Sensai
Real-time AI coaching platform that adapts to team dynamics — improving alignment, decision-making speed, and engagement scores.
27%
Faster Execution
12 Weeks
Time to market
Pre-built ai + custom
Project type
AI FOR PROFESSIONAL
SERVICES THAT WINS MORE CLIENTS, AUTOMATES DELIVERY, AND SCALES YOUR FIRM
Isometrik AI empowers consulting, accounting, marketing, and professional services firms with intelligent automation for client acquisition, project delivery, client communication, and operational efficiency—without adding expensive senior staff. Deploy in 12-16 weeks and increase billable utilization by 40%.
The Growth Constraints Facing Professional Services Firms
Professional services firms face a universal challenge: revenue is directly tied to billable hours, but growth requires both winning new clients and delivering excellent work. Manual business development, administrative overhead, and project coordination consume billable time—limiting growth and profitability.
Your AI Professional Services Team
Isometrik AI provides specialized agents for professional services: automated client prospecting and outreach, proposal and RFP assistance, client communication and project updates, document generation, and operational automation—all designed to increase billable utilization, win more clients, and scale profitably.
AI-Powered Client Acquisition
AI Prospect Finder + AI SDR Team identify ideal clients (companies matching your target profile, experiencing trigger events, showing buying signals), execute personalized multi-touch outreach campAIgns, nurture leads through sales cycle, and book discovery calls. Win 3x more clients without adding BD headcount.
Automated Client Communication & Project Updates
Conversational AI handles routine client inquiries, provides project status updates, schedules meetings, sends deliverable notifications, and manages feedback collection. Clients stay informed and engaged—while your team focuses on high-value strategic work.
Intelligent Proposal & RFP Automation
AI Agent Builder assists with proposal generation: extracts RFP requirements, pulls relevant case studies and capabilities from knowledge base, drafts proposal sections in your firm's style, ensures consistency across responses. Reduce proposal time from 20+ hours to 4-6 hours—freeing partners for strategic pursuits.
Document Generation & Content Creation
AI Marketing Automation + AI Agent Builder generate client deliverables, reports, presentations, blog posts, social media content, and marketing materials. MAIntAIns quality and brand consistency while dramatically reducing production time. Scale content output 10x without hiring writers.
AI-Powered Client Acquisition
AI Prospect Finder + AI SDR Team identify ideal clients (companies matching your target profile, experiencing trigger events, showing buying signals), execute personalized multi-touch outreach campAIgns, nurture leads through sales cycle, and book discovery calls. Win 3x more clients without adding BD headcount.
Automated Client Communication & Project Updates
Conversational AI handles routine client inquiries, provides project status updates, schedules meetings, sends deliverable notifications, and manages feedback collection. Clients stay informed and engaged—while your team focuses on high-value strategic work.
Intelligent Proposal & RFP Automation
AI Agent Builder assists with proposal generation: extracts RFP requirements, pulls relevant case studies and capabilities from knowledge base, drafts proposal sections in your firm's style, ensures consistency across responses. Reduce proposal time from 20+ hours to 4-6 hours—freeing partners for strategic pursuits.
Document Generation & Content Creation
AI Marketing Automation + AI Agent Builder generate client deliverables, reports, presentations, blog posts, social media content, and marketing materials. MAIntAIns quality and brand consistency while dramatically reducing production time. Scale content output 10x without hiring writers.
Professional Services AI Features
Automate business development, streamline delivery, and scale profitably—without proportional headcount increases.
Target Client Identification & Research
AI identifies companies matching your ideal client profile: industry, company size, growth signals, technology stack. Enriches with decision-maker contacts, company news, and buying signals. Builds qualified pipeline automatically.
Personalized Multi-Touch Outreach
Execute email and LinkedIn campaigns to prospective clients. Personalized messaging references company-specific challenges, recent news, industry trends. Multi-touch sequences (5-7 touches) nurture leads through consideration.
RFP & Proposal Response Automation
AI assists with proposal generation: analyzes RFP requirements, pulls relevant case studies and team bios, drafts methodology and approach sections, generates project timelines and pricing structures.
Client Onboarding Automation
Automated client onboarding workflows: collects necessary information, schedules kickoff meetings, distributes engagement letters and contracts, sets up project communication channels. New clients onboarded in days—not weeks.
Project Status Updates & Client Communication
AI sends regular project status updates to clients: milestones achieved, work in progress, upcoming deliverables, blockers or issues. Answers routine client questions without consuming senior staff time.
Meeting Scheduling & Coordination
AI handles meeting logistics: checks team availability, proposes time slots to clients, sends calendar invites, manages rescheduling, sends pre-meeting agendas and reminders. Saves 5-10 hours/week per senior consultant.
Document & Report Generation
AI generates client deliverables: strategy documents, analysis reports, recommendations decks, executive summaries. Uses your firm's templates and past work examples. Reduces deliverable creation time by 60%.
Content Marketing Automation
AI creates thought leadership content: blog posts on industry trends, LinkedIn articles, whitepapers, case studies, social media posts. Generates 10x more content—establishing authority without dedicating staff.
Client Satisfaction & Feedback Collection
Automated post-project surveys and NPS tracking. AI collects client feedback at key milestones, identifies satisfaction issues early, and generates testimonials and case studies from successful projects.
CRM & Project Management Integration
Seamless integration with Salesforce, HubSpot, Monday.com, Asana, ClickUp. AI agents log all client interactions, update opportunity stages, create project tasks, and maintain complete activity history.
Ready to Increase Billable Utilization by 40% with AI?
Join professional services firms already using Isometrik AI to automate business development, streamline delivery, and scale profitably—without proportional headcount increases.
Real Results from Real Businesses
Each agent is a complete, production-ready solution that's been tested and refined across multiple client deployments.
XQtiv
Intelligent recruitment platform with AI-driven Role Suitability Templates — streamlining candidate screening, evaluations, and faster hiring decisions.
70%
Screening Time Reduced
12 Weeks
Time to market
Pre- Built ai
Project type
zAin
AI-powered conversational concierge that simplifies access to food ordering, grocery shopping, home services, and retail purchases through natural language, optimized for the UAE market
78%
Service Discovery Efficiency
16 Weeks
Time to market
Pre-built ai + custom
Project type
From Consultation to Deployment in 12-16 Weeks
01
Firm Analysis & Strategy Session
(Week 1-2)
Leadership team (managing partners, BD leaders, operations) meets with our professional services AI specialists. We assess your target client profile, current BD process, proposal workflows, delivery methodologies, and technology stack. Identify high-impact automation opportunities aligned with growth goals.
02
AI Agent Configuration & Training
(Week 3-8)
Our team builds your professional services AI: configure client prospecting criteria and outreach messaging, customize proposal/RFP templates and knowledge base, set up client communication workflows and project update templates, integrate with CRM and project management tools. TrAIn AI on your firm's voice, methodologies, and deliverable templates.
03
Pilot Deployment & Refinement
(Week 9-12)
Launch pilot: AI executes BD outreach campAIgn for one service line, assists with 2-3 proposals, handles client communication for pilot projects. Monitor lead quality, proposal win rate, client satisfaction. Refine messaging, workflows, and templates based on performance.
04
Full Deployment & Scaling
(Week 13-16)
Roll out across all service lines and client accounts. AI handles BD prospecting, proposal assistance, client communication, and content generation—continuously. Monthly reviews with success manager to optimize campAIgns, add new capabilities, measure utilization and revenue impact.
Why Professional Services Firms Choose Isometrik AI
Complete Services Firm Solution, Not Single-Point Tools
Most AI tools handle ONE thing (proposals OR chatbots OR marketing). Isometrik provides complete firm automation: client acquisition (prospecting, outreach) → sales (proposal assistance) → delivery (client communication, document generation) → marketing (content creation). One platform, complete professional services system.
Trained on YOUR Firm's Expertise & Methodologies
AI learns your firm's unique approach during onboarding: service methodologies, past proposals and case studies, deliverable templates, brand voice and messaging. Generated content sounds authentically like YOUR firm—not generic consulting speak. Maintains competitive differentiation.
Increases Billable Utilization, Not Just Cuts Costs
While AI reduces administrative overhead, the REAL value is increased billable hours: partners and senior consultants spend more time on client work (not BD and admin), deliver more projects with same team, and improve project profitability. Our success metrics align with YOUR revenue goals.
Scales Firm Growth Without Proportional Headcount
Traditional professional services scaling requires hiring senior people at $100K-$200K+ each. Isometrik AI enables 20-40% more project capacity with existing team—delaying expensive senior hires. Growth with margin improvement—not margin compression.
Seamlessly Integrates with Your Professional Services Tech Stack
CRM Platforms
SalesforceHubSpotPipedriveZoho CRM
Project Management
Monday.comAsanaClickUpWrikeSmartsheetMicrosoft Project
Proposal Software
PandadocProposifyQwilrBetterProposals
Communication
SlackMicrosoft TeamsZoomGoogle Meet
Latest Blogs
Frequently Asked Questions
Find quick answers to the most common questions we receive
Scale Your Professional Services Firm with AI Without Adding Senior Headcount
Join consulting, accounting, marketing, and professional services firms already using Isometrik AI to win more clients, increase billable utilization, and grow profitably.
Deploy in 12-16 weeks. Works with your CRM and project management tools. Measurable ROI in 90 days.
- •Free 30-minute strategy session
- •No commitment
- •ntegrates with your tools
- •SOC2 & GDPR Compliant