Ownbox for consulting firms
The machine we'd build
for your consulting firm.
A consulting firm runs on inquiries, proposals, projects, hours and invoices. This is the AI business machine we would build around them, and what your box already does on day one.
What it would do
One machine, every department of a consulting firm.
Sales
- Every inquiry answered and a first meeting booked
- Proposals drafted from your rates and past work
- Proposals that went quiet, followed up on a schedule
Marketing
- Client results turned into each channel's post, with permission on file
- A case study drafted when a project wraps
- A monthly note to your network on what you're seeing
Operations
- Project milestones watched, with anything slipping flagged early
- Meeting notes turned into tasks and follow-ups
- Each client's documents kept in one place
Finance
- Hours tracked against each project's budget
- Invoices sent on schedule and overdue ones chased
- A weekly one-pager of revenue by client
People
- Who is on which project, and who has room, every morning
- Contractor agreements watched before they lapse
- Onboarding checklists for new consultants that actually run
What it keeps
Its own records, and the agents that work on them.
- Clients, contacts and their history
- Proposals and what they were priced at
- Projects, milestones and hours
- Invoices and what's still owed
- Your rates and past work
The agents inside
- IntakeAnswers every inquiry and offers times to meet.
- ProposalsDrafts each proposal from your rates and past work.
- ProjectsWatches milestones and hours, and flags what's slipping.
- BooksSends invoices and drafts the chase.
Every message, proposal and invoice waits for your OK. Nothing goes out on its own.
Running today
Your inbox at 8 AM and this morning's review.
You don't wait for this machine to start. On any Base Machine, the Unified Inbox and the AEO Machine already work for a consulting firm.
Jordan L.Thanks for the proposal. Could you split the work into two phases so we can start smaller?
Happy to. I'll send a two-phase version by Thursday, with the first phase covering the audit and the plan. Does that work for you?
Draft ready, waiting for your OK
- Unified Inbox2 conversations are waiting on your reply
- Unified Inbox1 reply is written and ready to send
- AEO MachinePublished “When should a small business hire a consultant?”
Example. The wording is the box's own; the names and numbers are made up.
Questions
Before you ask.
Can I buy the Consulting Machine today?
It is a machine idea, so you can't buy it off the shelf. You can design it with us, and on any Base Machine the Unified Inbox and the AEO Machine already work for a consulting firm.
What does a consulting firm get on day one?
A Base Machine set up on your own server, with one add-on machine free for a limited time: the Unified Inbox, which drafts a reply to every message for your OK, or the AEO Machine, which writes articles that answer your clients' questions. A morning report tells you what happened overnight.
Where does my clients' information live?
On your own server. The box, the code and the data are yours, and the AI runs on the AI plan you already pay for.
Can my agency build this machine for consulting firms?
Yes. You design the machine, we build it, and you earn half of every sale.