CRM and AI for consultants
Introductions arrive while you are deep in client work, proposals go unchased because chasing feels awkward, and the next quarter starts with an empty diary. AI for consultants means the follow-up, the scoping-call booking and the paperwork run on their own, so billable days stop competing with business development.
For consultancies with 10 to 250 staff- Client referrals
- Partner introductions
- Speaking events
- Published articles
- Past clients
- Accountants and lawyers
- Website enquiries
- Webinars
- Alumni networks
Business development happens between engagements
Most consulting firms win work through introductions and reputation. That works until the partners are fully booked. Then introductions wait a week for a reply, scoping calls slip, and proposals go out without anyone chasing them. When the engagement ends, the pipeline is empty and the cycle starts again.
The admin repeats itself too. A signed client is set up again in invoicing, the same proposal sections are rewritten for every bid, and the follow-up lives in one partner's head. Chasing a proposal feels like nagging, so nobody does it, and good work is lost to silence rather than to a competitor. The fix is a system that sends the polite, useful follow-up for you and tells you when a client is ready to talk.
Introductions cool off
A warm referral arrives mid-engagement and gets a reply a week later, when the moment has passed.
Proposals go unchased
Nobody wants to nag, so a proposal sits unanswered until it is quietly lost.
Past clients go quiet
Clients who would buy again hear nothing between engagements and hire someone else.
Admin is re-keyed
A signed client is typed again into invoicing, scheduling and email by hand.
Introductions answered.
Proposals followed up.
Diaries full again.
Introductions and proposals kept warm until they are ready
Most introductions are not ready to buy on day one. The platform keeps the conversation going and hands it back to you when the client is.
Long-term nurture and reactivation
- Trigger
Starts when
An introduction has not booked a scoping call yet, or a proposal has gone quiet
Introduction logged
Each introduction is tagged by referrer and topic, so the follow-up fits what they asked about.
InstantUseful notes on a rhythm
A short briefing or case note, worth opening, not a sales message.
Every 2 weeksEngagement watched
Opens, clicks and replies are recorded, so you know who is warming up.
Ongoing- EngagedOpened, clicked or replied
Scoping call offered
When someone engages again, you are told and a booking link goes out.
Same dayCall-back booked
On the owner's calendar
- Done
- Quiet for 90 daysNo engagement
Proposal follow-up
Stalled proposals and past clients get a direct, personal check-in.
QuarterlyReplies routed to the owner
With the history attached
- End
- EngagedOpened, clicked or replied
- Proposal sent: operations review, phase onesent
- Opened twice by the client, once by their finance lead
- No reply. Note sent offering a narrower first phasesent
- Client replied: can we limit it to the two sites?new
- Partner alerted, scoping-call link sent
- Scoping call booked for Monday 09:30booked
- Follow-up sequence stopped, partner owns the threaddone
Illustration of a typical proposal follow-up. You set the wording and the timing.
Where introductions leak before a scoping call
Put in your own figures. The result is your arithmetic, not a promise.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
value of a booked meeting = your close rate × first-year value
low estimate: enquiries with no reply × your conversation rate × your booking rate × value of a meeting
high estimate: the low estimate + enquiries replied to without a conversation × your booking rate × value of a meeting
The low figure counts only enquiries nobody replied to. The high figure adds enquiries that got a reply but never became a conversation. Not every one of them was winnable.
Worked example. 100 enquiries, 80% replied to, 60% of those reach a conversation, 40% of conversations book, 25% of meetings close at 5,000: 20 enquiries get no reply and 32 never reach a conversation, roughly 6,000 to 22,000 of first-year revenue at stake each month.
A CRM for consultants that does the chasing
Six parts of the platform matter most to consulting firms. Each writes to the same client record, so the introduction, the proposal, the signature and the invoice are one history.
Proposals with e-signature
Build proposals from templates that pull in the client and fee, then collect a legally binding e-signature with a certificate that records who signed and when. Set the signing order, for example the sponsor first and procurement second, and an expiry date after which the proposal can no longer be signed.
Calendars for scoping calls and sessions
Booking pages with live availability, buffers before and after client sessions, and recurring appointments for advisory or coaching work, each with its own reminders. Clients get a link to reschedule rather than cancel.
Follow-up workflows
Proposal check-ins, post-engagement notes and renewal reminders run as workflows triggered by a stage change or a date on the record. You can describe a workflow in plain language and have it built for you, then read and edit each step.
AI content in your voice
Draft briefings, follow-up emails and posts from your own notes, then edit and approve. Practical AI for consultants who would rather spend the evening on the client than on admin. The judgement in the work stays yours.
Invoices, retainers and payment on signing
A proposal can take the first payment when it is signed. After that, send invoices from the same record and keep a card on file for a monthly retainer, so a signed client is never typed into a second system.
Email marketing to your network
A segmented newsletter to introductions, past clients and referrers keeps you in mind between engagements. Write one useful note a month and the platform tells you who opened, clicked or replied.
- When a proposal has had no reply for a week
- Then send a short note offering to adjust scope
- If they reply, send the scoping-call link
- Else remind the partner to call
- Always log each step on the client record
What to set up first, in order
Each step pays back before the next one starts. Most firms run all four within the two to four weeks it takes to go live.
Scoping-call booking page
One booking page per partner or one shared page, with buffers around client sessions and reminders by email and text. Clients reschedule from a link instead of an email thread.
Proposal template and follow-up
Turn your best proposal into a template with fee and client fields, then add the follow-up: a note after a week, a scope option after two, a partner call after three.
Introductions on one record
Tag every introduction by referrer and topic, so the newsletter fits what they asked about and you can thank the people who send you work.
Renewal reminders
Add each engagement's end date to the record. A workflow reminds the partner well before it, with a check-in drafted for approval.
From inbox, spreadsheet and memory to one system
A typical consulting firm runs business development across email, a spreadsheet of introductions, a booking link, a proposal tool, an e-signature tool and separate invoicing. Every hand-off is a place where a client is re-keyed or forgotten.
The usual consulting stack
- Introductions tracked in email threads
- Proposals chased when someone remembers
- Signatures and invoices in two more tools
- No view of which referrers bring work
One platform
- Every introduction on one record, with its referrer
- Proposal follow-up that runs on a schedule you set
- Signature, first payment and invoice on the same record
- Reporting from introduction to signed engagement
Consolidating means one licence, one client record and follow-up that no longer depends on how busy the partners are. Your analysis and delivery tools stay as they are.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Sales follow up: how it works and how to set it up
The personal half of sales follow up: a dated task for every touch and a library of tested snippets each salesperson adapts so it never reads like a template.
How to use AI for business
How to use AI for business, starting with your own staff: an in-app assistant that reads the CRM and prepares calls, then a customer-facing bot once trusted.
Client retention strategies for growing companies
Catch unhappy clients before they cancel. These client retention strategies use a short check-in at key milestones and route low scores to the account owner.
The same platform, written for other kinds of business: agencies, mortgage brokers and real estate.
Questions buyers ask
What is the best CRM for a consulting business?
One built around introductions, scoping calls and proposals rather than a sales team's call lists. It should book the call, send and chase the proposal, collect the signature and move a signed client into invoicing without anyone re-keying details.
What are the most useful AI tools for consultants?
Start with the work that recurs every week: drafting follow-up, summarising call notes into the record and answering enquiries that arrive while you are with a client. Keep the advice itself human. That split is where AI for consultants earns its keep.
How do management consultants use AI without risking client trust?
Use AI for the admin around the work, not the judgement in it. AI-drafted messages can wait in a suggestion queue for your approval, and the AI agent answers only from the information you give it. Do not paste confidential client material into prompts you would not want stored.
Will automated follow-up feel pushy to clients?
Only if it is written that way. You set the tone, the interval and when it stops, and each message offers something useful, such as a narrower first phase. Any reply stops the sequence and hands the conversation back to a person.
Can a proposal need more than one signature?
Yes. Add each signer and choose whether they sign in order or at the same time. The proposal stays marked as waiting until every required signer has finished, and you can see who is holding it up.
Is it overkill for a small firm?
Below about ten people, a calendar link and a good inbox may be enough. The platform pays off when several partners sell, introductions come from many places and nobody has the whole pipeline in view.
What does it cost for a consulting firm?
The licence is €7,512 a year with unlimited users and 30 hours of onboarding included. Work beyond that is €85 an hour, agreed first. Most firms are live in two to four weeks.
Find where your introductions stall
Bring your last quarter of introductions and proposals. On the call we trace where they stopped and tell you plainly which fix would pay first.
Book a strategy call
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Keep business development running while you deliver
Follow-up, booking, signatures and invoicing that do not wait for the engagement to end.