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Illustrative exampleProposals in minutes, not afternoons
B2B consultancy · Typical scenario.
A consultancy where every proposal, report and follow-up was done by hand. With a copilot trained on its documentation and CRM automations, the sales team sells more in the same time.
3 h → 20 minPer proposal
+40%Qualified leads
30Follow-ups/week
autoMeeting summaries
The starting point
Plenty of expertise, little time to sell it
Consultants spent whole afternoons on proposals and reports, and sales follow-ups took a back seat.
The challenge: free up selling time without losing rigour or personalisation.
What we did
A copilot that knows the company
Internal docs + CRM + AI.
01
Private copilot
Trained on the consultancy’s pricing, cases and methodology.
02
Proposals
Personalised drafts built from similar cases.
03
Lead qualification
AI enriches and scores every incoming lead.
04
Follow-ups
Emails and tasks that go out on their own at the right time.
Results
More time to sell
Less admin, more conversations with clients.
3 h → 20 minPer proposalDraft ready to review
+40%Qualified leadsWith AI scoring
30Follow-upsEvery week
autoMeeting summariesIn the CRM
4Client reportsEvery month
0Forgotten leadsEverything tracked
Services used in this project
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