AI for Agencies and Consultants · Toronto & Ontario
AI for agencies and consultants who sell their time
Spend less time on proposals, reports and admin, and more on billable client work.
How AI helps agencies and consultants
Agencies and consultants sell expertise and time. Every hour spent on proposals, status reports, onboarding and chasing leads is an hour not spent on client work.
We set up AI across your team and automate the operational work around delivery, from first enquiry to monthly reporting.
What we automate
AI automation for agencies and consultants
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Claude set up for your team
Shared projects, your past proposals and templates, and prompt libraries for consistent, faster work.
Claude Business Setup → -
Lead follow-up
Automatic follow-up after discovery calls, so promising leads don't go quiet.
AI Lead Follow-Up System → -
Automated client reporting
Reports pulled from your tools and written up in plain English for each client.
AI Reporting Dashboard → -
Connected delivery workflows
Your CRM, project tools and invoicing connected so handoffs happen automatically.
Custom Workflow Automation →
Example
From discovery call to signed proposal
Safeguards: You review every proposal and client deliverable. We help you set guidelines on what client information goes into AI tools.
- 1
After a discovery call, the notes are summarized automatically.
- 2
Claude drafts a proposal from your templates and past work for you to refine.
- 3
If the client doesn't respond, follow-ups go out on schedule.
- 4
Once signed, onboarding tasks and the welcome email trigger automatically.
FAQ
AI for agencies and consultants: common questions
How can AI help a consulting business?
Mostly by speeding up proposals, reports and admin, and by making sure no lead or client task slips through the cracks.
We already use ChatGPT. What would you add?
A shared, consistent setup across the team, connected to your real tools and templates, plus automation for the operational work around delivery.
Can AI write client reports?
It can pull data from your tools and draft the report, which you review before it goes to the client.
Other industries
Serving agencies and consultants across the GTA
Start with an audit
Find out where AI fits your business
Start with an AI Business Audit. We'll look at how you work today and show you the automations that will save the most time first.