Consultancy Pipeline Automation
A 40-person consultancy generating leads through manual LinkedIn outreach and referrals. Pipeline unpredictable. Growth bottlenecked by partner capacity.
The Problem
What they were dealing with
The firm’s pipeline depends on three partners doing their own outreach. When they’re busy on client work, pipeline dries up. When they focus on business development, delivery suffers. They’ve tried hiring BDRs but the sales cycle is too consultative — junior hires can’t qualify properly. The firm has a clear ICP but no system to find, engage, and qualify prospects consistently.
The System
What we’d build
CEO Agent
Monitors pipeline health, flags when conversion rates drop, identifies which sectors and service lines are generating the most traction, and recommends where to focus.
Prospecting Agent
Identifies ideal clients from market signals, company news, hiring patterns, and LinkedIn activity. Builds a qualified pipeline without human research.
Outreach Agent
Runs personalised multi-channel sequences (email + LinkedIn) tailored to each prospect’s situation. Not templates — genuinely contextual messaging.
Qualification Agent
Scores inbound and outbound leads based on the firm’s actual conversion patterns. Routes high-intent leads to partners, nurtures the rest automatically.
Proposal Agent
Drafts scoped responses using the firm’s methodology, case studies, and pricing framework. Partners review and refine rather than write from scratch.
Estimated Impact
What this system delivers
Consistent pipeline independent of partner availability. Partners freed from manual outreach. System live within weeks.
What would your revenue look like if your pipeline never stopped moving?
30 minutes. We’ll audit your current operation and show you exactly where an agent system would outperform what you’re running today.