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All examples
// Example use case

Consultancy Pipeline

Illustrative example of what an AI assistant could do for this type of business. Not a real client.

A consultancy that wins new work through referrals and manual outreach, carried out by senior staff in between client projects.

// The situation

A TYPICAL CHALLENGE

In a firm like this, new business often depends on whoever has a spare afternoon. Outreach happens in bursts, follow-ups get missed when client work is busy, and it is hard to see which approaches are worth repeating.

// The example

WHAT WE COULD BUILD

Lead

Pipeline Agent

Would coordinate the early stages of new business, from choosing which organisations to approach to preparing for a first call, and hand each step to the agents below.

  • Research Agent

    Could research organisations that match your criteria and suggest who to contact.

  • Outreach Agent

    Could draft personalised first messages in the firm's voice for a person to review and send.

  • Follow-up Agent

    Could keep track of open conversations and remind the right person when a reply is due.

  • Reporting Agent

    Could summarise outreach activity and replies so the team can see what has been done.

// In practice

HOW IT COULD HELP

An assistant like this could handle the research, drafting and record-keeping behind outreach, leaving your people to decide who to contact and to have the conversations. This is an illustration, not a result we have delivered. What a system would do for your business depends on your tools, your data and how you work, and we would scope that with you before building anything.

DESCRIBE YOUR AGENT.
WE'LL BUILD IT.

Email us about the job that takes up your team's time. We'll talk through what could be automated and what we would build for you.

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Email: hello@wyzeai.agency