Consultants
Automation Built For Consultants
Advisory and strategy firms lose leverage when partners spend time on admin instead of client work.
Top 5 Repetitive Tasks We Automate
1
Proposal Generation
3-5 hrs/weekCreate proposals from templates with client data
2
Meeting Follow-ups
2-3 hrs/weekAutomatically send meeting notes and action items
3
Pipeline Management
2-4 hrs/weekTrack deal stages and trigger follow-ups
4
Report Generation
4-6 hrs/weekCompile client reports from multiple data sources
5
Scheduling
1-2 hrs/weekCoordinate multi-party meetings automatically
14+
Hours saved per week
-70%
Proposal turnaround
100%
Pipeline visibility
+20%
Revenue per partner
Example Workflows
See how your tools connect — fully automated, end to end.
1
Meeting → Summary + Actions
From
Calendar
To
Email + CRM
2
Stage Change → Follow-up
From
CRM
To
Email
3
Month End → Client Report
From
Data Sources
To
Email + Portal
Start With a Pilot
Test one consultants workflow in 5 days. See results before committing.
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