AI for Consultants

Consulting has one problem that never goes away.

When you’re busy, you can’t sell. When you’re selling, you’re not busy.

A good engagement takes everything. Business development waits.

Then the project ends, and you’re starting the pipeline from zero.

An AI team breaks that cycle by doing the parts of business development that don’t need you in the room.

Where the business-development hours go

• An hour of research on a company before every first call
• Watching for companies where something just changed
• Writing personal outreach that doesn’t sound like a template
• A full day tailoring each proposal
• Preparing for conferences — and then not following up
• Back-and-forth emails just to find a time for a call

None of that is your expertise.

All of it decides whether there’s a next engagement.

1. A one-page brief before every first call

You have a discovery call at 4:00. You’re on a client site until 3:30.

Your AI team reads everything public about the company and leaves you a brief:

Call prep · Larkspur AnalyticsWorking

I have a discovery call with Larkspur Analytics at 4. Brief me — company, people, what they’re likely struggling with.

Read their website, job posts, press page and leaders’ LinkedIn profiles11/11

Larkspur Analytics — B2B analytics software, Denver, about 90 people. Raised a Series A in the spring.

They’re hiring 6 sales reps and 2 customer success managers right now — and no sales ops or revenue ops role.

Their new VP of Sales joined in August from a much larger company. Her LinkedIn posts are about “building the first real sales process.”

Three questions to ask, and one thing I couldn’t find: how they forecast today.

Tell your agent what to do…

You walk in knowing what they’re hiring for — and what’s missing.

2. A weekly watch for companies where something changed

The best time to write to a company is right after something changes.

A new leader. A funding round. A hiring spree. Your AI team checks every Monday:

Frostline has had two sales leaders in a year. That’s a conversation — but a careful one. Write that email yourself.

3. Outreach that sounds like advice, not a pitch

Your AI team drafts one email per trigger — your point of view, their situation, a small ask:

The point of view is yours — you tell it what you believe, and it writes from that.

The facts are theirs — every detail comes from a page it actually opened.

The full method — first offer, warm network, partners — is in how to get clients for your consulting business.

4. Proposal drafts in an hour, not a day

You have call notes, a template you like, and a rate.

Your AI team turns the three into a first draft:

Proposal · Larkspur AnalyticsWorking

Draft the Larkspur proposal from my call notes, in my usual template, with my standard 6-week price.

Read the call notes, my template and past proposals3/3

Draft ready. The problem, in Maya’s words: “Every rep runs their own process, and forecasts are a guess.”

Three phases over 6 weeks: pipeline stages, CRM rules, then a weekly forecast meeting. Your standard price, your payment terms.

I listed out of scope clearly: CRM migration and hiring. She mentioned both — they’re good phase-two work.

Tell your agent what to do…

You spend your hour on the thinking — not the formatting.

5. Conference prep that turns into meetings

Conferences are full of buyers. It’s also easy to come home with a stack of business cards and no follow-up.

Before the event, your AI team reads the speaker list and the sponsor list, picks the people who fit your work, and drafts a short note to each:

• Who’s speaking, and what their talk is about
• Which speakers work at companies that fit your offer
• A two-line note: “I’ll be at your talk — would love 10 minutes after”
• After the event: a follow-up to everyone you met, with one thing you talked about

You arrive with notes already sent, instead of hoping for hallway luck.

6. Replies and scheduling, handled

Someone replies at 9 pm: “Sure — what does next week look like?”

Your AI team drafts the answer in your voice, proposes times from what you’ve told it, and waits for your OK:

No more four-email threads to find a Tuesday.

7. A Friday pipeline report

One short message every Friday, even during your busiest engagement:

1. New this weekTriggers found

   12 companies, 8 emails drafted, 6 sent.

2. RepliesWho answered

   2 replies — 1 call booked for Tuesday.

3. ProposalsOut and waiting

   Larkspur: sent Monday, follow-up due Friday.

4. Next weekWhat needs you

   Approve 5 drafts and prep for Tuesday’s call.

Five minutes on Friday keeps the pipeline alive for another week.

What an AI team won’t do

It won’t share a client’s confidential information. It works from public pages and what you choose to give it — so keep client secrets out of your briefs.

It won’t send anything in your name without your OK.

It won’t make phone calls or join your calls. The conversation is yours.

It won’t invent facts about a company. If it couldn’t find something, it says so.

Start with this week’s triggers

Questions