Consultants
AI for consultants who sell, deliver, and bill by themselves
A solo consultant or small firm is doing three jobs: winning the work, doing it, and getting paid for it. Clients pay for the delivery. Everything else eats the hours you could bill: drafting the proposal, scheduling the kickoff and the workshops, chasing the 45-day invoice, pulling background on a new client's market. That's the work TeamShift's AI workers pick up. They draft proposals from your past ones, follow up on unsigned scopes and unpaid invoices, book meetings, and do sourced research you can check.
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Consultants: the short answers
What can AI do for consultants?
AI for consultants is useful for the work around client delivery. It can draft proposals and statements of work from your past engagements, follow up on unsigned proposals and overdue invoices, schedule discovery calls and workshops, keep the CRM current, and research a client's industry or competitors with sources. Your recommendations, the client relationship, and pricing decisions stay with you. TeamShift sends nothing to a client until you approve it.
How good is the research?
The Research worker gathers competitor, pricing, and market information with a source for each claim, and tells you plainly when the evidence is thin. Think of it as a capable analyst's first pass. It saves you the hours of gathering, and you decide what holds up and what makes it into a client deliverable.
Can it write proposals in my style?
Yes. Connect your past proposals and notes in Company Brain, and the Sales worker drafts new ones with the same structure and voice. Correct a draft and the team remembers the correction next time. You set scope and price, and it fills in the rest for your review.
Who does what
The jobs your team takes
Operations lead
- Schedules workshops and check-ins across client calendars and keeps a task board of deliverables and due dates.
Sales worker
- Replies quickly to inbound inquiries, offers discovery-call times, and drafts a proposal or statement of work from your past engagements.
- Drafts follow-ups on proposals that have not been signed for your OK and keeps the CRM current with stage and next step.
Finance worker
- Prepares invoices on your milestones and follow-ups on overdue ones for your OK, and keeps QuickBooks reconciled for tax time.
Content worker
- Drafts LinkedIn posts and a newsletter from your project notes and published work, for you to approve.
Research worker
- Researches a client's market, competitors, and pricing with a source for every claim before kickoff.
Stays with you
What never runs without you
- Your recommendations and anything presented as your professional opinion
- Scope, pricing, and contract terms
- Client confidentiality decisions, including what data the team may read
- Every proposal, invoice, and email sent to a client
Anything that sends, pays, publishes, or deletes waits for your OK, and every step is recorded. How approval works.
By the numbers
The numbers behind it
- U.S. management, scientific, and technical consulting establishments (NAICS 5416): 215,682
- Of those, establishments with fewer than 5 employees: 177,571
Sources: U.S. Census Bureau, County Business Patterns 2022; U.S. Census Bureau, County Business Patterns 2022.
FAQ
Questions owners ask
Will it reach out to prospects cold?
No. TeamShift handles inbound replies and follow-up. It doesn't do cold outreach.
Can it do the client work itself?
It can research and draft supporting material, but the analysis and advice clients pay you for stay with you.
How do I hand off work?
In a sentence, by text or in TeamShift. You don't build any workflows.
What does it cost?
A free workspace and usage billing, with a maximum quoted before work starts. No seats and no subscription.
Pricing
Pay by usage, not per seat
Creating your workspace is free. The work your team runs is billed at 3x its compute cost, quoted with a maximum before it starts. No subscription, no seats, no per-job products. See pricing.