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Consulting: agents ready to work for you.

Proposals, engagement reports, monitoring and time tracking for consultants and consulting firms. 20 matching templates, ready after one or two questions.

Your industry:

20 templates for consulting

  • Automation

    Quote follow-up

    Unanswered quotes followed up after 5 business days, with a polite, personal message.

    Google SheetsGmail

    €9 per monthWeekdays at 9 am

  • Automation

    Prepared LinkedIn messages

    Every week, 15 personalized outreach messages, ready for you to approve and send.

    Google SheetsGoogle Docs

    €4 per monthEvery Monday at 8 am

  • Automation

    Lead enrichment

    Every new CRM contact completed: job title, company size, website, LinkedIn.

    HubSpotApollo

    €79 per monthOn every new contact in HubSpot

  • Automation

    Sales proposals

    After the discovery meeting, a structured proposal in your style, ready within an hour.

    Google DriveHubSpot

    €9 per monthAfter every discovery meeting

  • Automation

    Tender finder

    Public tenders in your field spotted every morning, summarized and ranked.

    Web searchGmail

    €49 per monthWeekdays at 7:30 am

  • Automation

    Public procurement watch

    Every morning, public tenders in your field and area, with their deadlines.

    FirecrawlGmail

    €19 per monthWeekdays at 7:30 am

  • Project

    Coach website

    Your coaching, your packages, testimonials and booking a first call.

    Calendly

    €49 per monthChanges on demand

  • Automation

    Proposal follow-up

    Every proposal sent followed up tactfully, the decision tracked to a yes or a no.

    PipedriveGmail

    €4 per monthWeekdays at 9 am

  • Automation

    Time tracking and billing

    Time spent on each matter recovered from your calendars and emails, ready to bill.

    Google CalendarGmailHarvest

    €3 per monthOn the 28th of every month at 8 am

  • Automation

    Time spent per client

    Every week, time spent compared with the retainer sold: overruns flagged before invoicing.

    Toggl TrackGoogle Sheets

    €3 per monthEvery Monday at 9 am

  • Automation

    Client meeting notes

    After a meeting, the summary memo, documents to request and engagement letter prepared.

    Google DocsGmail

    €9 per monthAfter every first meeting

  • Automation

    Engagement meeting minutes

    After every client workshop, the minutes, decisions and progress update sent.

    tl;dvGoogle SheetsGmail

    €9 per monthAfter every engagement meeting

  • Automation

    Recurring invoices

    Your monthly invoices generated and sent on the 1st, without fail.

    FreshBooksGoogle Sheets

    €3 per monthOn the 1st of each month at 8 am

  • Automation

    Structured client briefs

    A client call or email becomes a complete brief: goals, audience, deliverables, deadlines, budget.

    FathomClickUp

    €5 per monthAfter every client conversation

  • Project

    Consultant website

    Your expertise, references, offers and articles, so you get chosen faster.

    No connector

    €49 per monthChanges on demand

  • Automation

    Training course design

    A complete training course built from your expertise: outline, slides, exercises.

    Google Drive

    €5 per monthOn demand

  • Automation

    Industry notes for your clients

    Every month, a note on your clients' industries: figures, trends, regulation.

    Web searchGmail

    €3 per monthOn the 5th of every month at 8 am

  • Automation

    New customer onboarding

    A welcome sequence that guides each new customer through their first two weeks.

    HubSpotGmail

    €4 per monthMonday to Friday at 10 am

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