Consulting / Service Providers
Automate Your Consulting Workflow
Our custom AI agents automate client onboarding, data analysis, and report generation. Free your team from repetitive tasks to focus on high-value work.
We Understand Your Pain
Manual Onboarding Is Slow
Onboarding new clients takes 3× longer than it should, delaying the start of actual work.
Report Writing Is Repetitive
Too much time spent manually pulling data and writing the same types of reports, month after month.
Scaling Means Soaring Costs
Growing a client base requires a linear increase in headcount, putting a cap on profitability.
AI Agents as Your New Operations Team
Onboarding Agent
Auto-collects client data (via chat or forms)
Preps personalized onboarding checklists
Saves you tens of hours
Revenue Intelligence
Spots trends in client data you’d never notice
Predicts cash flow risks before they blow up
Turns messy numbers into clear action plans
Proposal Drafter
Drafts tailored proposals using your past wins
Pulls in client-specific data automatically
Wins more deals with intelligent proposals
Client Insights Reporter
Auto-generates client-ready reports
Highlights key wins and growth opportunities
Cuts reporting time by 70%
Tech Capabilities
Trend detection and seasonality alerts for proactive decision-making
Revenue segmentation to surface high-value accounts
AI-driven proposals that auto-generate client-ready drafts
Predictive insights with advanced regression and AutoML techniques
Works With Tools You Already Use
Google Sheets
DocuSign
Dropbox
Your CRM
Stripe
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Google Sheet
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Docusign
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Dropbox
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Stripe
Your CRM
How It Works?
Client signs up, triggering the agent to gather information
Revenue data is automatically analyzed and translated into insights
First proposal drops, ready for e-signature
Dashboards and chat-based client insights are provided monthly
Expected Business Results
10 – 20 hours saved per client, every month
Solo consultants scale to dozens of accounts without extra staff
Recurring insight reports lock in retainer renewals
Ready to reclaim your calendar?
