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 'this isn't a fit,' usually because 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 what the firm takes on.
Why management consulting firms lose money today
A partner’s calendar fills with discovery calls that end within fifteen minutes because the budget was never close to what the engagement would actually cost, or the problem described was never really the firm’s practice area. Each of those calls is a partner’s billable hour spent finding out something a few qualifying questions could have surfaced before the call was ever booked.
The second cost is inconsistent intake. A prospective client’s first impression of the firm often comes from whoever happens to answer the inbound inquiry, and the quality and speed of that first response varies by who was free that day, not by any deliberate standard the firm actually wants to project.
The third is routing. A problem that is clearly an operations engagement landing with a partner who specializes in strategy, simply because that partner happened to be the one who checked the inbox first, wastes the time of the person routing it and delays the prospect getting to someone who can actually speak to their situation.
A fourth, specific to firms with several practice areas or offices, is volume concentration 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 where a partner’s time is already stretched thinnest.
What we build
An agent that asks the qualifying questions a partner would ask first: rough budget range, timeline, industry and the type of problem, then books a discovery call only once a lead clears those filters, or gives an honest, polite answer if the fit clearly is not there. The agent routes by practice area and by 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, so a prospect gets a consistent answer about how the firm works regardless of when they ask. Anything that drifts toward actual strategic input, “what should we do about X,” is a hard escalation the agent does not cross, redirecting instead to a scheduled call with a partner.
Typical integrations: HubSpot, Pipedrive or a similar CRM for lead records, Calendly or Cal.com for scheduling directly against a partner’s real availability, and your site chat or LinkedIn as the first point of contact.
What stays with humans
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 or commit 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 $4,250 | 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 utilization and pipeline analytics for management consulting firms to see how intake quality connects to actual 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: lead qualification, discovery call scheduling, 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 routes accordingly. That gets a lead pre-sorted by fit, not fully assessed, 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, the industry, the type of problem and the scale, 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, so a qualified lead books directly with the right partner's actual availability.