For Consultancies
Cloodo Growth for consultancies
Consulting sales usually move slower and depend more on judgment than a typical SaaS funnel. Cloodo Growth's agents still do the repeatable work — researching a lead's company, drafting a first response, keeping the pipeline current — while your team keeps full control over pacing and every message that goes out.
Get your free AI Funnel AuditBuilt for a slower, judgment-led sales process
Approval queues matter more for consulting work than for high-volume SaaS follow-up. Every sequence can be set to require a human to approve each message before it sends.
| Step | Default for consultancies |
|---|---|
| Research and scoring | Automatic, with a reason you can read |
| First-response drafting | Automatic draft, manual send |
| Pipeline and proposal tracking | WorkSuite CRM, updated as you work |
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FAQ
How does scoring work for consulting leads, not just product leads?
The agent researches the lead's company and the problem they described, scores how well it matches the kind of engagement you take on, and explains the reasoning so you can judge fit beyond a simple form submission.
Can follow-up stay manual-approval only?
Yes. Netbase can set every message to draft for your approval rather than auto-send, which fits a slower, more relationship-driven sales process.
Does it help turn an enquiry into a signed proposal?
Proposals and invoices use the WorkSuite tools already in the Workspace, so a lead can move from first enquiry to signed proposal without switching systems.
What do we see reported for a consultancy?
We report on lead-to-meeting rate, response time and sales cycle length, which matter for a consultancy's longer, advice-led sales process as much as raw lead volume.