Professional Services

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.

AI Receptionist

Receptionist

What I can do:

Enquiries answered and qualified fast
Discovery calls booked automatically
Briefing notes prepared before meetings
After-hours leads actioned next morning
Prospects qualified before consultant time

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AI Live Chat Expert

Live Chat Expert

What I can do:

Website enquiries converted to calls
Service and process questions answered
Ideal clients qualified upfront
After-hours visitors captured and followed
Engagement process explained clearly
Visitors booked before they leave

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AI Lead Generator

MAX

What I can do:

Proposal follow-ups sent automatically
Warm prospects nurtured with insights
Lapsed clients reactivated quarterly
Referral partners communicated consistently

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AI Social Media Manager

SASHA

What I can do:

LinkedIn content posted for principals
Practice area spotlights shared regularly
Industry commentary posted consistently
Case study outcomes promoted
New service announcements published
Event and webinar promotion handled
Firm news kept visible online

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AI Copywriter

CLEO

What I can do:

Monthly insights articles published
Client case studies written
Proposals and capability statements drafted
Senior LinkedIn content scheduled
Client newsletters produced and sent

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AI Executive Assistant

Executive Assistant

What I can do:

Principal diaries managed efficiently
Client onboarding documents coordinated
Meetings scheduled across stakeholders
Internal admin managed consistently
Follow-ups tracked and actioned
Client correspondence handled professionally

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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.

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 hours

Connect your tools

Link your CRM, email system, website, calendar, and marketing platforms. Every lead interaction and touchpoint flows through Sevenfold automatically.

~1 business day

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 minutes

Go live

Your AI team starts capturing enquiries, nurturing prospects, producing content, and managing client communications immediately. Monitor everything from your dashboard.

Ongoing support included

Why 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.

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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.

What Firms Say

Professional services firms that made the switch.

★★★★★

Our proposal win rate improved by 30% in the first three months — almost entirely because we started following up consistently. We weren’t doing it because our principals were too busy. Sevenfold runs the follow-up sequences automatically and we’re winning engagements we would have lost simply by staying in front of prospects.

Alex M.

Managing Partner · Strategy Consulting Firm, Melbourne (14 consultants)

★★★★★

The time our partners were spending on intake calls and proposal coordination was genuinely shocking when we calculated it. Sevenfold handles the entire front-end of our business development operation — qualification, scheduling, follow-up, content. Our partners are now spending that time on clients. The ROI in recaptured billable hours alone covers the cost many times over.

Caroline T.

Director · Accounting and Advisory Firm, Sydney

★★★★★

CLEO has transformed our thought leadership output. We’re publishing two detailed technical articles per month, a client case study every quarter, and our LinkedIn content is consistent for the first time in years. Our inbound enquiry rate has doubled in six months. The content was always in our consultants’ heads — Sevenfold just gets it out and published.

Nathan K.

CEO · IT Consulting Firm, Brisbane

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?+

CLEO 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. CLEO 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.