AI Growth & Automation for B2B Services Firms
AI agents that take repetitive work off your team across sales, operations and marketing, so you grow without adding headcount. For consultancies, agencies, research firms, recruiters and advisors.
WHAT WE BUILD
Most services firms run on the expertise of a few senior people. They sell, deliver, write proposals, answer requests and chase follow-ups, and growth stops when their calendar is full. We build AI agents that take on the repetitive work across your firm. Each agent does one job well, and your team stays in control of every decision that matters.
Sales and pipeline
Value-first outreach that opens with a case study or use case, not a pitch. Agents qualify every lead against your criteria, book the meeting and handle follow-up, so you only show up to conversations worth having.
Proposals and delivery
Your past proposals, reports and know-how become a knowledge base. Agents draft most of each proposal or report in minutes for your review, and turn client requests into tasks your team can run with.
Operations
Request intake and triage, data pulled from PDFs and forms, routing, status tracking and reporting, automated inside the tools you already use. Every step is logged, and exceptions go to a person.
Marketing and client retention
Content and campaigns built from your own insights and case studies, re-engagement based on each client's history, and follow-up for renewals, so existing clients come back and refer others.
Results from the field
A boutique research consultancy cut its response time to new leads from 3 to 5 days to under 2 hours, and now handles 3x more active proposals with the same team.
A research-industry firm climbed from #10 to #4 in a leading global innovation ranking with our multi-agent LinkedIn and outreach system.
A law firm's AI intake agent qualifies new clients and books consultations around the clock.
HOW WE START:
PILOT, THEN SCALE
Clarity before code. We map your ideal clients, your offer and the workflow that slows you down most, and agree on the numbers we will track from day one: meetings booked, response time, hours saved. No long-term contract.
01: Pilot
A focused 30-day sprint on one workflow: outreach to one target persona, or the process that costs your team the most time. You get access to the platform to see what goes out and who replies.
02: Deploy
Once the pilot works, we run it end to end: one or two campaigns at a time, or the next workflow automated. You stay focused on your clients.
03: Scale
After month three we review the results together and decide whether to add volume, segments or workflows. Agents learn from every reply, with humans in control at every escalation point.