DEVFUNNELS / Consultants

Automation for consultants

Keep projects moving without becoming your own full-time administrator.

Turn enquiries, proposals and project handovers into a clear process. DevFunnels connects the tools behind your consulting business so your expertise stays at the centre of the work.

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Consultants / IN MOTION

The next step,
made visible.

Explore a proposed workflow for your business. The tools, permissions and handovers are agreed before anything goes live.

DEVFUNNELS / SYSTEM IN MOTIONIllustrative

The right action, with a clear handover.

Example only · no live client data

EXAMPLE WORKFLOWS

A clearer path from enquiry to delivery

Qualify and route enquiries

Collect the information you need before a discovery call, record the source and create a next action. You decide who is a good fit.

Follow up on proposals

Track when a proposal is sent and prompt a relevant follow-up. Stop reminders when the prospect responds, accepts or declines. Commercial terms and commitments remain yours to approve.

Start projects with the right information

After you confirm an engagement, request the brief, create agreed project tasks and organise the handover. Flag missing information before it delays delivery.

These are proposed workflow examples. The build, timing and integrations are agreed around your business.

Your tools.
A connected process.

We start with your CRM, proposal process, calendar and project tools. We check what can connect, how duplicate records are handled and who owns each action. A clear approval point keeps commitments and client decisions with you.

See the build and support process

What we measure

Enquiry response time
Discovery calls arranged
Proposals awaiting a response
Completed project handovers
Admin time against the baseline

We agree the baseline and reporting before launch. Results depend on your business, data and implementation.

A PRACTICAL STARTING POINT

Start with one useful workflow.

Start with one bottleneck, such as proposal follow-up or project onboarding. Agree the messages, owners and stop conditions, then test the process against a real example before launch.

You get a custom tracking system, SOPs and the opportunity to request tailored video guidance. Investment varies depending on business needs.

Read Marcus’s previous marketing client feedback

Consultants: common questions

Do I need a large team?

No. The workflow can be built around a solo consultant or a small team. We focus on a repeated task that is worth simplifying.

Will it send proposals without my approval?

Only actions you explicitly approve form part of the workflow. Pricing, scope and contractual commitments can remain manual approval steps.

Can I keep my current tools?

We check their integration options first. Any additional software, ongoing costs or limitations are explained before you commit.

BUILT FOR YOUR BUSINESS MODEL

Let’s look at your follow-up.

Tell Marcus about your team, your tools and the next step that keeps getting missed.