AI Employees for Consulting Firms.
You sell your time, then give half of it away to scheduling, follow-up, and note-taking. Proposals sit unsigned. Discovery leads wait days for a reply while you are in a client session.
Today so far
- Agent: active | Role: Practice Coordinator
- Discovery leads qualified: 11 | Meetings booked: 17
- Proposals followed up: 8
- Call recaps sent: 14
- Documents & intake collected: 23
Your calendar full of billable work. Every lead answered. No proposal left on the table.
A Day in the Life
Here is what your AI employee does in a typical 24-hour period. Every single day. No days off.
Sends recap notes and action items from yesterday's client sessions before the day starts, so nothing agreed gets lost.
Replies to overnight inbound inquiries, qualifies scope and fit, and books discovery calls with the right prospects.
Reschedules a client who moved a workshop and reshuffles the week without a single back-and-forth email.
Follows up on two outstanding proposals, answers scope and pricing questions, and nudges toward signature.
Collects the pre-engagement documents and data a new client owes so the kickoff is not delayed.
Fields a prospect asking whether you handle their kind of problem, qualifies them, and books an intro call.
Prepares and sends the agenda and pre-read for tomorrow's strategy session to all attendees.
Chases an invoice that is 30 days out and answers a client's billing question, so you never have that conversation.
You wrap for the day. The AI keeps qualifying inbound leads and answering prospect questions after hours.
A referral fills out your contact form. They are qualified and a discovery call is booked before morning.
What It Replaces
The math is not complicated. It is just uncomfortable.
Human Executive Assistant
Works 40 hrs/week. Can handle one task at a time. Goes home at 5. Your business problems do not.
What It Handles
Every task your AI employee manages, day in and day out. No task too small. No task forgotten.
Discovery Lead Qualification
Responds to inbound inquiries fast, qualifies scope and budget, and books discovery calls so you only spend time on real fits.
Client Meeting Scheduling
Books, reschedules, and coordinates sessions across busy calendars and time zones without the email tennis.
Proposal Follow-Up
Chases outstanding proposals, answers scope and pricing questions, and moves prospects to signature.
Call Recaps & Action Items
Sends summary notes and next steps after every session so commitments never slip through the cracks.
Engagement Intake
Collects the documents, data, and access a new client owes so kickoffs start on time, not two weeks late.
Meeting Prep
Assembles and distributes agendas and pre-reads so every session starts focused and on time.
Invoice & Payment Follow-Up
Chases outstanding invoices and answers routine billing questions so you get paid without the awkward conversation.
Referral & Inquiry Response
Handles the constant "do you do this kind of work?" so no referral goes unanswered.
After-Hours Intake
Qualifies and books prospects who reach out nights and weekends, so a hot lead never waits for your calendar.
Who It Works For
Business types within this industry that get the most value from an AI employee.
Independent Consultants
Solo practitioners who need an assistant's coverage without an assistant's salary.
Boutique Consulting Firms
Small teams where partners lose billable hours to scheduling and follow-up.
Management & Strategy Consultants
Advisory shops running heavy meeting loads, proposals, and client coordination.
IT & Technology Consultants
Technical advisors juggling discovery calls, scoping, and project intake.
HR & People Consultants
Practices coordinating engagements, documents, and recurring client touchpoints.
Financial & Business Advisors
Advisors managing client scheduling, document collection, and proposal follow-up.
Roles this covers: AI Executive Assistant · AI Sales Development Rep
Ready to bill more and chase less?
Pick a plan and your AI practice coordinator starts this week. Setup is handled entirely by our team.
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