Flowbot Forge 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 10–30 hours a week on repetitive tasks

✅ Create new revenue streams powered by automation

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.

Common Use Cases We Solve

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

Why Our Clients Choose Flowbot Forge

“Flowbot helped us save over 20 hours a week in admin time—without changing how we serve clients.”

— Principal, Boutique Investment Advisory

“The automation systems Erica and the team built helped us double our pipeline without adding salespeople.”

— Founder, Fractional CFO Firm

Ready to Elevate Your Consultancy?

Let’s orchestrate support that makes your clients say, “This consultant actually gets me.