We Work With Consulting Firms
AI, sales and software for Consulting Firms
A pipeline that keeps moving while the partners deliver, so the next engagement is lined up before the current one ends.
Allied ROI builds outreach, follow-up and proposal systems for Consulting Firms in the US. AI drafts the outreach and the first version of each proposal, a partner approves every message, and booked calls land on the right calendar. The work starts with a free 30-minute clarity call with founder Chris Mayrs.
- Pipeline
- Outreach
- Proposals
The bottlenecks
Where the work falls through.
In most boutique consulting firms, the partners sell the work and then deliver it. When a big engagement starts, business development stops. Nobody follows up on last quarter's discovery calls, the newsletter goes quiet and LinkedIn sits untouched. Three months later the engagement wraps, utilization drops and the partners start selling from zero again. Proposals get written late at night from an old deck, and the pipeline lives in one partner's head and inbox.
Bottleneck 01
Feast-or-famine pipeline
Selling only happens when the bench is empty. By the time a partner starts reaching out, the next engagement is still two or three months away. Revenue swings from quarter to quarter, and the firm takes work that is not a great fit just to keep consultants billable.
Bottleneck 02
Partners are the only sellers
Clients buy the partner, so the partner has to be in every first conversation. That is reasonable. What is not reasonable is the partner also researching prospects, writing every outreach email, chasing replies and booking calls. The selling time goes to admin instead of conversations.
Bottleneck 03
Proposals take a week
After a good discovery call, the proposal starts from an old document. Scope, approach, timeline and fees get rewritten by hand, usually after hours. By the time it goes out, the prospect's urgency has faded or a competitor has already sent theirs. Many deals stall here, not on the first call.
Bottleneck 04
Warm contacts go quiet
Past clients, referral partners and people met at events are the best source of new work, but nobody keeps in touch on a schedule. The CRM, if there is one, is out of date. Opportunities surface only when someone happens to email first.
What we build
What we build for Consulting Firms.
Each piece connects to the tools you already use. A person approves anything a client sees.
- 01
Outreach that runs during delivery
A target list built around the firm's ideal client, with AI-drafted outreach for each account based on public signals like a new hire or funding round. A partner approves the batch each week in a few minutes. Replies route to the partner, and interested contacts get a booking link.
AI Agents - 02
Proposal drafts in a day
Call notes and the firm's past proposals feed a first draft with scope, approach, timeline and assumptions in the firm's own format. The partner edits and sets the fee. The proposal goes out the same week, with follow-up drafted for after it is sent.
AI Implementation - 03
A pipeline you can see
One CRM, set up for how consulting is actually sold: relationship, discovery, proposal, signed, delivering. Each stage has a next step and an owner. Partners can see what closes next quarter next to who rolls off an engagement, so selling starts before the bench empties.
Growth Advisory - 04
Keep-in-touch for warm contacts
Past clients, referral partners and alumni get a scheduled, personal check-in drafted from what the firm knows about them. A partner approves each one. A simple thought-leadership rhythm, such as a monthly note, keeps the firm in front of the people who already trust it.
Marketing
How it works
The flow, once it is built.
The same steps every time, whether it is a Tuesday morning or the busiest week of the year.
Fit
Who this is for, and who it is not.
A good fit
- Boutique and mid-size consulting firms where partners still lead every sale.
- Firms whose revenue swings because selling stops during big engagements.
- Partners who want to approve every message that goes out under their name.
Not a fit
- Firms that want fully automated cold email at volume with no partner review.
- Solo consultants already booked a year ahead with no plans to grow.
Questions
Plain answers.
How can a consulting firm avoid feast-or-famine revenue?
The cycle comes from selling only when the bench is empty. Allied ROI builds a pipeline that keeps running during delivery: weekly outreach drafted for a partner to approve, follow-up that does not depend on memory and a CRM that shows what closes next to who rolls off. Selling continues in small, steady pieces instead of bursts.
Can AI write consulting proposals?
It can write the first draft. Allied ROI sets up a workflow that takes discovery call notes and the firm's past proposals and drafts the scope, approach, timeline and assumptions in your format. A partner reviews, edits and sets the fee. The point is getting a solid draft in a day instead of a week, not removing the partner.
Is AI outreach safe for a consulting firm's reputation?
It is when a person approves every message. In the systems Allied ROI builds, AI drafts outreach from real signals about each account, and a partner reviews the batch before anything is sent. Volumes stay modest and personal. The firm's name only goes on messages a partner would have been comfortable writing.
What CRM should a small consulting firm use?
The right one is the one the partners will actually update. Allied ROI often works with HubSpot or a similar CRM, set up with stages that match how consulting is sold, from relationship to signed engagement. If the firm already has a CRM, we usually clean it up and keep it rather than start over.
How much does it cost to build a pipeline system for a consulting firm?
It depends on how many partners sell, the tools you already use and whether outreach, proposals or the CRM comes first. The exact scope and price come in writing after the free clarity call. On that call, Chris Mayrs looks at where your current pipeline stalls.
How can partners sell while they are delivering client work?
By keeping only the parts that need a partner. Allied ROI builds systems where research, drafting, follow-up and booking run in the background, and the partner spends a short block each week approving outreach and a few hours on calls. The conversations stay with the partner; the admin around them does not.
Related
The services behind this work.
AI Agents
An agent system you own, maintained after it ships.
What's includedAI Implementation
A two-week audit, then a sprint on the workflow that pays.
What's includedGrowth Advisory
A senior operator in the business for half a day to two days a week.
What's includedSales Training
A team system, not a motivational afternoon.
What's included
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing