proactive client updates.

See this on my pipeline

Enquiry to engagement

t0Enquiry captured and qualified against fit criteria
t+1 dayDiscovery call booked with confirmation and reminders
Post-callStructured summary logged to CRM within the hour
t+2 daysProposal details staged for partner approval
Follow-upCadence runs until decision; stops on reply
Won/LostOutcome captured; declines enter long-term nurture

What the AI handles end-to-end

The coordination that wins engagements

All the discipline around the work, none of the drain on partners.

Discovery intake

Enquiries captured and qualified promptly.

Appointment scheduling

Discovery calls booked with reminders and reschedules.

Meeting summaries

Decisions, actions, owners and dates captured every time.

Proposal drafting

SOW details staged for partner review.

Proposal follow-up

Structured cadence that stops on reply.

Deliverable tracking

Milestones monitored with proactive client updates.

Status reporting

Client updates without a partner writing them.

Reactivation

Past clients re-engaged for the next phase.

CRM updates

Every touch logged with source and next action.

Reporting

Pipeline by stage, source and proposal outcome.

Sample follow-up sequence

A proposal, followed up with structure

The cadence that converts ‘let us think about it’ into a decision.

Proposal sent — Day 0 to Day 18

Day 0Proposal delivered with a short summary of the recommendation.
Day 2‘Any questions on the approach or the phasing?’ — invites the real objection.
Day 5Information-only value touch: a relevant point, no pressure.
Day 9Offer a 20-minute walkthrough of the scope and timeline.
Day 18Final check-in, then moves to nurture with a revisit date.

Sequences stop the instant a prospect replies, and every reply routes to a human.

Human in control

What stays with your consultants

The agent provides structure; your people provide the thinking.

All recommendations, methodology and advice.
Scope, pricing and SOW terms.
Final approval of proposals before they are sent.
Relationship decisions and engagement acceptance.
Any client who asks for their consultant directly.

Talk it through

Approval before it goes out

Proposals, SOWs and client updates are staged for review and released only after your sign-off. The agent works from your approved language and process.

No fabricated scope, pricing or recommendations. A person owns every proposal.

Partner visibility

Pipeline, proposals and update discipline

See every opportunity and where it actually is.

Pipeline dashboard

Every enquiry with stage, source, proposal status and next action.

Proposal tracker

Which proposals are open, stale or decided.

Source reporting

Which channel produced engaged work, not just meetings.

The questions a partner asks

Which proposals have gone quiet and need a human call?
What is our discovery-to-engagement conversion by source?
How many past clients have we re-engaged this quarter?

Attribution on the engagement

SourceReferral / content / outbound
LeadDiscovery — operations turnaround, mid-market
Agent actionCall summarised; proposal staged and followed up
OutcomeSOW signed → delivery kickoff checklist sent
ReportingPipeline and outcomes rolled up by source

FAQ

Questions, answered

Does the AI replace our consultants?

No. It handles discovery intake, note-taking, proposal follow-up and deliverable tracking. Thinking, recommendations and delivery stay with your consultants.

Can it help with SOWs and proposals?

Yes. It drafts the details and stages the document for your review; a human approves scope and pricing before anything is sent.

How does meeting summarisation fit in?

After a call, the agent produces a structured summary — decisions, actions, owners and dates — and logs it to your CRM so nothing is lost.

Will it work with our project tools?

We build around common stacks — Monday, Asana, Notion, HubSpot, Salesforce, Airtable and general CRMs — and are honest about integration limits.

Is client information kept confidential?

Yes. Access is scoped to approved systems, and outbound client communication is held for human approval.

Can it keep senior partners out of routine admin?

That is the point. Intake, scheduling, notes and follow-ups are handled so partners spend their time on judgement and relationships.

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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.

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