AI Virtual AssistantsManagement Consulting

AI Virtual Assistant for a Consulting Firm

Deployed an AI-trained virtual assistant that manages scheduling, email triage, research, and client communications for a busy consulting team.

AI Virtual Assistant for a Consulting Firm

Client Industry

Management Consulting

The Problem

Partners were spending 15+ hours per week on administrative tasks: scheduling meetings, triaging emails, preparing briefing docs, and managing client follow-ups. This was taking away from billable client work.

The Goal

Free up at least 12 hours per week per partner by delegating administrative and research tasks to an AI-enhanced virtual assistant.

Our Solution

How We Built It

We provided a dedicated AI-trained virtual assistant equipped with custom workflows for email triage, calendar management, meeting prep, and client follow-ups. The assistant uses AI tools to draft responses, summarize documents, research prospects, and prepare briefing materials. Everything integrates with the firm's existing tools.

Technologies Used

OpenAIGoogle WorkspaceCalendlyNotionSlackZapier

Results

Measurable Impact

18+

Hours Saved Per Week

< 30 min

Email Response Time

-75%

Meeting Prep Time

+22%

Client Satisfaction

Reclaiming 18 hours a week for what actually moves the business forward.

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