Stop Losing Billable Hours to Tedious Follow-Ups Automate Client Engagement and Reclaim Your Time
Consulting firms waste an average of 15 hours per week on manual follow-ups, according to a Deloitte survey. Our custom AI automation slashes that by 70%, delivering $150K+ annual ROI through streamlined client relationships and faster project wins.
Join 250+ businesses with streamlined client workflows
The "Follow-Up Fatigue" Problem
Chasing unresponsive clients in RFP processes erodes 20-30% of billable time in high-value strategy sessions
Manual email tracking disrupts focus on advisory deliverables and client trust-building
Inconsistent follow-ups on consulting proposals lead to 15-25% lost opportunities in competitive enterprise bids
Overloaded calendars from ad-hoc check-ins hinder deep-dive analysis for enterprise clients
Fragmented CRM notes on client interactions create compliance gaps and inefficiencies in long-term advisory relationship management
Delayed automated responses to RFPs waste 10-15% of opportunities in time-sensitive strategic advisory projects
Tailored AI Follow-Up Automation Built for Your Consulting Workflow
With over a decade of engineering custom AI for expertise-driven firms, we've empowered 150+ consulting teams to own their client pipelines without subscription sprawl.
Why Choose Us
We craft bespoke AI systems that mirror your consulting cadence—analyzing past engagements, predicting client needs, and executing personalized follow-ups. Unlike off-the-shelf tools that force-fit generic templates, our enterprise-grade automations integrate seamlessly with your CRM and project tools, creating a unified pipeline that evolves with your firm's growth. Short on time? We handle the heavy lifting. Expect production-ready code you own, not rented fragility.
What Makes Us Different:
Quantifiable Gains for Your Practice
Reclaim 12-15 Hours Weekly
Reclaim 12-15 Hours Weekly: Manual follow-ups on consulting proposals drain your team's capacity for billable strategy work, often costing firms $150K+ in lost advisory hours annually. Our automation handles outreach via integrated CRM triggers, scheduling virtual check-ins, and updating engagement logs—freeing consultants to focus on high-impact deliverables like SWOT analyses. Firms see a 25% productivity boost, translating to $200K+ in recovered billables annually from streamlined enterprise engagements.
Accelerate Deal Cycles by 40%
Accelerate Deal Cycles by 40%: In consulting, timing is everything for securing advisory retainers. AI detects engagement signals from email opens and meeting notes, triggering timely, context-aware messages that reference prior strategy discussions, shortening the gap from pitch to project kickoff by 2-3 weeks. This isn't guesswork; it's powered by your CRM data, yielding faster RFP responses and a 30% uplift in win rates for enterprise clients with multimillion-dollar scopes.
Enhance Client Relationships with Precision
Enhance Client Relationships with Precision: Like a seasoned advisory partner anticipating needs, our system nurtures leads with tailored insights from past interactions, such as referencing key performance indicators from quarterly reviews. Reduce churn by 35% through consistent, non-intrusive touchpoints via automated LinkedIn nudges and email recaps that build trust—without the overhead of manual tracking in scattered Excel sheets or disjointed CRM entries.
What Clients Say
"Before AIQ Labs, our team wasted Fridays chasing unresponsive stakeholders on stalled RFPs, eroding our focus on core strategy deliverables. Now, the automation intelligently pings key contacts based on our CRM engagement history, and we've closed three major enterprise advisory projects worth $1.2M in the last quarter that we'd otherwise lost to competitor delays. Saved us about 10 hours a week, no exaggeration, allowing deeper dives into client value propositions."
Sarah Mitchell
Senior Partner, Apex Strategy Advisors
"Implementing AIQ's custom follow-up system transformed how we manage long-term advisory relationships across multi-stakeholder teams. It seamlessly integrates with our internal knowledge base for personalized post-meeting recaps, and our RFP response rates jumped from 20% to 55% within two months. The ROI was evident in the first quarterly billing cycle—finally, tech that enhances our consulting workflow instead of disrupting it with manual data entry."
David Chen
David Chen, Managing Director, Horizon Consulting Group
"We were overwhelmed by fragmented email threads in our complex multi-stakeholder advisory projects for Fortune 500 clients. AIQ's automation organizes it all into a unified dashboard, sending smart nudges that reference specific discussion points from strategy workshops. We've cut follow-up time in half—from 8 hours to 4 per week—and seen a 25% uptick in repeat business from clients who appreciate the proactive, tailored attention that strengthens our retainer agreements."
Elena Vargas
Principal Consultant, Nexus Partners
Simple 3-Step Process
Discovery and Mapping
We audit your current follow-up processes, from proposal tracking to client nurturing, identifying bottlenecks unique to your consulting operations. This ensures the automation aligns perfectly with your firm's advisory rhythm.
Custom AI Design and Build
Our engineers develop tailored models trained on your data, integrating with existing tools for seamless automation. We prioritize scalability, so it grows with your client base without added complexity.
Deployment and Optimization
We launch the system with full training for your team, then monitor performance for the first 30 days, refining based on real usage to maximize efficiency and ROI.
Why We're Different
What's Included
Common Questions
How does this automation integrate with our existing CRM like Salesforce?
We design deep, two-way API integrations that sync real-time data from your CRM, ensuring follow-ups pull in the latest client details without duplication. For a mid-sized consulting firm we worked with, this meant automatic updates to opportunity stages after each automated email, cutting manual logging by 80%. Our approach uses secure, custom connectors built on your specific data schema—no superficial plugins that break during updates. Setup takes 2-4 weeks, with full testing to match your workflow.
What kind of time savings can we realistically expect?
Based on benchmarks from 50+ consulting clients, firms recover 12-15 hours per week per consultant by automating routine follow-ups. This includes drafting, sending, and tracking—tasks that previously ate into billable advisory time. One partner firm reported a 65% reduction in admin overhead within the first month, freeing capacity for $250K in additional strategy projects. Savings scale with team size; we provide ROI projections during discovery to tailor to your operations.
Is the system customizable for different types of consulting services?
Absolutely—our automations are built around your service lines, whether management consulting, IT advisory, or financial strategy. We map workflows to handle nuances like RFP follow-ups versus ongoing client nurturing. For instance, a boutique firm we partnered with customized sequences for tech audits, incorporating project milestones that triggered personalized check-ins. This ensures relevance, boosting engagement by 45% in their case, all while maintaining your firm's authoritative voice.
How do you ensure client data privacy in these automations?
Security is paramount in Professional Services, so we adhere to GDPR and SOC 2 standards, with end-to-end encryption for all client interactions. Data stays within your owned system—no third-party sharing. We've implemented this for regulated advisory firms, where automated follow-ups access only anonymized insights until explicitly triggered. Regular audits and access controls protect sensitive proposal details, giving you peace of mind while scaling client relationships efficiently.
What happens after the initial setup—do we need ongoing support?
Post-deployment, we offer a 60-day optimization period with hands-on refinements based on your usage data. Beyond that, you own the system fully, with optional maintenance packages for updates as your firm grows. Unlike subscription models, there's no lock-in; one client, a 50-person consultancy, has run independently for 18 months, only calling us for a minor expansion. This ownership model empowers your team to iterate, ensuring long-term alignment with evolving client needs.
Can this handle high-volume follow-ups for enterprise clients?
Yes, our enterprise-grade architecture scales to thousands of interactions daily without performance dips. We use robust frameworks tested on our internal platforms handling similar loads. A global consulting group we built for automated 500+ weekly touchpoints across regions, maintaining 99.9% uptime and personalizing based on time zones and project phases. This prevents bottlenecks during peak seasons, like end-of-year advisory surges, keeping your pipelines flowing smoothly.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.