AI assistant for consultancies and B2B services
An AI assistant for a consultancy handles the people who reach your site and still don't know whether you're a fit: it explains what you do, how you work, what kind of client you work with and how a project starts, using whatever your firm has published. It captures who they are and what they need, and books the meeting with those who are a fit. The ones who aren't stop taking up your team's time.
The cost of qualifying by hand
Meetings that shouldn't have happened
A thirty-minute call to find out in minute four that the project is half your minimum. It happens every week.
Services that are hard to explain on a website
What a consultancy does doesn't fit on a product page. The visitor reads three pages, is none the wiser and leaves without writing.
Slow replies to the people who do fit
The form comes in on Friday afternoon and gets answered on Monday. In B2B, the supplier who replies first makes the shortlist.
You don't know what the ones who leave were after
You know nothing about the visitors who don't write: neither which service they wanted nor what doubt held them back.
What it answers before the first meeting
It explains what you already explain on every introductory call, using the information your firm has published.
What exactly does your consultancy do?
What type and size of company do you work with?
How does a project start and how long does it usually take?
How do your fees work: per project, hourly or retainer?
Do you work in my sector?
Can you work remotely or only on site?
What will you need from my team during the project?
Have you worked on cases like mine?
Do you sign a non-disclosure agreement?
Can we have a first meeting this week?
How B2B clients reach you
In B2B almost everything comes through the website and email, and the phone shows up when things are urgent. All of them answer with the same information.
Chat on your website
Helps whoever is reading your services page and still isn't sure you're what they're looking for.
Sends the presentation, the dossier or the reference case they ask for, the moment they ask for it.
Calendar
Books the meeting with the ones that fit, using the real gaps in your calendar.
Phone
Takes the call that comes in after hours and notes the reason so you can call back with context.
FAQs from consultancies
Can it qualify a prospect?
It collects who they are, what they're looking for and how big the project is, and gives them an interest score. Your team decides: the assistant prepares the ground, it doesn't close the sale.
How does it learn to explain what we do?
By reading your website and the documents you upload: dossier, methodology, case studies. Only the extracted text is stored, never the file. And everything goes through your review before it goes live.
Can it talk to international clients?
Yes, it replies in whatever language it's written to, drawing on the same underlying information.
What happens with confidential information?
It only uses what you give it. It doesn't upload documents on its own or consult outside sources, and you can delete any document or conversation whenever you want.
Does it work if we sell large, bespoke projects?
It works for the top of the funnel: explaining, filtering and booking. The proposal and the negotiation stay with you, as they should.
Try it on your consultancy's website
We set the assistant up on your own company's information and show you how it qualifies leads. No card, no commitment.
Request my free demo