Use case · Consultants · Solo + boutique

AI Assistant for Consultants —
Ship SoWs in an hour,
not a week.

You sell expertise by the day. Every admin hour is a billable hour you're giving away. The AI Assistant for Consultants triages your LinkedIn inbound, preps every discovery call with context, drafts your proposals and SoWs from the call transcript, and tracks every active engagement — so your capacity is whatever you want it to be.

Book a free strategy call → See pricing

Sound familiar?

Five pains you feel
every quarter.

LinkedIn inbound is 90% noise. 25 connection requests a week, 3 real inquiries buried in recruiter spam and SaaS pitches. The real ones wait 5 days for a reply.
Discovery calls run cold. You start at zero every time. 10 minutes of "so tell me about your business." The prospect wanted someone who'd done the homework.
Proposals take a full day. Copy from last SoW, edit the scope, redo the timeline, rework the fee, export, send. Half the effort repeats every project.
SoWs go untracked. Milestones slip. Invoices slip. You find out in month 3 that you've under-billed by 40 hours.
You can't raise rates without losing capacity. To charge more you need leverage. To build leverage you need time. To get time you need to charge more. Loop.

What your assistant actually does

Five automations
built for consultants.

Concrete flows, not features. Each one replaces a billable hour you're currently giving away.

01 · LINKEDIN

LinkedIn inbound triage

Every message and connection request gets tagged — real prospect, referral, recruiter, SaaS pitch, noise. Real prospects get a drafted reply and a Cal.com link in under 2 minutes.

LinkedIn API · Claude · Cal.com

02 · PREP

Discovery call briefs

Prospect books. AI reads their LinkedIn and website, pulls recent news, builds a one-page prep doc with industry context and 3 opening questions. Delivered 30 min pre-call.

LinkedIn · Claude · Notion · Gmail

03 · PROPOSALS

Proposal + SoW drafts

Call transcript → scoped SoW draft with deliverables, timeline, fee structure, assumptions, payment schedule. You edit for 10 minutes, send for signature, done.

Zoom · Claude · HelloSign · Notion

04 · SOW TRACKER

Engagement + milestone tracking

Every active SoW auto-logs milestones, invoices, and hours. Slips get flagged in Slack. You know you're 12 hours over-scope before month 3 — not after.

Airtable · Stripe · Toggl · Slack

05 · BRIEF

Pipeline brief every Monday

7am Monday: warm inbound, proposals out, active engagements by margin, invoices aged, forecast for the quarter. One email. Partner-level visibility for a solo practice.

LinkedIn + Stripe + Notion → Claude → Resend

Consultant pricing

Two plans.
Month-to-month.

Live in 48 hours. Cancel anytime. $750 setup waived on annual.

Assistant Starter

$299/mo

$750 setup · waived on annual

For solo consultants

LinkedIn inbound triage

Discovery call briefs

Stripe payment links + follow-up

48-hour setup

Start with Starter →

Assistant Pro

$599/mo

$750 setup · waived on annual

Everything in Starter, plus:

Proposal + SoW drafts from transcripts

Engagement + milestone tracker

HelloSign / DocuSign integration

Weekly pipeline brief

Start with Pro →

FAQ · Consultants

Common questions.

Does it integrate with LinkedIn safely?

We use LinkedIn's official API plus a lightweight inbox forward to stay compliant. No scraping, no bot logins, no account risk. DMs land in a secure inbox where AI tags and drafts replies you send from LinkedIn yourself.

How does discovery call prep work?

Prospect books. AI pulls their company from public data, reads their LinkedIn, drops a one-page brief in your inbox 30 minutes pre-call: industry, recent news, likely pain points, 3 opening questions. You walk in like you've been tracking them for months.

Can it draft my proposals and SoWs?

Yes. After the discovery call, AI reads the transcript, maps it to your past engagements, and drafts a scoped SoW with deliverables, timeline, and fee. You edit for 10 minutes instead of writing for 90.

Is client data confidential?

Yes. Everything lives in your Supabase with AES-256 at rest. We never train public models on your data. NDAs are standard and signed before any strategy call if you want one.

AI Assistant for Consultants —
Ship SoWs in an hour,
not a week.

Five pains you feel
every quarter.

Five automations
built for consultants.

What consultants say.

Two plans.
Month-to-month.

Common questions.

20 minutes.
Your pipeline mapped.

AI Assistant for Consultants —Ship SoWs in an hour,not a week.

Five pains you feelevery quarter.

Five automationsbuilt for consultants.

What consultants say.

Two plans.Month-to-month.

Common questions.

20 minutes.Your pipeline mapped.

AI Assistant for Consultants —
Ship SoWs in an hour,
not a week.

Five pains you feel
every quarter.

Five automations
built for consultants.

Two plans.
Month-to-month.

20 minutes.
Your pipeline mapped.