System 01
AI business development assistant
Qualifies opportunities, prepares account briefs, drafts follow-ups, updates CRM, and flags stale next steps.
Account briefFollow-up draftCRM updateStale deal alert
AI automation for consulting firms
Protect consultant time from follow-up, intake, proposal, and reporting admin.
Deltabits builds AI operators for consulting firms that need faster business development follow-up, structured client intake, proposal support, internal knowledge search, and delivery reporting.
Why teams buy
The pain is operational before it is technical.
AI only creates value when it connects to the work your team repeats every day: intake, follow-up, CRM, documents, routing, approvals, and reporting.
Partners and consultants spend too much time on low-leverage follow-up.
Discovery notes, client context, and proposal inputs are scattered.
Internal knowledge is hard to reuse across projects.
Project status and risk reporting require manual chasing.
AI operators
Systems Deltabits can build first.
System 02
AI proposal support operator
Collects discovery context, searches prior material, drafts outlines, and creates task lists for proposal owners.
Discovery summaryPrior work searchProposal outlineOwner tasks
System 03
AI project reporting analyst
Summarizes project activity, risks, blockers, decisions, and next steps from delivery tools and meeting notes.
Project statusRisk summaryDecision logExec brief
Common tools
Built around the stack your team already uses.
HubSpotSalesforcePipedriveNotionGoogle DriveSharePointSlackTeamsAsanaMonday
Questions
Common questions from consulting firms.
Can AI reuse prior consulting materials safely?
Yes, if access boundaries, client confidentiality rules, and approval steps are designed before the knowledge system is used in production.
Can it help with proposals?
Yes. The strongest first workflow is proposal support: gathering context, finding reusable material, drafting outlines, and creating owner tasks for human review.
Can it create weekly project reports?
Yes. It can pull from approved project tools, notes, documents, and CRM records to draft reports that a project lead reviews before sending.
Start with the B2B AI Workflow Audit
Find where your firm is leaking leads, time, and margin.
Get a workflow map, ROI ranking, security plan, and 30-day first-build roadmap before committing to implementation.