Consultation Industry

Optimize your consulting practice with automated client management, scheduling, and follow-up systems.

Lead Qualification Bot

Filter and prioritize leads without lifting a finger.

·Auto-collect lead details from website, Calendly, or DMs
·Qualify based on budget, urgency, and service needs
·Route hot leads directly to your calendar or CRM

Client Portal Automation

Give clients a self-serve space for resources, updates, and deliverables.

·Auto-generate a Notion or Google Drive portal per client
·Upload proposals, invoices, meeting notes automatically
·Notify clients via email/WhatsApp when something is updated

Proposal to Project Kickoff

Seamlessly shift from pitch to execution—without delays.

·Trigger invoice and contract after proposal acceptance
·Create internal task boards with onboarding steps
·Schedule kickoff calls and assign delivery timelines

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Consultation FAQ

From booking and reminders to client onboarding, proposal generation, email follow-ups, CRM updates, and report delivery—most backend tasks can be automated.