Qualify High-Value Leads While Your Team Bills Hours

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.

Pre-qualifies $5K-$200K+ engagements automatically
Routes prospects to the right partner by expertise
AI replies on website, WhatsApp, email, and SMS
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

Trusted by 17,000+ businesses worldwide

Your Best Prospects Are Reaching Out When You Cannot Answer

Four Problems Draining Your Consulting Firm's Revenue

Every one of these costs you billable hours and qualified leads

After-Hours Prospects Disappear

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.

  • 65% of B2B research happens outside business hours
  • Enterprise buyers expect immediate engagement
  • Contact forms feel impersonal for $100K decisions
  • First-mover advantage is critical in consulting sales

Partners Waste Time on Tire-Kickers

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.

  • No pre-screening before the first call
  • Unqualified leads waste senior partner time
  • Budget mismatches only surface 30 minutes into a call
  • Opportunity cost of missed billable hours

Wrong Partner Gets the Lead

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.

  • Generic inboxes do not route by expertise
  • Partners cherry-pick leads without full context
  • No system to match prospect needs to partner skills
  • Slow internal handoffs lose momentum

Follow-Up Falls Through the Cracks

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.

  • No automated follow-up after initial engagement
  • Partners are too busy billing to chase proposals
  • Pipeline visibility is limited to whoever owns the relationship
  • Long sales cycles need systematic nurturing

Built for Consulting

What Your AI Agent Actually Does for Your Firm

Not just a chatbot - an AI employee that qualifies, routes, and follows up

🎯

Prospect Qualification Engine

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.

📧

Partner Briefing via Email

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.

🔀

Expertise-Based Routing

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.

💰

Rate and Budget Guidance

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.

📋

Project Scoping Conversations

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.

📱

Website + WhatsApp + Email + SMS

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.

🏷️

White-Label Professional Appearance

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.

📊

Deal Pipeline for Long Sales Cycles

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.

Boei vs Other Lead Qualification Tools for Consulting

Flat pricing. No per-seat fees. Built for high-ticket services.

What Business Owners Say About Boei

Frequently Asked Questions

How does the AI qualify consulting prospects?

You configure the qualifying questions your firm needs: company size, industry, timeline, budget range, current challenges, and project goals. When a prospect starts a conversation, the AI agent asks these questions naturally in conversation - not as a rigid form. It tags the prospect based on their answers (e.g., 'Qualified - Enterprise' or 'Small Budget - Nurture') and routes accordingly.

Can the AI route leads to different partners based on expertise?

Yes. Configure routing rules by service line, industry, deal size, or any combination. A manufacturing company asking about supply chain optimization gets routed to your supply chain partner. A tech startup asking about fundraising strategy goes to your finance practice lead. The AI emails the assigned partner with the full prospect brief and adds the lead to their pipeline.

How does the partner briefing email work?

When a prospect completes qualification, the agentic AI triggers a webhook that sends an email to the assigned partner. The email contains every detail collected: prospect name, company, size, industry, budget range, timeline, specific challenges, and the full conversation transcript. The partner walks into the first call already knowing the prospect's situation.

Can the AI discuss rates and scope projects?

Yes. You configure rate ranges by service line. When a prospect asks 'What do you charge?', the AI provides guidance: 'Strategy consulting starts at $250/hour. Typical engagements are project-based from $15K.' If the prospect wants a scope estimate, the AI collects requirements - goals, timeline, team size, deliverables - and generates a preliminary scope document emailed to both parties.

Does Boei integrate with Salesforce, HubSpot, and our existing tools?

Yes. Boei connects to Salesforce, HubSpot, Monday.com, Calendly, Harvest, Toggl, DocuSign, PandaDoc, and hundreds of other tools via webhooks. Qualified leads push to your CRM automatically with all conversation data. Meeting bookings sync with your calendar. Proposal status updates flow back into the pipeline.

What happens outside business hours?

The AI handles prospects exactly the same at 11 PM as at 11 AM. It qualifies them, collects project details, and adds them to your pipeline. It sends the prospect a WhatsApp message: 'Thanks for your interest. A partner will reach out by 10 AM tomorrow.' The partner gets the briefing email and starts their day with a pre-qualified lead ready for a call.

Can the AI share case studies based on the prospect's industry?

Yes. Configure the AI to share relevant case studies when it identifies the prospect's industry. A healthcare company gets your healthcare transformation case study. A financial services firm gets your regulatory compliance case study. The AI sends these as links or attachments within the conversation, building credibility before the first partner call.

How does the deal pipeline work for long consulting sales cycles?

The built-in deal pipeline tracks every prospect through your custom stages - Initial Inquiry, Qualified, Discovery Call, Proposal Sent, Negotiation, Signed. Set automated follow-ups per stage. If a proposal has been pending for two weeks, the AI sends a check-in via email. If a prospect goes quiet after discovery, it triggers a WhatsApp nudge. No deal falls through the cracks.

Do we need the white-label option?

For consulting firms, brand consistency matters. Prospects evaluating a $50K-$200K engagement notice details. The Business plan ($129/mo annual) removes all Boei branding, adds your firm's logo and colors, and uses your custom domain. Prospects see your brand in the chat widget, email confirmations, and any shared documents. It looks like your own proprietary system.

How much does Boei cost for a consulting firm?

Boei starts at $19/mo (Starter annual). Starter at $19/mo adds 2,000 AI credits and email/WhatsApp/SMS automation - enough for most boutique firms. Growth at $49/mo includes 3 domains, 3 chatbots, API access, and deal pipeline - ideal for multi-practice firms. Business at $129/mo gives you 10 domains, white-label, and custom domain for full brand consistency. 7-day free trial, no credit card required. See pricing.

Stop Losing $100K Engagements to Slow Response Times

Your AI agent qualifies prospects, briefs partners, and follows up - while your team bills hours.

Pre-qualifies prospects 24/7 • No credit card required • White-label with your domain • From $19/mo (Starter annual)