Use cases

Consulting / Service Providers

✅ Niche & Pain

Consultants spend too much time onboarding, analyzing client data manually, and writing the same reports repeatedly.

🤖 Agents

  • Onboarding Wizard Agent

  • Revenue Intelligence Agent

  • Proposal Drafter Agent

  • AI Client Insights Reporter

🧠 ML / Models

  • Time-series trend detection

  • Revenue segmentation

  • NLP for proposal/report drafting

  • Predictive analytics (basic regression or AutoML)

🧩 Integrations

Google Sheets, DocuSign, Dropbox, CRM, Stripe

🔁 Workflow

  1. Client signs up → onboarding agent collects data.

  2. Revenue data is processed & insights summarized.

  3. Drafted proposal or QBR reports generated via agent.

  4. Dashboards + chat-based insights delivered monthly.

💸 Business Impact

→ Saves 10–20 hours/client/month
→ Enables solo consultants to scale
→ Adds recurring value through insights