Part of our Sales agents
AI agents for sales teams in consulting
Actionist is an AI automation tool whose agents operate the apps your consulting sales team already uses, turning discovery notes into SOW drafts and proposal activity into a partner review queue.
Every discovery call turned into a scoped SOW and a logged pipeline entry, without a partner losing an evening to it.
AI Employees for Consulting Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- The SOW ships before it has to be chasedDiscovery notes turn into a scoped statement of work with a rate-card fee, ready for a one-pass partner review.
- The pipeline reflects the call, not a memoryFiled discovery notes provide the mandate, stage evidence, and next step for a partner-reviewed CRM update.
- A warm read gets a warm follow-upScheduled DocSend checks surface proposal activity and prepare a relevant follow-up for partner approval.
- Redlines get a partner-ready comparison noteA source-linked deviation list helps counsel and the partner review the MSA and decide acceptable terms.
- The pitch deck fits the sector, not the lastCase studies and credentials that actually fit the prospect's industry are pulled into the deck automatically.
- Built around your business developmentThese are examples of what a consulting sales agent can do. Build a custom agent for anything else your firm repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Consulting Sales team's day.
Where the hours go
A partner walks out of a discovery call with a notebook of scrawled requirements and has to turn it into a scoped statement of work, deliverables, timeline, and a fee built consultant by consultant off the rate card, usually after hours because the day was full of client meetings.
An agent reads the discovery call notes, drafts the SOW in the firm's template with deliverables and a rate-card fee already applied, and queues it for the partner's one-pass review instead of a blank-page rewrite.
A proposal sits in DocSend for a week and nobody notices it was opened until the prospect has already gone quiet, because checking read receipts across every open proposal is one more tab nobody has time for between client calls.
Scheduled proposal checks surface newly recorded reads and draft a relevant follow-up in Gmail, held for partner approval before it reaches the prospect.
Client legal sends back an MSA with a dozen tracked changes, and someone on the deal has to read every clause against the firm's standard liability cap, IP, and payment terms before a partner can even see what actually changed.
An agent creates a source-linked redline comparison for counsel and the deal partner. They review the underlying agreement and decide which terms the firm can accept.
Every new pitch means rebuilding the capabilities deck from the last one that shipped, swapping in case studies that may not even fit the prospect's sector because nobody has time to search the case study library properly.
An agent pulls the case studies, credentials, and team bios that genuinely fit the prospect's sector into a tailored capabilities deck, so the pitch reads as built for them, not recycled.
Actionist Will Automate
What one automation looks like
A week with your Consulting Sales agents
Some of the apps for your Consulting Sales team
Some of the consulting sales apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When new discovery notes appear in the monitored folder, the agent can start checking within about a minute. It assembles a SOW draft from the approved template and rate card, links assumptions that need a partner decision, and queues the result for approval before it reaches the prospect.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales210 min / weekRewriting discovery notes into a SOW by hand
A partner rereads scrawled or transcribed discovery notes after hours, working out deliverables, milestones, and a fee consultant by consultant off the rate card, usually a first draft with mistakes a fresher read would catch.
Sales Agent0 minAgent drafts the SOW off the rate card automaticallyAn agent reads the discovery notes, drafts the SOW with deliverables and a rate-card fee already applied, and queues it in PandaDoc for the partner's one-pass review.
- Sales95 min / weekUpdating the CRM from memory after the call
A partner tries to remember what was actually agreed on a call from two days ago before logging it to Salesforce, so stage changes and next steps often lag the real conversation by a week.
Sales Agent0 minAgent logs the call to the pipeline straight afterAn agent logs the mandate, stage, and next step to the CRM as soon as the call notes land, so the pipeline reflects the actual conversation, not a partner's recollection.
- Sales60 min / weekChecking DocSend for proposal opens manually
Someone checks the DocSend dashboard once a day if they remember to, and by the time a stale proposal gets noticed the prospect has usually gone quiet for a week.
Sales Agent0 minAgent flags the open and drafts the follow-upThe agent checks recorded DocSend activity on a schedule and drafts a relevant follow-up in Gmail for partner approval.
- Sales120 min / weekReading an MSA redline clause by clause
Someone on the deal reads every tracked change in a returned MSA against the firm's standard liability cap, IP, and payment terms one clause at a time, then writes up what a partner needs to see.
Sales Agent0 minAgent drafts the clause-by-clause comparison noteAn agent compares the redlined MSA against the standard playbook and drafts a comparison note flagging exactly where the client's version deviates, in Google Docs for the partner to check.
- Sales150 min / weekRebuilding the capabilities deck from the last pitch
Someone swaps slides from whichever capabilities deck shipped last, hunting the case study library for anything that vaguely fits the new prospect's sector because there is no time to search it properly.
Sales Agent0 minAgent assembles the deck from the right case studiesAn agent pulls the case studies, credentials, and team bios that genuinely match the prospect's sector into a tailored deck in Google Slides, ready for the partner to add the closing narrative.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent drafting SOWs, fee schedules, and MSA comparisons only earns a place in your pipeline if the firm stays in control of what actually reaches a prospect or a client's legal team. Actionist is built so every draft waits for a partner, every record is logged, and your deal data stays yours.
A drafted SOW, proposal, or MSA comparison note waits for a one-pass approval before it goes anywhere near a client or their legal team, unless a partner widens that autonomy through Approval Modes.
CRM updates link to filed discovery notes or correspondence. Missing call notes remain a partner question; the agent does not infer an outcome from a booked meeting.
The agent applies the standard rate card to a draft SOW but never quotes a custom discount or fee exception on its own; anything outside the standard terms is flagged for a partner's decision.
Restrict deal access to the proposal folders and records needed for the mandate. Check client confidentiality terms and model-provider handling before including sensitive discovery or MSA material.
More Consulting Firms teams
More use cases for Consulting Sales teams
Frequently asked questions
Does my consulting sales team need to be technical to use Actionist?
How do I get started?
How do I make customised AI agents for our firm's own process?
How quickly can I set Actionist up?
Is our client and deal data safe with an agent handling proposals and MSAs?
What if our proposal template or internal deal tracker has no API?
Will an agent send a proposal or follow-up to a prospect without a partner seeing it first?
Will this replace our partners' relationships or is it just for the paperwork?
Does an agent understand our NDA and MSA standards well enough to draft against them?
See an agent draft a SOW from a discovery call
Book a free demo and watch an Actionist agent turn discovery notes into a scoped SOW, flag a warm DocSend read, and draft the follow-up, end to end.