Ai Automation for Consultancies
Win More Clients. Scale With Less Burnout.
At Flowbot Forge, we help high-performing consultancies automate the heavy lifting—so your team can focus on delivering value, not managing busywork.
How We Help Consultants Like You
We build AI-powered systems that streamline how your consultancy wins business, serves clients, and grows—without increasing headcount.
Whether you’re a fractional CFO firm, marketing consultancy, legal services provider, or investment advisory practice, our solutions are built to help you:
✅ Close deals faster
✅ Deliver personalized service at scale
✅ Save 10–50 hours a week on repetitive tasks across your workforce.
✅ Create new revenue streams powered by automation and AI Large Language models, that your clients will love.
Our Service Catalog
1. Done-With-You (DWY) Automation Design
Collaborate directly with our AI consultants to identify bottlenecks and co-design automations tailored to your workflow. Perfect for firms that want in-house ownership with expert support.
2. Done-For-You (DFY) AI Buildouts
We handle everything—strategy, implementation, and optimization. You get fully operational automations that integrate with your CRM, project tools, and communication systems.
3. Revenue Automation Engine
We combine AI agents, lead nurturing workflows, and multi-touch sales outreach to turn your pipeline into a conversion machine.
4. AI Training + Enablement
We train your team to use AI tools safely, efficiently, and ethically—so every team member becomes more productive and valuable.
5. Capital Services for AI Transformation
Need working capital to fund your AI initiatives? We provide non-dilutive financing to help you afford automation today—and grow faster tomorrow.
Problems our AI Automation Agents Can Solve for Your Business
Lead Generation & Prospect Research
Proposal Drafting + Contract Automation
Client Onboarding Workflows
Meeting Summaries + Follow-Up Emails
KPI Reporting + Insights Dashboards
Backoffice & Admin Automation
AI-Powered Knowledge Base + SOP Retrieval
Ready to Elevate Your Consultancy?
Let’s orchestrate support that makes your clients say, “This consultant actually gets me.
