DeskFerry

By Industry

Consulting

Deliver More, Admin Less

Your AI assistant prepares client briefs, tracks deliverables, manages follow-ups, and drafts proposals — so consultants spend time on billable work, not overhead.

The challenge

Consultants Bill for Expertise, Not Admin

01
Client meeting prep takes 30+ minutes per meeting — across 10+ client meetings weekly
02
Proposal and SOW drafting is repetitive but requires attention to detail
03
Deliverable tracking across multiple clients is complex and error-prone
04
Business development follow-ups compete with client delivery for your time
05
Status reports to clients are manual, inconsistent, and eat into billable hours

What you get

AI for Consulting Professionals

Client Prep Briefs

Automatic briefing docs before every client meeting — project status, open items, recent communications, and talking points.

Deliverable Tracking

Track all client deliverables, milestones, and deadlines across your portfolio with proactive alerts.

Proposal Assistance

Draft proposals and SOWs using your templates, past projects, and client-specific context.

BD Follow-ups

Automated follow-ups with prospects and past clients — keeping your pipeline active without taking time from delivery.

Getting Started

How It Works for Consultants

01
Connect Your Tools
Link email, calendar, project management, and proposal tools. Personal AI Assistant works with the tools consultants already use.
02
Set Up Clients
Define client projects, deliverables, and communication preferences. Personal AI Assistant organizes everything by engagement.
03
Maximize Billable Time
Personal AI Assistant handles prep, tracking, and follow-ups while you focus on delivering value to clients.

FAQ

Frequently Asked Questions

Yes. Personal AI Assistant organizes your work by client and engagement, tracking deliverables, communications, and deadlines separately for each. Switch between clients seamlessly with full context.

Personal AI Assistant uses your proposal templates and past projects as a foundation, then personalizes with client-specific information, scope details, and pricing. You review and refine before sending.

Personal AI Assistant logs activities (emails, meetings, document work) by client throughout the day, making it easy to capture all billable time for accurate invoicing.

Yes. Personal AI Assistant tracks BD conversations, schedules follow-ups with prospects, and drafts outreach messages — keeping your pipeline active while you're focused on current client work.

Ready to Get Started?

Join the waitlist and be the first to try your Personal AI Assistant.

Join Waitlist

Power your workflows with 1,500+ app integrations. Connect your email, calendar, CRM, and more — no code required.

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