When an inquiry comes from LinkedIn or your site
It's logged with its source. AI replies in your voice, answers from your services and prices, and offers times for a scoping call. Sensitive or unusual questions come to you.
Runs on autopilotCRM automation and AI lead follow-up for consultants
Keep every inquiry moving from first email to signed retainer, even when you're deep in client work. We set up your CRM (one place for every lead, call and next step) and an AI that replies, follows up and books calls for you. It runs on autopilot. You step in only where you choose.
When client work wins, follow-up loses
Independent consultants and fractional executives sell in the gaps between delivery. Those gaps are where deals stall.
Inquiries wait while you're heads-down on a project.AI replies in your voice, day or night, using your services and prices.
Scoping calls end without a clear next step.The recap and next step go out the same day, and the proposal follows after a yes.
Proposals go out, then go quiet.AI follows up until they reply, and alerts you when a hot deal goes quiet.
Retainer renewals sneak up on you.Check-ins go out on a schedule, and you get a heads-up well before the end date.
Referrals arrive, but nobody tracks them.Every referral is tagged and thanked for you, and you can see who sends work.
Your pipeline lives in your inbox, LinkedIn and a spreadsheet.One pipeline, from inquiry to retainer, kept up to date for you.
Your consulting pipeline: inquiry to scoping to retainer
A ready-made pipeline, adjusted to how you price: projects, retainers or fractional roles.
- InquiryLogged with source
- Scoping callPrep questions and reminders
- ProposalSent for you after a yes
- DecisionFollow-ups if it goes quiet
- Signed retainerE-sign and invoicing
- KickoffWelcome and intake
- Delivery check-insScheduled touchpoints
- Renewal or referralTimed reminders
Scroll sideways to see every stage.
Example automations for consultants
Set up around your services, prices and voice, and run on autopilot. You decide what comes to you.
When a scoping call is booked
It goes straight onto your calendar. They get a few prep questions and reminders, so the call starts with context. If they miss it, AI offers new times and rebooks them.
When a scoping call ends
AI sends the recap and next step, and saves the summary to their record (only if everyone agreed to recording).
Runs on autopilotWhen a client says yes to next steps
The proposal, contract and invoice go out for you, with e-sign and autopay. If they sit unsigned, a polite follow-up goes out, and you get an alert if it's still quiet.
When a retainer is 60 days from renewal
The client gets a check-in on schedule. You get a heads-up with the date and terms, so you can lead the renewal talk.
Hands off to youWhen a project wraps up
A testimonial and referral request goes out, timed for the end of the project. You can turn it off for any client.
Runs on autopilotIs this a fit for your consultancy?
A good fit
- Independent and boutique consultants in the US
- Fractional COOs, CMOs, CROs and other part-time executives
- You sell projects or retainers through scoping calls
- You have a team of one to about thirty
Probably not yet
- You don't have a defined service or paying clients yet
- Your work is in a highly regulated field that handles sensitive client data
Not sure? Book the review. If it's too early, we'll say so.
See what the system would take off your plate, in 30 minutes.
Free Lead Follow-Up Review. No pitch deck. If we're not the right fit, we'll say so.