AI for consultants: Bill for thinking, not typing.
Proposals, research, meeting notes, client updates and your pipeline handled, so your hours go to the work clients pay for.
Book a free call · Call our AI front desk: (831) 574-6373
How to use AI as a consulting firm
- Write proposals fast. Drafts from your past proposals, the client's notes and your pricing.
- Prep for every meeting. A one-page brief on the person and company before each call.
- Turn calls into follow-ups. Notes, action items and a drafted follow-up email after every call.
- Research faster. First-pass research on a market or question, with sources to check.
- Keep the pipeline moving. Flags the threads where someone is waiting on you.
What we build for consultants
- Proposal builder. Turns call notes into a branded proposal in minutes.
- Meeting prep. A one-page brief before each call: who they are, past emails, what to ask.
- Call to follow-up. After the call: notes, action items and a drafted follow-up email.
- Follow-up watchdog. Flags threads where someone is waiting on you, or you're waiting on them.
- Case study writer. Turns a finished project into a short case study and a sales slide.
Pricing
- Hotline: $349 per month, plus $500 setup per line. The AI front desk. Answers every call, takes the details, books into your calendar.
- Workflow sprint: $1,500 one time. One workflow built on your tools, documented, and live in a week.
- Core: $2,500 per month. Claude Team set up as your operating system, plus a few workflows, maintained and improved.
- Growth engine: $5,000 per month. Leads, outreach, content and reporting running every week.
- Full stack: From $7,500 per month. Ops, growth and product together, including full builds.
Questions
Do I need to be technical?
No. We set everything up in your own accounts, connect the tools you already use, and train your team. You approve anything that goes to a customer.
What does it cost?
A single workflow is $1,500 one time. The AI front desk is $349 a month plus $500 setup per line. Ongoing plans start at $2,500 a month. The full price list is on this page.
How fast is it live?
The first workflow is usually running within a week of the plan being approved.
Which AI do you use?
Usually Claude, set up for your whole team. We also work with ChatGPT and open-source models when they fit better.
Will it send things without me?
Only what you approve. Most workflows draft for your review. Anything automatic follows rules you set.