Professional Services
AI Automation for Professional Services Firms
Consultants, agencies, and service firms lose billable hours to proposals, CRM updates, and internal admin. Insolla automates the busywork so your team can focus on client work that drives revenue.
Common challenges we solve
Proposal and SOW generation
Each proposal is built from scratch or copy-pasted from old ones — slow, inconsistent, and error-prone.
CRM data entry
Consultants spend hours logging meeting notes, updating deal stages, and syncing contact data.
Client follow-up gaps
Follow-ups fall through the cracks because they depend on individual memory instead of systems.
Manual reporting
Pulling weekly utilization, pipeline, and revenue reports requires data from multiple tools.
How we automate it
AI-powered proposal drafting
Generate proposals from templates with auto-populated client data, pricing, and scope — review and send.
Automatic CRM sync
Meeting notes, emails, and deal updates flow into your CRM without manual entry.
Automated follow-up sequences
Trigger personalized follow-ups based on client activity, deal stage, and engagement signals.
Real-time dashboards
Utilization, pipeline, and revenue data from all your tools in one automated dashboard.
Results in professional services
Consultants spent 10+ hrs/week on proposal generation and CRM updates
AI agent drafts proposals and syncs CRM automatically
Common questions
How long does a typical engagement take?+
Most projects go from assessment to live automation in 4-8 weeks. Quick wins (like simple workflow automations) can ship in as few as 5 business days.
Do I need to replace my existing tools?+
No. We integrate with the tools you already use — HubSpot, Slack, Gmail, Notion, Airtable, spreadsheets, and more. Our automations connect your stack, not replace it.
How do you measure ROI?+
Every engagement starts with baseline metrics — hours spent, error rates, throughput. We track improvements against those baselines so you see real, measurable impact.
Do you offer ongoing support after deployment?+
Yes. We offer maintenance plans that include monitoring, updates, and optimization as your business evolves. Automations aren't set-and-forget — we make sure they keep delivering.