An AI agent for consulting firms
that scopes a discovery call, not the engagement
A consulting firm's partners spend real hours on discovery calls that end in a polite no. Usually budget or scope was never asked before the call got booked. We build an agent that asks those questions first, routes by practice area, and only books a call once a lead actually fits.
Where a partner’s billable hour disappears
A partner’s calendar fills with discovery calls that end within fifteen minutes. The budget was never close to what the engagement would cost, or the problem described was never really the firm’s practice area. Each call is a billable hour spent finding out something a few qualifying questions could have surfaced before it was ever booked.
Intake itself is inconsistent. A prospective client’s first impression of the firm often comes from whoever happens to answer the inbound inquiry. The quality and speed of that first response varies by who was free that day, not by any deliberate standard the firm wants to project.
Routing adds its own delay. A problem that is clearly an operations engagement can land with a partner who specializes in strategy, simply because that partner checked the inbox first. That wastes the time of the person routing it, and delays the prospect getting to someone who can actually speak to their situation.
Firms with several practice areas or offices see volume concentrate around certain seasons: a fiscal year planning cycle, or a post-earnings wave of inbound interest. That compresses intake and scoping work into a few weeks when a partner’s time is already stretched thinnest.
The agent we build for consulting firms
The agent asks the qualifying questions a partner would ask first: rough budget range, timeline, industry and the type of problem. It books a discovery call only once a lead clears those filters, or gives an honest, polite answer if the fit clearly is not there. It routes by practice area, using rules you set for which partner typically handles that kind of engagement.
It answers FAQ on your services, process and typical engagement models from your own written material. A prospect gets a consistent answer about how the firm works, whenever they ask. Anything that drifts toward actual strategic input, “what should we do about X,” is a hard line the agent does not cross. It redirects instead to a scheduled call with a partner.
Typical integrations: HubSpot, Pipedrive or a similar CRM for lead records, and Calendly or Cal.com for scheduling against a partner’s real availability. Your site chat or LinkedIn is usually the first point of contact.
What always stays with a partner
All actual strategic input, scoping of the engagement, and proposal terms stay entirely with your partners. The agent qualifies and schedules. It does not advise a prospect on their business problem, and it never commits the firm to an engagement.
Price and timeline
| Package | Price | Timeline |
|---|---|---|
| Agency runs it | from $2,500 | 3 to 4 weeks |
| Full control, handover-ready | from $3,500 | 4 to 6 weeks |
Related
Pair this agent with a lighter Telegram bot for management consulting firms if scheduling alone fits better right now. Or add utilization and pipeline analytics for management consulting firms to see how intake quality connects to closed engagements. See the full package breakdown on the AI agents service page, or get a written plan with a fixed price for your firm.
FAQ
How much does an AI agent for a consulting firm cost?
Our Sales agent package starts at $2,500. That covers lead qualification, discovery call scheduling and routing by practice area, live in 3 to 4 weeks. A lighter FAQ-and-scheduling-only version starts at $1,500.
Can it actually assess whether a lead's problem fits our practice?
It asks the qualifying questions a partner would ask first: rough budget, timeline, and which practice area the problem falls under. Then it routes accordingly. That pre-sorts a lead by fit, not a full assessment, since a real engagement scope still needs a partner reading the actual situation.
Does it give any strategic advice to a prospect?
No, that is a hard rule in the playbook. It qualifies, schedules and answers process questions. Any question that drifts toward actual strategic input gets redirected to a discovery call with a partner, never answered in chat.
How does it route between practice areas or partners?
By the qualifying answers it collects: industry, the type of problem, and scale. Those get matched against rules you set for which partner or practice typically handles that kind of engagement.
Does it integrate with our CRM and calendar?
We connect to HubSpot, Pipedrive or a similar CRM, and to Calendly or Cal.com for scheduling. A qualified lead books directly with the right partner's actual availability.