Consultants

AI Automation for Consultants

Qualify leads on autopilot, fill your calendar with high-value meetings, and streamline client intake -- so you spend time consulting, not coordinating.

Challenges Consultants Teams Face

Manual processes drain time, create errors, and limit growth. Sound familiar?

1

Leads Fall Through the Cracks

Inquiry forms sit unanswered for hours. By the time you respond, the prospect has already booked with a competitor.

2

Calendar Chaos

Endless back-and-forth emails to find a meeting time. No-shows waste prepared time, and double-bookings erode trust.

3

Tedious Client Intake

Collecting background information, contracts, and documents is a manual slog that delays project kick-offs by days.

4

Zero Pipeline Visibility

Without a system, you rely on memory and sticky notes. You have no idea which deals are hot and which are going cold.

Workflows

Workflows We Automate

Skedva replaces hours of manual work with intelligent, always-on automation.

Automated Lead Qualification

Every new inquiry is scored based on budget, timeline, and fit. Qualified leads get an instant, personalized response; unqualified ones get a polite redirect.

  • AI-scored lead forms based on your ideal client profile
  • Instant follow-up emails with personalized messaging
  • Auto-tag and route leads to the right consultant

Smart Meeting Scheduling

Share a booking link. Skedva handles availability, time zones, reminders, and no-show follow-ups automatically.

  • Calendar sync across Google, Outlook, and iCal
  • Automated confirmations and SMS/email reminders
  • No-show detection with automatic reschedule prompts

Client Intake & Document Collection

Trigger a structured intake workflow the moment a deal closes -- questionnaires, NDAs, and onboarding docs collected in a branded portal.

  • Custom intake forms per service offering
  • E-signature integration for contracts
  • Automated reminders for missing documents

Pipeline & Follow-Up Management

Every lead, proposal, and engagement is tracked in a visual pipeline. AI agents send timely follow-ups so you never lose a deal to silence.

  • Visual pipeline with deal stages and values
  • Automated follow-up sequences at each stage
  • Weekly pipeline digest delivered to your inbox

AI Agents Powering Your Consultants Workflows

Specialized agents that understand your industry and work 24/7.

Lead Qualifier Agent

Scores and qualifies inbound leads instantly based on criteria you define -- budget, industry, timeline, and project scope.

Scheduling Agent

Handles all meeting logistics -- availability, time zones, reminders, rescheduling, and no-show recovery.

Intake Agent

Collects client information, documents, and signed contracts through a guided, branded intake experience.

Follow-Up Agent

Sends timely, context-aware follow-up emails to prospects and clients based on pipeline stage and last interaction.

Proposal Agent

Generates draft proposals from templates, pre-fills client data, and tracks open/view status for sales intelligence.

Engagement Bot

Answers prospect questions on your website 24/7, captures contact details, and books discovery calls in real time.

Real Impact, Real Numbers

Measurable results from consultants teams using Skedva.

< 2 min
Faster Lead Response Time
2.6x
More Qualified Meetings Booked
65%
Reduction in Client Intake Time
22%
Increase in Proposal Win Rate
I used to spend my mornings chasing leads and coordinating schedules. Now Skedva does all of that overnight, and I wake up to a full calendar of qualified discovery calls.
David Chen
Principal Consultant, Clearpoint Advisory

Ready to automate your consultants workflows?

Join hundreds of consultants teams saving 20+ hours per week with Skedva's AI agents.