Break the Feast-or-Famine Cycle—Build a Systematic Consulting Practice

Automate lead qualification, proposal follow-ups, and thought leadership. Convert expertise into clients while you focus on delivering value, not chasing prospects.

Start Free Trial
45%
Faster client response
Automated replies keep prospects engaged
30%
More consultations booked
Automated scheduling makes it effortless
6+ hrs
Saved per week
No more manual follow-ups and reminders
4x
More client testimonials
Automated requests capture feedback consistently
The Problem

Challenges Business Consultants Face

Feast or Famine Cycle — Busy with client projects means no business development. Project ends and you scramble for new clients. The cycle never breaks because you're always reacting.

Proposals That Disappear — Spend 8 hours on detailed proposals. Client says "looks good, will revert." Then silence. Following up feels desperate, not following up loses deals.

Expertise Not Visible — You have 15+ years experience solving complex problems, but prospects don't know. Your thought leadership exists only in your head, not in the market.

Network Goes Cold — 500 business cards collected over years. 200 people met at conferences. But relationships fade when you don't systematically stay in touch.

One-Time Engagements — Complete a successful project, deliver results, then never hear from the client again. No system for turning clients into repeat business or referrals.

Payment Awkwardness — Strategic advice delivered, value created for clients, but chasing milestone payments feels beneath you. Outstanding dues accumulate while you hesitate to follow up.

Solutions

10 Ways WhatsApp Automation Builds Your Consulting Practice

Systematic business development that runs while you deliver for clients

1

Discovery Call Booking & Qualification

Journey Starter+ $29

When prospects reach out, automatically qualify their needs, budget, and urgency before booking discovery calls. Focus time on serious buyers only.

JOURNEY: Lead Qualification
TRIGGER: Any new inquiry message
STEP 1: Send qualification questions
STEP 2: Based on answers, route to:
  - Hot Lead: Offer discovery call slots
  - Warm Lead: Send case study + nurture
  - Not Fit: Polite decline + referral
STEP 3: If qualified, share calendar link
STEP 4: Tag contact appropriately
How it works: Tire-kickers waste 60% of discovery call time. This Journey filters them out before you spend any time. Only qualified prospects who fit your sweet spot (right size, budget, urgency) make it to your calendar. The rest get nurture content or polite declines.

Workflow tip: Create separate Journeys for different service lines - strategy consulting needs different qualification than implementation support.
2

Service Offering Information

Rule Starter+ $29

When prospects ask about specific services, automatically send detailed methodology, pricing ranges, and case studies.

TRIGGER: Message contains "digital transformation" OR "automation" OR "process improvement"
ACTION: Send service overview with methodology
---
TRIGGER: Message contains "pricing" OR "cost" OR "fee"
ACTION: Send investment ranges + engagement models
---
TRIGGER: Message contains "case study" OR "examples" OR "results"
ACTION: Send relevant client success stories
How it works: Prospects ask the same questions repeatedly: "What's your approach?", "How much?", "Can you share examples?". Instead of typing answers every time, Rules detect keywords and auto-reply with comprehensive information. You stay consistent and save 2+ hours daily.

Workflow tip: Include your calendar link in service info messages to capture intent while interest is high.
3

Pre-Call Preparation Automation

Sequence Starter+ $29

After booking discovery calls, send preparation materials so prospects come ready for productive discussions.

SEQUENCE: Call Preparation
DAY -2: Send call details + prep questions
DAY -1: Send reminder with agenda
HOUR -1: Send final reminder with dial-in details
AFTER CALL: Send summary + next steps (manual trigger)
How it works: Unprepared prospects waste discovery calls on basic questions. This Sequence ensures they think through their challenges beforehand. You get better information, make faster assessments, and close qualified leads 40% faster. Plus, no-show rate drops by half.

Workflow tip: Include 2-3 qualifying questions in prep message - if they can't answer, they're not serious enough for your time.
4

Proposal Follow-Up Sequence

Sequence Pro $99

After sending proposals, automated professional follow-ups keep you top-of-mind without feeling pushy.

SEQUENCE: Proposal Follow-Up
TRIGGER: Contact tagged "proposal-sent"
DAY 3: First check-in (did you get a chance to review?)
DAY 7: Second follow-up (address concerns, offer call)
DAY 14: Value-add touchpoint (share relevant content)
DAY 21: Final check-in (are you still interested?)
DAY 30: Move to nurture or mark closed-lost

EXIT: When they reply or accept proposal
How it works: 60% of consultants never follow up after sending proposals. Another 30% follow up once, then give up. This Sequence does professional, value-adding follow-ups automatically. You stay persistent without being annoying. Conversion rate improves by 35%.

Workflow tip: Each follow-up should add value - share insights, offer help, provide content. Never just "checking in".
5

Engagement Kickoff & SOW Signing

Journey Starter+ $29

Once proposal is accepted, guide clients through engagement letters, advance payment, and project kickoff seamlessly.

JOURNEY: Engagement Start
TRIGGER: Contact tagged "proposal-accepted"
STEP 1: Send next steps + engagement letter
STEP 2: Wait for SOW signing
STEP 3: Send payment reminder (if not received in 3 days)
STEP 4: On payment, send kickoff scheduling options
STEP 5: Confirm kickoff meeting details
STEP 6: Move to "active-engagement" status
How it works: The gap between "yes" and actual start kills momentum. Clients get distracted, budgets freeze, urgency fades. This Journey maintains momentum by clearly outlining next steps and gently nudging forward. Time from acceptance to kickoff drops from 3 weeks to 5 days.

Workflow tip: Make each step crystal clear with specific actions, deadlines, and links. Remove friction at every stage.
6

Weekly Engagement Progress Updates

Sequence Pro $99

Keep clients informed with regular progress updates showing work done, findings, next steps, and timeline status.

SEQUENCE: Engagement Updates
TRIGGER: Contact tagged "active-engagement"
WEEKLY (Friday): Send progress update
MILESTONE: Send milestone completion notice
MONTHLY: Send comprehensive status report
ISSUE: Send immediate alert if blockers arise

EXIT: When engagement marked complete
How it works: Clients who don't hear from consultants get anxious and micromanage. Regular updates build trust and demonstrate value. This Sequence sends structured weekly updates showing clear progress. Clients feel confident, you avoid "what's the status?" calls, and engagement satisfaction jumps.

Workflow tip: Use consistent format (completed, findings, next steps, needs) so clients know what to expect. Include specific deliverables.
7

Milestone Payment Reminders

Sequence Pro $99

Professional payment reminders tied to deliverable milestones - no awkward chasing, just systematic follow-through.

SEQUENCE: Milestone Payments
TRIGGER: Staff tags contact "milestone-X-complete"
DAY 0: Send payment request with deliverable summary
DAY 5: Gentle reminder (if not paid)
DAY 10: Firm follow-up (impact on timeline)
DAY 15: Escalation notice (pause work if needed)

EXIT: When payment marked received
How it works: Consultants hate chasing payments - feels beneath them. But outstanding dues hurt cash flow. This Sequence handles reminders professionally, tying each payment to delivered value. You stay firm without awkwardness. Payment delays drop from 20+ days to under 7 days.

Workflow tip: Always link payment requests to specific deliverables. "Here's what you got, here's what you owe" is easier than "can you pay me?"
8

Workshop & Training Announcements

Campaign Pro $99

Promote your webinars, workshops, and speaking engagements to generate leads and demonstrate expertise.

CAMPAIGN: Webinar Promotion
TARGET: Contacts tagged "prospect" OR "past-client"
SEGMENT: Manufacturing industry contacts
MESSAGE: Webinar invitation
TIMING: Send Tuesday 10 AM (2 days before event)
FOLLOW-UP: Reminder on event day morning
How it works: Webinars position you as a thought leader and generate qualified leads. This Campaign promotes your events to relevant segments of your network. Attendees are pre-qualified (self-selected interest) and warmed up for sales conversations. Average webinar generates 8-12 qualified leads.

Workflow tip: Record webinars and use them as lead magnets. Send recordings to no-shows with CTA to book discovery calls.
9

Thought Leadership Content Distribution

Campaign Business $470

Share insights, frameworks, and industry perspectives regularly to stay visible and demonstrate expertise to your network.

CAMPAIGN: Weekly Insights
TARGET: All contacts (prospects + clients + network)
FREQUENCY: Weekly (Monday 9 AM)
CONTENT TYPES:
- Week 1: Industry insight/trend analysis
- Week 2: Framework/methodology share
- Week 3: Case study/success story
- Week 4: FAQ/common mistake analysis
How it works: Prospects don't hire consultants they've never heard of. Thought leadership builds credibility and keeps you top-of-mind. This Campaign shares valuable insights weekly, positioning you as the expert. When prospects need help, you're the first call. Inbound inquiries increase 3x.

Workflow tip: Repurpose your LinkedIn posts, blog articles, or client learnings. Create once, distribute everywhere. Include CTAs to book calls or download resources.
10

Post-Engagement Testimonial & Referral Collection

Sequence Starter+ $29

After successful engagements, systematically collect testimonials, case study approvals, and referrals while results are fresh.

SEQUENCE: Post-Engagement
TRIGGER: Contact tagged "engagement-complete"
DAY 0: Send completion summary + testimonial request
DAY 3: Follow up if no response (gentler ask)
DAY 7: Share case study draft for approval
DAY 30: Check in on implementation progress
DAY 90: Offer complimentary health check
DAY 180: Quarterly check-in + referral request
How it works: Best time to ask for testimonials and referrals is right after delivering value. This Sequence captures social proof while clients are thrilled, then maintains relationships for repeat business. 60% of consultants never ask - you'll systematically collect testimonials and generate 30% of new business from referrals.

Workflow tip: Make it easy - provide testimonial templates, offer to ghostwrite drafts, share calendar links. Remove all friction from saying yes.
CRM

Track Every Consulting Opportunity

From first inquiry through active engagement to repeat business

Inquiry
Lead received
Qualified
Fit confirmed
Discovery
Call completed
Proposal
Proposal sent
Engaged
Active project
Alumni
Past client
Capabilities

What You Can Achieve

Capability Starter
$29/mo		 Pro
$99/mo		 Business
$470/mo
Discovery call booking & qualification ✓ ✓ ✓
Service offering auto-replies ✓ ✓ ✓
Pre-call preparation automation ✓ ✓ ✓
Proposal follow-up sequence Basic (3 touchpoints) ✓ Advanced ✓ Advanced
Engagement kickoff automation ✓ ✓ ✓
Weekly progress updates — ✓ ✓
Milestone payment reminders — ✓ ✓
Workshop/webinar promotion — ✓ ✓
Thought leadership campaigns 2/month 8/month Unlimited
Testimonial & referral collection ✓ ✓ ✓
Client contacts Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15

Prices in USD. View pricing in your local currency →

RECOMMENDED FOR CONSULTANTS

Starter Plan - $29/month

Prices in USD. View pricing in your local currency →

Perfect for solo consultants and small practices. Covers lead qualification, proposal follow-ups, and basic thought leadership to systematize business development.

Up to 500 contacts
2 team members
Lead qualification
Proposal automation
2 campaigns/month
Start Free Trial

Growing practice with multiple consultants? Pro Plan ($99/mo) adds weekly client updates, payment reminders, and unlimited thought leadership campaigns. Large firm managing 100+ active engagements? Business Plan ($470/mo) offers advanced segmentation and 25K contacts.

Build a Practice, Not Just Projects

Join consultants who've systematized business development to break the feast-or-famine cycle.

Start Your Free Trial

No credit card required. See results in your first week.