The challenge
The firm's partners were spending too much of their highest-leverage time on mechanical sales support: researching accounts, collating internal references, drafting proposal sections, scheduling, and writing follow-ups. Junior consultants were being pulled onto this work at the expense of delivery. Win rate was plateauing and the partner group was burning out.
The solution
We designed four coordinated sales-enablement agents mapped to the firm's real sales cycle — not a generic funnel. A research agent that builds a deep account brief from public sources and internal knowledge, with citations. A proposal agent that drafts proposal sections in the firm's voice, grounded in the firm's library of past engagements and current case studies. A pursuit coach agent that reads the pursuit notes and suggests the next best action per stakeholder. A renewal intelligence agent that tracks client health across delivery data and alerts the partner before renewal risk materialises.
Starting with the sales cycle, not the tech
Consulting firms do not run a generic funnel. Every deal is a custom pursuit with a long list of internal stakeholders, past engagements to reference, and a specific voice in which a proposal must be written. We spent the first three weeks shadowing partners through real pursuits and built a map of the firm’s actual sales cycle. The agents were designed to fit that — not the other way round.
The four agents
- Research agent — builds a deep, cited account brief from public sources and the firm’s internal knowledge. The partner walks into the first meeting with a 4-page brief they did not have to write.
- Proposal agent — drafts proposal sections in the firm’s voice, grounded in a curated library of past engagements and live case studies. The evaluator was co-designed with the firm’s chief editor; no section ships without passing.
- Pursuit coach — reads the pursuit notes and suggests the next best action per stakeholder. The partner still decides, but no more staring at a blank CRM field.
- Renewal intelligence — quietly tracks client health across delivery data (hours burn, sentiment in retrospective notes, unresolved issues) and alerts the partner before risk materialises.
Voice was the unlock
The firm’s voice is the product. We built a voice evaluator, co-owned by the chief editor, that every generated proposal section must pass before a partner sees it. The partners told us: “The first time I saw a draft that sounded like me, I knew this was going to work.”
Governance for a people-first firm
The agents never contact a client directly. Every output is positioned as a draft for a human. Every generation is logged with its inputs and its prompt. The firm’s data never leaves the firm’s environment.
What the managing partner said
“The partners hate this kind of technology — and now they ask for it. That is the tell.”
Services deployed
- AI Strategy & Integration (operating model and adoption plan)
- Custom AI Agents (four coordinated agents)
- AI Governance (evaluator, audit log, partner controls)