Consultants and consulting firms sell their expertise, but spend a lot of time writing proposals, reports and briefing notes, then chasing pending decisions.
An AI agent prepares these documents from your notes and templates, and follows each proposal until it gets an answer. You keep the analysis and the client relationship.
What an AI agent takes care of#
Write the proposal#
After the discovery meeting, a structured proposal that matches your brand. Template: Sales proposals.
Send engagement reports#
After each workshop, the report, decisions and progress update go out to the client. Template: Engagement meeting minutes.
Follow up on proposals sent#
Each proposal followed up tactfully, and the decision tracked until you get an answer. Template: Proposal follow-up.
Deliver an industry briefing#
Every month, a note on your clients' industry: trends, regulation, news. Template: Industry notes for your clients.
Where to start#
Following up on proposals is a profitable first agent: all it takes is a tracking sheet, and no deal goes unanswered because someone forgot. Describe the task to the architect, or start from an industry template: it will only ask the questions that apply to you, and the price is shown before launch. The pricing page details the plans.