AI for Professional Services
Sevenfold AI employees handle every enquiry, follow up every proposal, and produce your thought leadership — so your consultants stay on client work.
30%
better proposal win rate
10+
billable hours recaptured
2×
more inbound enquiries
5 days
from sign-up to fully live
The fix is here
You're great at consulting. Agentic AI makes sure nothing slips when you're flat out.
Every enquiry answered immediately
No more potential clients enquiring at 7am and being spoken to by a competitor who responded by 7:15. Every new business enquiry answered within 90 seconds — day or night, before or after business hours.
Every proposal followed up
No more $40,000 proposals sitting unread because your principal was heads-down on a client. Every outstanding proposal gets a structured follow-up sequence until you get a yes, a no, or a clear next step.
Thought leadership published consistently
No more expertise that never generates inbound because it never gets written. Articles, case studies, and whitepapers are drafted and published consistently — without consuming fee earner time.
Client relationships maintained between engagements
No more clients being poached between projects because contact dropped away. Regular check-ins, useful content, and proactive touchpoints keep your relationships warm without manual effort.
…and that’s before we get to everything your AI employees can do…
Your AI Professional Services Team
Six AI employees built for professional services firms.
Each one briefed on your service offerings, your client profile, your firm’s expertise, and your communication standards — live and handling enquiries within days.
Getting Started
From sign-up to winning more business in 5 days.
No IT project required. Your onboarding manager handles every integration and briefing — no disruption to your consulting team.
1
Brief your AI team
Share your practice areas, ideal client profile, qualifying criteria, communication standards, and content priorities. Done in a guided session with your onboarding manager.
~2–3 hours2
Connect your tools
Link your CRM, email system, website, calendar, and marketing platforms. Every lead interaction and touchpoint flows through Sevenfold automatically.
~1 business day3
Set your follow-up sequences
Define how you qualify prospects, at what stages proposals are followed up, and what content is distributed to different prospect types.
30 minutes4
Go live
Your AI team starts capturing enquiries, nurturing prospects, producing content, and managing client communications immediately. Monitor everything from your dashboard.
Ongoing support includedWhy Choose Sevenfold
Why consulting firms choose Sevenfold to win more without growing overhead.
Every proposal followed up — none left to go cold
Proposals that don’t get followed up are proposals that get forgotten. Sevenfold runs consistent, professional follow-up sequences on every proposal submitted — written in your firm’s voice, referencing the client’s specific situation.
Your consultants’ time stays on client work
Intake calls, scheduling, document chasing, and routine correspondence don’t require a consultant. Sevenfold handles the front-end of your business development operation so your fee earners focus on delivering and winning.
Your thought leadership actually gets published
Content that lives in your consultants’ heads doesn’t generate inbound leads. Sevenfold produces, structures, and gets articles and case studies published consistently — so your expertise is visible when prospects are searching.
Prospects experience your firm’s quality before the first meeting
How fast you respond to an enquiry and how professionally you follow up signals the quality of your work. Sevenfold ensures every prospect gets an exceptional first impression — every time, without exception.
Integrations
Connects to your CRM and marketing tools — seamlessly.
Sevenfold connects to your CRM, email system, website, calendar, and marketing platforms — no IT project required. Your onboarding manager handles every integration, typically within one business day.
Questions and Answers
Everything you need to know.
How does Sevenfold handle confidential client and prospect information?+
All data is encrypted end-to-end and handled in compliance with the Privacy Act and your industry’s professional conduct requirements. Sevenfold never uses client data for AI model training and never shares information with third parties. Your firm maintains full data control from the dashboard.
Can Sevenfold qualify prospects to our specific criteria?+
Yes. You define your ideal client profile — industry, size, engagement type, budget range, and any other relevant criteria. Your AI Receptionist and Lead Generator apply these criteria when assessing new enquiries, ensuring your consultants only spend time on well-qualified opportunities.
How does thought leadership content get reviewed before publishing?+
INKY produces a full draft based on your briefing. All content is reviewed by the relevant consultant or partner before publication — your team has full editorial control. INKY handles the time-consuming drafting and structure; your experts provide the expertise review and sign-off.
Which CRM systems does Sevenfold integrate with?+
Sevenfold connects with Salesforce, HubSpot, Pipedrive, Zoho, and most other professional services CRMs. Lead data, opportunity stages, and client interaction history sync automatically — keeping your pipeline data current without manual entry.
How does proposal follow-up work without sounding automated?+
Your AI Lead Generator sends follow-up messages personalised to the prospect’s specific situation — referencing the proposal details, addressing their industry context, and including relevant supporting materials. The messages are written in your firm’s voice and read as thoughtful, professional communications — not automated sequences.
Is this suitable for niche or highly specialised consulting practices?+
Particularly so. Sevenfold’s AI employees are briefed in depth on your specific practice area, methodology, client industries, and expertise. The more specialist your practice, the more valuable a consistent intake and content system becomes — every lost enquiry or missed content opportunity has a disproportionate cost.
Ready to stop losing business to slow follow-up?
See exactly how Sevenfold would work for your firm — 30 minutes, no commitment, no pressure.
Book My Free DemoYour AI Team
