AI Follow-up for Consulting Firms. Proposals followed up until the client answers.
AI Follow-up runs the sequences consulting pursuits need: after the inquiry, after the discovery call, after the proposal is sent and after the capability briefing. The AI writes each step from what the prospect asked, in their language and the firm's tone, respects consent, and stops the moment the prospect replies, alerting the partner who owns the pursuit.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“After a proposal, follow up on day three and day ten, then hand it to the partner.”
Lisa“Done: proposals now get a follow-up on day three and day ten, then a task for the partner. Should the day-ten note offer a short call?”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
A discovery call ends without a next step; two days later the prospect receives the case study the partner mentioned and an offer to continue.
A sent proposal is unanswered after a week; the AI asks whether the timing or the scope needs a conversation.
A prospect replies that the budget opens in January; the sequence stops and the partner gets a task for early January.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Consulting Firms: questions & answers
How should a consulting firm follow up on a proposal?
Politely, on a schedule, and with a reason to answer. AI Follow-up sends each step written from what the prospect asked during the discovery call, stops when they reply and alerts the partner, so no proposal is left to expire in silence.
Will automated follow-up annoy our prospects?
Not if you set the pace. You choose how many steps, how far apart and which channels, consent rules are respected, and any reply ends the sequence. The tone is the firm's, written from your knowledge, not a generic sales cadence.
Can follow-up start after a conference talk?
Yes. Contacts from a partner's talk or webinar can enter a sequence that sends the slides, then an invitation to a conversation with the speaker. The attendee who replies lands in that partner's queue.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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