A CEO visits your consulting firm's site at 11 PM: 'We need help with digital transformation.' Boei's AI agent asks qualifying questions - company size, industry, timeline, budget range - identifies an enterprise prospect, collects contact details, emails a partner with the full brief, adds the lead to your pipeline as 'Qualified - Enterprise,' and sends the prospect a WhatsApp confirmation. By 10 AM, your partner is prepped for the call.
Every one of these costs you billable hours and qualified leads
A VP of Operations visits your site at 10 PM researching transformation consultants. Your site offers a contact form. They fill it out - maybe. You reply Monday morning. By then, they have already scheduled calls with two other firms.
Your partners spend 5-10 hours per week on discovery calls that go nowhere. Small budgets, wrong industry fit, unrealistic timelines. At $300/hour, that is $1,500-$3,000/week in lost billable time per partner.
A manufacturing company needs supply chain consulting. The inquiry lands in a generic inbox. An operations partner picks it up, but your supply chain specialist would have closed it. Bad routing costs you deals.
A prospect said they would 'circle back after board approval.' That was three weeks ago. Nobody followed up. The project went to a competitor who stayed top of mind with a simple check-in email.
Not just a chatbot - an AI employee that qualifies, routes, and follows up
AI asks structured qualifying questions - company size, industry, timeline, budget range, current challenges. A CEO says 'We need digital transformation help' and the AI responds: 'What is your company size? Which industry? What is your target timeline?' It collects the full brief before a partner ever gets involved.
When the AI identifies a qualified prospect, it emails the right partner with a full brief: 'Enterprise prospect, 500 employees, manufacturing, $100K+ budget, Q3 timeline, needs supply chain optimization.' The partner walks into the first call fully prepared - no cold discovery needed.
Configure routing rules by service line and industry. Strategy inquiries go to your strategy partners. IT transformation goes to your technology practice. Healthcare consulting goes to your healthcare specialist. The AI matches prospect needs to partner expertise automatically via webhooks.
Prospect asks 'What is your hourly rate?' The agentic AI provides rate ranges by service line: 'Strategy consulting starts at $250/hour. Typical engagements are project-based from $15K.' Prospect asks to scope a 3-month project - the AI collects requirements and generates a preliminary scope document.
The AI walks prospects through structured scoping questions: project goals, current state, desired outcomes, stakeholders involved, constraints, and success metrics. It compiles responses into a preliminary scope document and emails it to both the prospect and the assigned partner.
Prospect starts on your website, continues on WhatsApp, gets a proposal follow-up via email, and receives a meeting reminder by SMS. AI auto-replies on all four channels. Everything lands in one shared inbox.
Consulting firms need brand consistency. Custom domain, your firm's logo, your colors. No 'Powered by' badges. Clients and prospects see your brand everywhere - in the chat widget, email notifications, and any shared documents. Business plan includes full white-label.
Consulting sales take weeks to months. The built-in deal pipeline tracks every prospect from first conversation through proposal, negotiation, and signed engagement. Run bulk follow-ups via email or WhatsApp when proposals are pending. No lead disappears after board approval delays.
Flat pricing. No per-seat fees. Built for high-ticket services.
Dr. Kirk Sanford
CEO & Founder, Longevity Medical Institute
Susan Jones
Founder/CEO, WebMaxSEO
Marcel Hogenhout
Managing Director, Orangebeard
Koen Rens
Owner, Luxe Kattenhotel
David K.
CEO Small-Business (50 or fewer emp.)
Seif Ahmed
@seif588
Neu
@siddharthaneu
Irfan
@mak_web_media
Peter C
@peter_c1
Andrew Lee
@fromlife89
Grzegorz G.
Joshua G.
Ronald D.
Director Small-Business (50 or fewer emp.)
Fahd T.
Founder Small-Business (50 or fewer emp.)
David S.
CEO/Founder Small-Business (50 or fewer emp.)
Vance W.
Julien V.
Développeur d'e-commerce Small-Business (50 or fewer emp.)
Grant
Hansie
Chandra Kusuma
Pepe
Arjun E.
José Manuel D.
Cristian Trappolini
Daniel Gyger
Nitesh Manav
Renaat Sioncke
Dr. Kirk Sanford
CEO & Founder, Longevity Medical Institute
Susan Jones
Founder/CEO, WebMaxSEO
Marcel Hogenhout
Managing Director, Orangebeard
Koen Rens
Owner, Luxe Kattenhotel
David K.
CEO Small-Business (50 or fewer emp.)
Fran Tully
Proinsias M.
Gavin S.
Sara Hall
Mike Foston
Lukáš H.
Bikram K. S.
Jay F.
Ilias A.
SEO Specialist
Jon
Weboo.gr
Roscoe Houston
Dieter Staudinger
Jeremy Smith
Brendah Akoth
Alexander Martenson
Sheeny
Nuno
Robert-Jan
CEO/Founder
CyberCooker
Eddine
Jairo R.
Account Executive
Jaime M.
Co-Founder
Stefan M.
CEO
Albert H.
Trainer
Andres S.
Director
Fran Tully
Proinsias M.
Gavin S.
Sara Hall
Your AI agent qualifies prospects, briefs partners, and follows up - while your team bills hours.