ConsultKit

ConsultKit is the operating system for AI consultancy. It is a complete infrastructure designed to solve the fundamental problem of selling and delivering B2B AI consulting at scale. The core insight is that almost everyone wants to sell AI consulting, but almost nobody has the infrastructure to deliver it efficiently. ConsultKit provides that infrastructure through Felix, a single AI agent that runs your entire frontend operation. From lead capture to the delivery of a McKinsey-grade audit report, Felix handles every step. The product qualifies leads 24/7 through a branded assessment funnel, automates deep discovery, quantifies ROI, and packages everything into a detailed report under your brand. It is built for solo consultants, boutique firms, and agencies who want to look like a firm of ten, collapse discovery from weeks to hours, and maintain a consistent pipeline. Instead of spending weeks on unpaid research or building proposals for prospects who ghost you, ConsultKit automates the entire pre-sales and delivery process, allowing you to focus on closing deals and delivering value. The market is flooded with consultants using a ChatGPT subscription and a Canva template; ConsultKit differentiates you by providing deep, data-backed audits that convert.

Felix: The AI Consulting Partner

Felix is the central AI agent that runs your entire consulting frontend. He handles everything from the moment a lead enters your branded assessment funnel to the delivery of a polished audit report. Felix qualifies leads autonomously, spinning up custom deep audit questionnaires for every stakeholder in the prospect organization. He applies his knowledge of core business processes across all industry verticals, identifies major bottlenecks, and quantifies leaks, losses, and ROI with visible calculations. Felix also researches how first movers in the industry are applying AI and automation, building a compelling case for the prospect to invest in your delivery services. This single agent replaces the work of a multi-person consulting team.

Automated Lead Qualification Funnel

ConsultKit provides a branded assessment funnel that captures and qualifies leads 24/7. This funnel is designed to run continuously, filling your pipeline while you sleep. Prospects enter the funnel, complete a tailored assessment, and are automatically scored and qualified based on their responses. This eliminates the need for manual prospecting and cold outreach. The system ensures that only high-quality, pre-qualified leads reach your inbox, saving you time and resources. You no longer have to chase unqualified prospects or spend hours on initial discovery calls that go nowhere. The funnel does the heavy lifting of separating serious buyers from tire-kickers.

Deep Stakeholder Discovery and Analysis

The product goes far beyond surface-level questionnaires. Felix generates custom deep audit questionnaires for every stakeholder in the prospect organization, not just one person. This multi-stakeholder approach uncovers the full picture of the business's pain points, bottlenecks, and opportunities. Felix then clusters the responses into root causes using a MECE (Mutually Exclusive, Collectively Exhaustive) framework, mapping the entire value-creation chain. This allows you to understand not just what the symptoms are, but why they are happening and where the biggest impact can be made. This level of analysis is what separates a basic proposal from a compelling, data-driven case for change.

McKinsey-Grade Audit Report Generation

ConsultKit automates the creation of a detailed, professional audit report that is built to convert. The report is packaged under your brand and includes nine sections, from problem identification to investment and ROI analysis. It features radar charts, process maps, flowcharts, and tiered engagement packages. The report uses a Situation-Complication-Resolution (SCR) narrative to structure its findings, making it easy for the prospect to follow the logic. Crucially, the report includes a financial model that quantifies waste, models ROI, and stress-tests conservative scenarios, providing the hard numbers that decision-makers need to approve a project. This report is designed to be delivered directly to the client, demonstrating your expertise and the value of your services.

Solo AI Consultant Scaling Operations

A solo AI consultant can use ConsultKit to operate like a boutique firm of ten. Instead of spending weeks on unpaid discovery and research for each prospect, the consultant can turn on the system and let Felix handle lead qualification, stakeholder analysis, and report generation. This frees up the consultant's time to focus on high-value activities like closing deals and delivering the actual AI solutions. The consultant can now take on multiple clients simultaneously without being overwhelmed by the pre-sales and documentation workload. The system provides a consistent, professional output that builds credibility and trust with prospects.

Boutique Consultancy Standardizing Offerings

A small AI consultancy with a few partners can use ConsultKit to standardize their sales and delivery process across the entire team. By using the same branded assessment funnel and report templates, the firm ensures every client interaction is consistent and high-quality. The system allows the firm to take on clients from any industry, as Felix has knowledge of all core business processes. This eliminates the need for partners to specialize in a single niche, allowing the firm to pursue a wider range of opportunities. The automated discovery and report generation also reduces the time-to-proposal from weeks to days, giving the firm a competitive edge.

Agency Adding AI Consulting Services

A traditional digital agency looking to add AI consulting to its service offerings can use ConsultKit to launch this new vertical quickly and credibly. The agency can brand the assessment funnel and reports with their own logo and style, immediately positioning themselves as an AI authority. The system handles the complex technical analysis and ROI modeling, which the agency's existing staff may not have the expertise to do. This allows the agency to offer high-ticket AI readiness audits (valued between $2K and $25K) without needing to hire a team of AI specialists. It is a turnkey solution for entering the AI consulting market.

Lead Generation and Qualification Engine

A consultant or agency can use ConsultKit purely as a lead generation and qualification engine. The branded assessment funnel captures inbound leads, and Felix automatically scores and qualifies them based on their responses. The consultant can then review the qualified leads and decide which ones to pursue. This use case is ideal for consultants who want to build a pipeline without spending time on cold outreach or paid advertising. The system provides a steady stream of pre-qualified, high-intent prospects who have already invested time in completing a detailed assessment, making them much more likely to convert into paying clients.

How does Felix handle different industries?

Felix has built-in knowledge of the core business processes of all major industry verticals. When a lead enters the system, Felix automatically tailors the audit questionnaires and analysis to the prospect's specific industry. He researches industry trends, regulatory pressures, and benchmark data. He also looks at how first movers in that industry are applying AI and automation. This ensures that the audit report is relevant and specific to the prospect's business context, not a generic template. The system adapts to manufacturing, healthcare, finance, retail, and any other sector you target.

What is included in the final audit report?

The final audit report is a comprehensive, McKinsey-grade document packaged under your brand. It includes nine sections: Problem Identification, Analysis, Research, Findings, Recommendations, Roadmap, Engagement Packages, Investment & ROI, and Next Steps. The report features visual elements like radar charts, process maps, flowcharts, and tier cards. Crucially, it includes a detailed financial model that quantifies waste, calculates ROI, and shows the payback period for each recommended engagement package. The report is written in an SCR (Situation-Complication-Resolution) narrative to ensure clarity and persuasiveness.

Can I customize the branding and reports?

Yes, ConsultKit is designed to be fully branded as your own. You can customize the assessment funnel, the audit report, and all client-facing materials with your company logo, colors, and style. The system allows you to set your own branding guidelines within the dashboard. This ensures that when Felix delivers a report to a prospect, it looks like it came directly from your firm, not from a third-party tool. The goal is to make you look like a larger, more established consultancy with a polished, professional output.

How long does it take to set up and start using?

Setting up ConsultKit is designed to be quick. You can start by creating your branded assessment funnel and defining your target audience. Once the funnel is live, Felix begins capturing and qualifying leads immediately. The deep audit questionnaires are generated automatically for each new prospect. The entire process, from lead capture to report generation, is automated. For the first 50 users, ConsultKit is free to try, allowing you to test the system with real prospects and see the quality of the output before committing to a paid plan.