Fullspan for consultancies
Fullspan is an AI account manager for consultancies. It keeps every client and target researched, spots developments that fit your practice areas, and drafts the proposal or follow-up for a partner to send.
Consulting work is relationship work. The next engagement usually comes from a client you already know, or a contact who has moved to a new firm. Fullspan keeps those relationships warm and turns what it hears into the next engagement.
What Fullspan does for a consultancy
It researches each client and target: the business, the people, your past engagements and what has changed since. It watches for developments that fit your practice areas, such as new leadership, funding, expansion or a strategy announced in the press, and drafts the approach, the follow-up or the proposal.
- Every client and target researched and kept current from your meetings, email and the news.
- Developments that fit your practice areas, flagged with the reason.
- Contacts who have moved to new firms, surfaced as a reason to reconnect.
- Proposals, meeting briefs, check-ins and contact reports drafted for a partner to review.
Partners stay in charge
Fullspan drafts and a person reviews and sends. Rules set in plain English, such as a minimum fee or a client it must not contact before their board meets, cannot be broken. Anything about price, scope or delivery always comes to you.
Built around meetings
It reads the meeting recordings and notes you connect, so a remark in a monthly review, such as a client mentioning they are opening a new office in the spring, becomes a drafted proposal rather than something nobody followed up.
Works in your existing tools
Email, calendar, meeting recordings, documents and voice notes, with WhatsApp as the way it talks to your team. Nothing for your clients to install.
How to start
Enter your firm's domain. Fullspan researches your business, practice areas and clients before you create an account.
Related
Questions
How is this different from a CRM?
A CRM waits for you to fill it in and decide what to do. Fullspan keeps the record current from your meetings, email and the news, then does the work: proposals, check-ins, contact reports and meeting briefs.
Does it replace our existing tools?
No. It works inside the email, calendar and meeting tools you already use. Nothing for your clients to install.
Will it sound like a bot?
No. It learns how your team writes and keeps every draft short, specific and about the recipient's business.
See what Fullspan finds about your business
Start with your business domain. Research begins before you create an account.