- Business development
- Partners
Business development waits for the bench.
New work gets pursued when a project wraps and partners have time again. By then, next quarter's pipeline is already thin.
The fixPursuit research
For management consulting firms
Win the next engagement before this one ends.
In most consulting firms, new business gets attention between projects, which is exactly when the pipeline is thinnest. We build and run the workflows that keep it moving while your partners stay on client work.
- Built for
- Partner-led firms that win work through relationships and referrals
- Runs in
- Your CRM, inbox and calendar
- Approvals
- A partner says yes before anything reaches a client
- Starts with
- A free Growth Audit
Where consulting growth leaks.
The work is good. The pipeline is lumpy, and it goes quiet in the same three places.
- Proposals
- Follow-up
Proposals go quiet after the pitch.
The scoping call went well and the proposal went out. Then nobody owns the nudge, and the decision drifts into next quarter.
The fixProposal follow-up
- Billable time
- Admin
Partner hours go to the chase.
The people clients pay for spend evenings on research, reminder emails and CRM updates instead of the work only they can do.
The fixPartner pipeline brief
Where consulting firms usually start.
Four workflows shaped around how consulting work is won. Each runs inside your CRM, inbox and calendar.
- 01
Pursuit research
Target accounts arrive with a reason to call now: a new leadership team, a stated priority, a past client in a new role.Run by Account researcher · Champion tracker · Hiring signalsSee these agents - 02
Proposal follow-up
After every scoping call, the notes land in the CRM and the follow-up is drafted, timed and waiting for a partner's yes.Run by Call notes · Next-step nudger · Proposal drafterSee these agents - 03
Follow-on engagements
Engagements nearing their end are flagged early, with a brief on the next piece of work worth proposing.Run by Renewal prep · Expansion signals · Win-backSee these agents - 04
Partner pipeline brief
Every Monday, one page on which pursuits moved, which stalled and which need a partner's call.Run by Weekly revenue brief · Pipeline reviewer · Pipeline risk alertSee these agents
Plus agents for the rest of the revenue cycle. See all 46 agents →
How it starts.
- A free Growth Audit: one working session on where your engagements come from, where pursuits stall and what the gaps cost.
- A written diagnosis and the one workflow worth building first.
- We build it inside your CRM, inbox and calendar. The first workflow, run by two or three agents, is live in about 15 days.
- We run it every day, report what moved and add the next workflow when you're ready.
Questions
More on cost and fit in Pricing.
Will anything reach a client without a partner seeing it?
No. By default, every client-facing message waits for a partner or business development lead to approve it, with the draft, the recipient and the reason in front of them.
We win most work through referrals and past clients. Does this still fit?
Often that's the best place to start. Relationship-led work rarely needs more cold outreach; it needs warm conversations that never go quiet and follow-on work spotted before the engagement ends.
Does it work with the tools we already use?
Yes. We build inside the CRM, inbox and calendar you already use. If your pipeline lives in spreadsheets today, the audit covers what to do about that first.
What happens to client information?
It stays in your tools. Access is scoped to each agent's job, credentials are encrypted, we don't train models on your data, and you can export or delete everything.
Start with a free Growth Audit.
One working session on how your firm wins work, then a written diagnosis and the one fix worth building first.