Personal Digital Twin for Consultants: Scale Your Advisory
Pre-qualify leads, deliver your methodology 24/7, and keep prospects educated with an AI that speaks your voice and cites your work.
Consulting Bottlenecks
- Turning away leads due to capacity
- Repeating methodology explanations
- Prospects need education before buying
- Support questions post-engagement
How a Consultant Digital Twin Helps
- Pre-qualifies leads with your frameworks
- Answers strategic FAQs with citations to your material
- Shares case studies and expected outcomes automatically
- Integrates via API/webhooks for intake flows
Technical details: API integration and RAG knowledge.
Consulting Workflows to Automate
Lead Discovery
Intake forms powered by your AI gather context, budget, and goals, then book only qualified leads.
Methodology Education
The AI explains your frameworks, shares examples, and sets expectations—cutting repetitive calls.
Proposal Q&A
Answers scope, timeline, and pricing questions with citations to your decks and past projects.
Post-Engagement Support
Handles follow-up FAQs, shares templates, and routes escalation to you on strategic items.
Revenue & Packaging Ideas
- Retainer + AI access: clients keep AI for Q&A; you focus on workshops and strategy.
- Paid discovery via AI: charge for structured discovery; AI prepares briefs before calls.
- Tiered access: AI Q&A (base), AI + monthly review, AI + quarterly workshops.
- Lead-magnet AI: free strategic FAQ that nurtures into paid retainers.
30-Day Launch Plan
- Voice + tone: record 3–5 minutes; define values and banned topics.
- Content: upload decks, frameworks, case studies, FAQs, and pricing guidelines.
- Flows: connect intake form, booking, and lead routing via API/webhooks.
- Pilot: run with 5–10 prospects; measure conversion lift and time saved.
- Scale: publish on site, add CTAs, and announce tiers.
Guardrails & Quality
- Restrict legal/financial/medical advice; escalate sensitive asks.
- Enforce citations from your materials to avoid hallucinations.
- Separate confidential client data; do not ingest without consent.
- Review logs weekly; add missing answers and refine tone.
Pricing & Packaging Ideas
Retainer + AI Access
Clients get AI access for ongoing Q&A; retainers cover bespoke work.
Paid Discovery via AI
Charge for structured discovery; AI gathers context before live sessions.
Tiered Access
Tier 1: AI Q&A; Tier 2: AI + monthly review; Tier 3: AI + workshops.
Lead Magnet AI
Use AI as a lead magnet that educates and routes qualified prospects.
FAQ for Consultants
Will this reduce my billable work?
It reduces repetitive explanation and increases qualified engagements.
Can it handle strategic questions?
Yes, when trained on your frameworks and case studies, with citations.
How do I keep it on-brand?
Add guardrails and brand voice instructions; leverage voice cloning for authenticity.
Scale Your Advisory with an AI Twin
Educate prospects, qualify leads, and deliver value 24/7 with an AI that reflects your expertise.