AI workflows for independent consultants and small consulting firms.
Independent consultants and small consulting firms run on the consultant's time, and that time leaks fastest to repetitive process work — writing variations of the same proposal, scheduling, weekly client status, invoice prep, expense capture, and a backlog of follow-ups that never quite get sent. Each one is small. Together they swallow billable days. We sit with you, find the patterns, and replace the most expensive ones with AI workflows in the tools you already use. The advisory work, the strategy, the client conversations stay with you. The repetitive admin stops costing you billable days.
What we'd typically build for consultants.
- Proposal-prep flows that pull from a library of past sections and tailor the draft
- Weekly client status digests built from your notes and calendar
- Meeting recap drafts written automatically after every client call
- Follow-up sequences for prospects and lapsed clients that actually get sent
- Invoice prep automations that turn your time entries into clean invoices
- Expense and receipt capture flows that don't need a Sunday-night reconciliation
Where your team's time goes back.
- More billable days, fewer admin evenings
- Faster proposals out the door (and more of them)
- Tighter follow-up means more deals closed from the same pipeline
- Cleaner invoicing and expenses without the Sunday-night ritual
Typical engagement: independent consultant or small firm
We'd typically start with the proposal-prep flow (the single biggest time leak for most consultants), wire up the follow-up sequence so prospects don't go cold, and automate weekly status digests for retainer clients. The client work itself stays untouched.
Questions consultants ask before they book.
I'm a solo consultant. Is this worth it for me?
Often more than for a small firm, because every hour saved is an hour you can spend on billable work or new business. The audit will tell you honestly whether it makes sense for your specific setup. If it doesn't, we'll say so.
I use a stack of different tools (HubSpot, Notion, Calendly, Stripe, etc.). Is that a problem?
It's the normal state of affairs for consultants and it's exactly what we're good at. We tie the tools together with a thin layer that does the boring sync work, so you don't keep retyping the same information into three systems.
Will AI write my proposals for me?
It will draft them from a library of your past sections and tailor them to the prospect. You edit the draft into the final proposal. The thinking is still yours; the AI handles the typing.
What about confidentiality with my clients?
Same answer we give every client: we work inside the tools you already use, with your existing permissions. Client data doesn't move anywhere new. We're explicit about which automations touch sensitive information.
Want this for your consultants firm?
Book a 30-minute call. We'll walk through how your work actually moves, share rough numbers, and give you our honest read on the time and money automation can give you back.
Book a 30-minute call