From initial inquiry to signed engagement
Stop spending unpaid hours on discovery calls. ReqMe helps business consultants automate client qualification, proposal generation, and engagement management.
As a business consultant, your most valuable asset is your expertise — not your ability to manage intake emails, write proposals, or chase invoices. Yet many consultants spend a significant portion of their week on administrative tasks that do not generate revenue. Unqualified discovery calls, lengthy proposal processes, and slow contract turnaround all reduce the time you can spend delivering value to paying clients.
ReqMe automates the client qualification and onboarding process for consulting practices. An AI assistant on your website conducts a preliminary assessment with potential clients — gathering information about their business challenges, goals, team size, revenue, and budget for consulting services. Instead of spending 30 minutes on a discovery call only to find the prospect is not a fit, you receive a detailed pre-assessment that helps you decide instantly.
When you identify a qualified lead, you can generate a consulting engagement proposal with scope, deliverables, timeline, and pricing. Send it for e-signature and collect a retainer or deposit through the same platform. Your clients get a professional, efficient experience from the first interaction, and you reclaim the hours previously spent on administrative tasks. ReqMe helps consultants serve more clients, reduce unpaid work, and run a more profitable practice.
Everything you need to automate your workflow and grow your business
AI conducts preliminary assessments gathering business challenges, goals, revenue, and team size before your first call
Generate customized consulting agreements with scope, deliverables, timelines, and payment terms
Score and rank incoming inquiries by revenue potential, urgency, and alignment with your expertise
Automate booking for strategy sessions, workshops, and follow-up meetings with calendar integration
Track project milestones, deliverables, and action items with automated client updates
Build a library of frameworks, templates, and best practices that the AI references during intake
Simple steps from inquiry to payment
Business owner describes their challenge via your widget
Gathers business context, pain points, budget, timeline
Custom engagement proposal with scope and pricing
E-signature + deposit or retainer payment
Start delivering value with clear expectations set
Business owner describes their challenge via your widget
Gathers business context, pain points, budget, timeline
Custom engagement proposal with scope and pricing
E-signature + deposit or retainer payment
Start delivering value with clear expectations set
Real results from real businesses
"ReqMe eliminated 80% of my unqualified discovery calls. Every client who books a meeting now is pre-qualified and ready to engage."
Robert Chang
Management Consultant, Chang Advisory
"The proposal generator pays for itself. What used to take me a full day now takes 20 minutes, and it looks more professional."
Patricia Howard
Strategy Partner, Apex Consulting
"My clients love how smooth the onboarding process is. From first contact to signed agreement in under 24 hours."
Mark Stevens
Operations Consultant, Stevens & Co
Yes. Our AI is trained to ask probing questions about business operations, financials, team dynamics, and strategic goals. You can customize the question flow for your specific consulting niche.
Create multiple service tiers (e.g., strategy session, monthly retainer, full transformation) with different pricing. The AI recommends the right package based on the client's needs and budget.
Yes. ReqMe includes time tracking that ties directly to client engagements. Generate invoices based on tracked time or fixed-fee arrangements.
Absolutely. You can set up intake flows for individual consulting, team workshops, and group training programs with different booking and payment structures.
ReqMe provides API access and data export options so you can connect with your CRM of choice. Keep your pipeline up to date with automated data flows.
Spend less time on admin and more time delivering value. Try ReqMe free for 30 days — no credit card required.