AI systems for firms
where partners sell and deliver.
Consultancies and professional-services firms run on the same calendars that deliver the work — so business development gets whatever hours are left. We build the system that captures every referral, qualifies every inquiry, and keeps deals moving between partner touches.
The pattern we see in
b2b service firms.
Selling waits on the people who deliver
Partners are the product and the sales team. Inquiries queue behind billable work, and warm interest cools on someone's calendar.
Referrals arrive warm and get logged nowhere
The best leads come by email and handshake — then live in one partner's inbox until they're forgotten.
Proposals and SOWs move at document speed
Days of assembly for scopes that share 80% of their bones with the last one.
No firm-level pipeline
Each partner knows their own conversations. Nobody sees the whole book, so staffing and forecasting run on instinct.
One inquiry. Zero dropped handoffs.
A representative system for b2b service firms — watch the pulse move through it.
Illustrative workflow — not a client resultInquiry or referral lands
Form, email, or introduction — acknowledged professionally in minutes and logged with its source.
AI maps it to the firm
Service line, company size, and urgency assessed before partner time is committed.
CRM keeps the record
Relationship, source, stage, and history — one system of record across every partner's book.
The right partner is briefed
Routed by service line and relationship, with a summary that saves the first fifteen minutes.
Deals move between meetings
Considered, personal follow-up runs while partners deliver — momentum without the memory burden.
Scoping call scheduled
Calendars matched and confirmed automatically, with the context attached.
This is a sample architecture, shown so you can judge how we think — not a case study. Your system is designed around your funnel in the audit, and measured against your own week-one baseline after go-live. Want it moving? Watch your industry's ten-second simulation.
The working parts.
- Referral & inquiry captureNothing warm ever dies in an inbox again.
- Qualification & partner routingService line and seniority decide who takes the call.
- Proposal & SOW drafting supportFirst drafts from templates and call notes, partner-reviewed.
- CRM hygiene autopilotOne true record across every partner's relationships.
- Between-meeting nurtureFollow-through that doesn't depend on partner calendars.
- Firm-level pipeline dashboardThe whole book, by partner and service line, live.
See what we'd build for your firm.
Thirty minutes, your funnel on the table, a straight answer on whether this is worth doing.
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