Streamline Your Consulting Practice
From initial inquiry to signed engagement
Stop spending unpaid hours on discovery calls. ReqMe helps business consultants automate client qualification, proposal generation, and engagement management.
How ReqMe Helps Business Consultants
As a business consultant, your most valuable asset is your expertise — not your ability to manage intake emails, write proposals, or chase invoices. Yet many consultants spend a significant portion of their week on administrative tasks that do not generate revenue. Unqualified discovery calls, lengthy proposal processes, and slow contract turnaround all reduce the time you can spend delivering value to paying clients.
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ReqMe automates the client qualification and onboarding process for consulting practices. An AI assistant on your website conducts a preliminary assessment with potential clients — gathering information about their business challenges, goals, team size, revenue, and budget for consulting services. Instead of spending 30 minutes on a discovery call only to find the prospect is not a fit, you receive a detailed pre-assessment that helps you decide instantly.
When you identify a qualified lead, you can generate a consulting engagement proposal with scope, deliverables, timeline, and pricing. Send it for e-signature and collect payment online through the payment provider you've connected. Your clients get a professional, efficient experience from the first interaction, and you reclaim the hours previously spent on administrative tasks. ReqMe helps consultants serve more clients, reduce unpaid work, and run a more profitable practice.
Built Specifically for Business Consulting Services
Everything you need to automate your workflow and grow your business
Discovery Automation
AI conducts preliminary assessments gathering business challenges, goals, revenue, and team size before your first call
Engagement Templates
Generate customized consulting agreements with scope, deliverables, timelines, and payment terms
Lead Qualification
The AI qualifies inquiries so you can prioritise the best-fit clients
Group & Workshop Intake
Create separate intake flows for individual consulting, workshops, and group programs
Deliverables
Track and share deliverables with clients through the portal
Knowledge Base
Build a library of frameworks, templates, and best practices that the AI references during intake
How It Works
Simple steps from inquiry to payment
Client Submits Inquiry
Business owner describes their challenge via your widget
AI Pre-Assessment
Gathers business context, pain points, budget, timeline
Proposal Generated
Custom engagement proposal with scope and pricing
Agreement Signed
E-signature + secure online payment
Engagement Begins
Start delivering value with clear expectations set
Everything You Need to Win More Clients
From first inquiry to paid client — handled automatically.
Skip unqualified calls
The AI pre-assesses each inquiry so you only take discovery calls worth your time.
Faster engagements
Generate engagement proposals and send them for e-signature in one flow.
Get paid online
Clients pay online through the provider you've connected.
Frequently Asked Questions
Can the AI understand complex business challenges?
Yes. It asks probing questions about operations, goals and constraints, and you can customize the flow for your niche.
How do I handle different consulting packages?
Create multiple tiers (strategy session, retainer, full engagement) with different pricing; the AI recommends the right fit.
How do I invoice clients?
ReqMe generates invoices for your engagements — fixed-fee or per project — and clients pay securely online through the payment provider you've connected.
Does it work for workshops or group programs?
Yes. Create separate intake flows for individual consulting, workshops and group programs, each with its own questions and pricing.
Can the AI use my consulting materials?
Yes. Add your documents and links to the public assistant's knowledge.
Ready to Streamline Your Consulting Practice?
Spend less time on admin and more time delivering value. Try ReqMe free for 30 days — no credit card required.
