Consultations booked on autopilot
Automated consultation booking and AI proposal generation for a boutique advisory firm — doubling qualified meetings.
Industry
Corporate Services
Timeline
6 weeks
Delivered
2026
Services delivered
Tech stack
Partners spent hours qualifying inquiries and hand-writing proposals, slowing down every deal.
An AI intake that qualifies projects, books strategy calls automatically, and generates branded proposals the moment an inquiry lands.
Before & After
What changed once intelligent automation took over the workflow.
Manual qualification and days to send a single proposal.
Every inquiry qualified, booked, and proposal-ready in minutes.
“We doubled qualified meetings without adding headcount. The proposals practically write themselves now.”
Daniel Brooks
Managing Partner, Northbridge Advisory
More work
Ready to write your own success story?
Let's map the automations that will transform your workflow — just like we did for Northbridge Advisory.