Proposal follow-up, scheduling and engagement management.
Consulting firms thrive on timely client engagement. Automate proposal follow-up, engagement scheduling, milestone reminders and payment collection to keep projects moving and clients confident.
Proposal follow-up forgotten, opportunities lost
Scheduling discovery calls requires multiple messages
Project milestone reminders not sent
Payment delays for consulting fees unresolved
Automatic proposal follow-up sequences on WhatsApp
Discovery call booking with consultant availability
Milestone and deliverable reminder notifications
Polite payment reminder sequences for consulting fees
Ready-made workflows that solve the specific problems of consulting firms.
Browse packages touching the Consulting Firms niche, or explore the full catalogue.
Everything Consulting Firms businesses ask before getting started.
Most automations go live within 3-7 days. We handle the entire setup, integration and testing before we hand it over to you.
No. Bobsave builds, hosts and maintains every workflow for you. You receive simple reports and dashboards - no technical skills required.
Yes. We connect to WhatsApp, email, Google Sheets, calendars and most popular business tools, and we customise integrations to your existing stack.
Individual automations start at KSh 3,500 setup plus KSh 1,500 per month, with packages offering better value for complete solutions.
We provide training, monitor the workflow, and maintain it ongoing - including updates and support whenever you need help.