You don't sell twenty things.
You sell the first two.
Twenty production automation workflows for consulting firms — every inbound inquiry scored before a partner opens the inbox, every proposal followed up without depending on memory, and the firm's own expertise reused instead of buried after one engagement.
No pitch. No pressure. Just a clear picture of where you stand.
You already know the problems. You just haven’t found the system that fixes them.
We go through a step-by-step consultation of your business, clearly define the problems, and provide viable solutions you can choose from.
- An inbound inquiry lands after hours and looks identical to eleven newsletter replies by Monday morning
- A proposal goes out, and follow-up depends entirely on whether the partner who sent it remembers to chase it
- Every engagement produces real IP — a framework, a deck, a case study — used once and buried in a shared drive
- New business is almost entirely referral-driven, so it stops the moment the partners get busy delivering
- A discovery call closes or doesn't depending on who happened to run it, with no way to coach the difference
- Renewal risk on a retained client is discovered at the renewal conversation, not before it
Strip away the tech talk, and it comes down to three things.
Strip away the tech talk, and every partner wants the same three things.
The workflows that matter most for consulting firms.
Sixty seconds each on what they actually do.
Workflow Problem — A lead that arrives on a Friday night looks identical to every other unread email by Monday.
Workflow Solution — Scores it 1-100 before anyone has read it, and alerts sales the moment one is worth calling tonight.
Workflow Problem — Nobody decides which leads deserve a call at four o'clock on a Friday, so in practice nobody decides at all.
Workflow Solution — Scores every lead into your CRM with the decision already made: a call booked, or a proper welcome.
Workflow Problem — The ninety seconds before a call when you realise you know nothing about the company you are meeting.
Workflow Solution — Reads your calendar every morning, researches each company, and emails you a written briefing before the call.
Workflow Problem — Sales coaching runs on somebody's memory of a call they half-listened to.
Workflow Solution — Scores the transcript across six categories and logs it, so coaching becomes something you can point at.
Workflow Problem — You publish something good once, and a week later it is buried on page four.
Workflow Solution — Reads new content and proposes the angles that turn it into a newsletter, a set of posts and a talk.
Workflow Problem — The newsletter is the one piece of content with a deadline attached, and it is always the one that slips.
Workflow Solution — Researches the topic, writes it with every claim cited, and leaves it in your drafts to approve.
Workflow Problem — The fifth follow-up is the easiest thing in the day to skip, and it is usually the one that closes.
Workflow Solution — Verifies each new lead, sends a personal first email, follows up as many as four times, and drafts the replies for you to approve.
Each one is connected to your systems, tuned to how you work, and run for you — you are hiring the outcome, not the software. See all 20 workflows →
The Partner's Guide to Protecting the Pipeline You Already Have
Which automations actually stop a consulting firm from losing business it already earned, the order to do them in, and what still depends on the partners.
Growth Calculator
Work backwards from your revenue goal to the new clients, calls, leads and ad spend it takes each month.
I’m not consulting on your frameworks. I’m consulting on business.
I have never owned a consulting firm. What I have done for thirty years is buy this kind of advice, inside every company I have run — and I can tell you which of it changed a number and which produced a deck nobody reopened.
I’m Brian Summers, Chairman of The Summers Organization — a holding company with verticals in real estate, capital, forestry and land, and philanthropy. Companies I have owned outright before that:
- A lending company — loan origination all the way through servicing
- A brokerage for crude oil sales
- A heavy highway construction company
- A marketing company
- Real estate assets, the constant across all thirty years
Then I built my own company’s entire operating system with AI — seven live domains, 320 pages, 38 databases and 68 automations, in seven weeks. Not a case study I read. The thing I run my businesses on.
The Free 45-Minute Diagnostic
- We map your operation with you — how work comes in, how it moves, where it falls through
- We tell you honestly which of the 20 workflows would actually change your numbers
- You leave with a clear picture of where time and money are going — before anything is proposed
- No pitch on the first call. No homework on your end. We come prepared.
- 45 minutes on Zoom, scheduled on the hour
Verify us at thesummersaiconsulting.com
Ready to stop losing deals in the silence after a proposal?
Book the free 45-minute diagnostic. We map how an inquiry actually moves through your firm — and where it goes quiet.
Book the Free Diagnostic