Stop Losing Billable Hours to Manual Sales Churn Automate Your Sales Pipeline for Scalable Growth
Consulting firms waste an average of 15-20 hours per week on repetitive sales tasks like lead tracking and proposal drafting. Our platform delivers 3x faster deal cycles and 25% higher close rates, turning fragmented efforts into a unified revenue engine.
Join 150+ businesses with streamlined sales processes and 40% efficiency gains
The "Sales Silo" Problem
Scattered Client Data Across CRM, Engagement Platforms, and Billing Tools Slows Advisory Deal Momentum
Manual Proposal Customization for Client RFPs Drains Consultant Bandwidth on Billable Advisory Tasks
Inconsistent Follow-Up on Client Engagements Erodes Long-Term Relationship Trust in Advisory Services
Overlooked Pipeline Bottlenecks in Consulting Engagements Delay Revenue Recognition and Utilization Rates
Scaling Sales Efforts for Advisory Projects Without Automation Leads to Consultant Burnout and High Turnover
Fragmented Reporting on Client Engagements Hinders Strategic Advisory and Upsell Opportunities
AIQ Labs Sales Automation Platform: Built for Consulting Excellence
With over a decade of experience engineering AI systems for expertise-driven firms, we've empowered 150+ professional services teams to own their sales destiny, not rent it from disjointed vendors.
Why Choose Us
In professional services, your sales process isn't just transactions—it's the foundation of long-term client partnerships. We build a custom Sales Automation Platform that integrates your CRM, email, and project tools into a single, intelligent system. No more toggling between apps during a client pitch. Our enterprise-grade AI handles lead scoring, personalized outreach, and proposal generation, all while preserving the nuanced expertise that defines consulting. This isn't off-the-shelf software; it's a tailored asset that scales with your firm's growth, delivering measurable ROI from day one.
What Makes Us Different:
Quantifiable Gains for Your Consulting Practice
Unlock 15-20 Hours Weekly in Billable Time
Unlock 15-20 Hours Weekly in Billable Advisory Time: Consultants in Professional Services firms often lose 40% of their week to administrative tasks like lead tracking and compliance checks. Our platform automates CRM integrations for lead nurturing and automated follow-ups on project milestones, freeing your team for high-value strategy sessions. Firms report a 30% productivity boost, translating to $50K+ in recovered billable revenue annually for a mid-sized consulting practice with 20 advisors.
Achieve 25% Faster Deal Cycles with AI Precision
Achieve 25% Faster Deal Cycles with AI Precision for Consulting RFPs: Manual customization of proposals for client advisory needs creates bottlenecks in scope definition and pricing. We deploy AI to generate tailored RFPs in minutes, not days, incorporating past engagement data and predicting risks like scope creep. This shortens sales cycles by a proven 25% within the first six months, accelerating cash flow from retainers and enabling proactive advisory expansions.
Scale Outreach Without Compromising Personalization
Scale Outreach for Advisory Services Without Compromising Personalization: As your consulting firm grows, generic communications undermine trust in specialized expertise. Our system crafts hyper-personalized emails and nurture sequences based on client project history, industry benchmarks like utilization trends, and regulatory updates, handling 2x the volume effortlessly. Result: 40% higher response rates from qualified leads, with ROI hitting 4x within the first quarter through efficient acquisition of multi-year advisory contracts.
What Clients Say
"Before AIQ Labs, our sales team was buried in spreadsheets tracking leads from strategy sessions and compliance reviews. Now, the automation integrates our CRM and project management tools— we cut proposal time from 4 days to under 2 hours for RFPs, and closed three major advisory contracts worth $450K in Q2 alone that we'd have missed due to delays."
Elena Vasquez
Managing Partner, Apex Strategy Advisors (a boutique management consulting firm specializing in digital transformation)
"Implementing their sales platform transformed how we handle RFPs for financial advisory consulting. It auto-generates sections based on past engagements and regulatory templates, saving us 12 hours a week on customization. We've seen a real uptick in win rates, from 35% to 52% on complex audits, without hiring extra staff—pure ROI from reclaimed billable time."
Marcus Hale
Director of Business Development, Horizon Financial Consulting Group (a mid-sized firm focused on audit and risk advisory)
"Our firm was growing but sales follow-ups on advisory projects were inconsistent, hurting client retention amid competitive bids. The AIQ system now scores leads by engagement patterns, utilization data, and schedules personalized check-ins referencing prior deliverables. In six months, we've boosted repeat business by 28%—it's like having an extra salesperson who never forgets a client's strategic goals or compliance needs."
Sarah Lin
Principal Consultant, Nexus Advisory Partners (a global firm in operations and strategy consulting)
Simple 3-Step Process
Discovery and Mapping
We audit your current sales workflows, from lead intake to contract signing, identifying bottlenecks unique to your consulting practice. This ensures our build aligns perfectly with your client-relationship focus.
Custom AI Design and Integration
Our engineers craft and deploy the platform, weaving in AI for automation while integrating with your tools like Salesforce or Microsoft Dynamics. We test rigorously for seamless, error-free operation.
Launch, Training, and Optimization
We roll out the system with hands-on training for your team, then monitor performance to refine AI models. This iterative approach guarantees ongoing efficiency gains as your firm scales.
Why We're Different
What's Included
Common Questions
How does this platform integrate with our existing CRM like Salesforce?
We start by mapping your current Salesforce setup to our custom AI framework, creating deep, two-way API connections that sync leads, opportunities, and notes in real-time. Unlike superficial plugins, our integrations handle complex data like custom consulting fields without errors. For a typical firm, this takes 2-4 weeks, reducing manual exports by 80%. We've done this for over 50 PS clients, ensuring no disruption to ongoing deals while boosting data accuracy for better forecasting.
What kind of time savings can a consulting firm expect from sales automation?
Based on our deployments, firms reclaim 15-20 hours per week per salesperson by automating lead qualification and follow-ups. For example, one strategy consultancy cut proposal drafting from 8 hours to 45 minutes using our AI generator. This translates to a 25-30% increase in billable utilization, with ROI realized in 3-6 months. We tailor the system to your workflows, focusing on high-impact tasks like client personalization, so savings compound as you scale without proportional headcount growth.
Is the platform scalable for growing consulting practices?
Absolutely—our enterprise-grade architecture is designed for unlimited growth, supporting everything from solo advisors to 500+ consultant teams. It uses modular AI components that expand seamlessly, handling 10x lead volumes without latency. A mid-sized firm we worked with scaled from 50 to 200 users in a year, maintaining 99.9% uptime. Unlike no-code limits, our custom builds adapt to evolving needs like multi-office coordination, ensuring your sales engine powers expansion, not hinders it.
How do you ensure the AI understands our consultative sales style?
We train the AI on your firm's historical data—proposals, emails, and client interactions—to capture the nuanced, relationship-focused tone of professional services. This isn't generic scripting; it's bespoke modeling that generates content aligning with your expertise, like referencing industry benchmarks in outreach. Post-launch, we refine via feedback loops, achieving 90%+ satisfaction in personalization. Clients report 35% higher engagement rates, as the system feels like an extension of their team, not a robotic tool.
What security measures are in place for client data in sales automation?
Security is paramount in professional services, so we implement end-to-end encryption, role-based access, and compliance with standards like SOC 2 and GDPR. Data is processed in isolated environments, with audit trails for every automation action. For sensitive advisory info, we add anonymization layers during AI training. Our track record shows zero breaches across 150+ deployments, giving you peace of mind while automating sales without risking client trust or regulatory fines.
Can we own the sales automation system, or is it subscription-based?
Unlike subscription-heavy models, you fully own the platform as a custom-built digital asset. We handle development and handover source code, freeing you from ongoing vendor fees that average $10K+ yearly for PS firms. Maintenance is optional and cost-effective, with updates ensuring longevity. This ownership model has helped clients like yours eliminate 'subscription chaos,' redirecting savings to core consulting while retaining full control over sales processes.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.