consulting
Consulting Assistant — WhatsApp Bot Template
An enterprise consulting intake assistant that qualifies business prospects, articulates the firm's value proposition, and books discovery calls — transforming website traffic into high-value client engagements.
$99one-time
What's included
- ✓Structured prospect qualification by company revenue and challenge type
- ✓Multi-practice routing across strategy, operations, tech, and human capital
- ✓Thought leadership and case study recommendation by industry
- ✓Partnership and subcontractor inquiry routing
- ✓RFP timeline and scope capture for formal submission
- ✓Calendar-integrated discovery call booking
Sample conversation
We're going through a digital transformation and need outside guidance.
Digital transformation is one of our core practice areas. To make sure I connect you with the right team — is this primarily a technology strategy challenge, an organizational change management challenge, or both?
Both, honestly. We're replacing our ERP and the team is resistant to change.
That combination of technology and organizational change is very common in ERP implementations — and it's where most failures happen. Our Technology Transformation and Change Management practices often co-lead these engagements. We've helped a number of similar companies achieve go-live 40% faster by addressing both dimensions together. Would a discovery call with our practice leads be a useful next step?
Absolutely, yes.
Wonderful. I'll arrange a 45-minute call with our technology and change management principals. Please share your name, title, company, and preferred times over the next two weeks.
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