More leads
More qualified traffic and prospecting: more people enter for the same investment.
+ — per month
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Kommo CRM · Consulting
Sales engine for Consulting: how much do you lose without it?
Consulting sells high-ticket with a long cycle, and the bottleneck is the leakage between the first contact and the proposal. Leads come from referrals, LinkedIn, and events, talk once, and disappear because no one structures the weeks-long follow-up that this type of sale requires. Since each project is worth a lot, a single forgotten lead represents a significant lost revenue.
%
R$
R$
You are leaving on the table
—
per month · — per year
Where does this number come from
More leads for the same investment—
More conversion (fast response and follow-up)—
More repeat purchases from the same client—
Total per month—
Project payback—
I want this engine → Typical consulting numbers. Adjust with yours.
Everything starts from your real revenue per client, the LTV. Four numbers you already have:
Leads per month—
Conversion—
Average order value—
Purchases per client—
Your revenue today—
A structured sales engine moves three levers at the same time. Since they act on the same account, the effect does not add up: it multiplies.
More conversion
Response in minutes, follow-up that doesn't fail, and AI answering after hours.
+ — per month
More repeat purchases
Relationship and base reactivation: the same client buying again.
+ — per month
Revenue today—
With the engine—
What is on the table—
The size of each step depends on where you are starting from: those who already use a good CRM with AI have less to gain (20% per lever) than those who don't use any CRM yet (30%). That is why the calculator asks for your current situation, and it is the only place where an estimate is entered.
01What we believe
The MMV Method applied to Consulting
The MMV Method installs a process in a sales cycle that currently lives in the consultant's head. Each lead enters Kommo with source, stage, and scheduled next step, and long follow-up becomes a cadence that forgets no one. Prioritization follows project potential and stage, data, not the intuition of who is hottest.
02The stack we build
The right tools, integrated.
Kommo CRM
Structures consulting leads and opportunities in a long-cycle pipeline, with stage, project potential, and next step for each negotiation.
N8N
Integrates LinkedIn, form, and WhatsApp to Kommo and automates follow-up reminders, material sending, and the transition from approved proposal to project.
OpenClaw
AI agent performs the first service 24/7, qualifies size and maturity of the problem, and schedules the diagnostic meeting with the consultant.
Claude Code
Builds the integrations, N8N nutrition flows, and agent prompts, calibrating to the consultative sales process and the business's real ticket.
03The funnel
Outbound + inbound, with a qualifying form.
Outbound
Active and personalized prospecting of target accounts on LinkedIn and by email, segmented by sector and the strategic pain the consulting solves.
Inbound
Authority content (articles, cases, webinars) attracts the decision-maker, who is captured and nurtured throughout the cycle until ready for the meeting.
Tracked form
Tracked diagnostic form qualifies size, challenge, and urgency, giving the consultant context for a high-value strategic conversation.
04Service + commercial process
The lead receives a quick first contact by the agent and the diagnostic meeting is scheduled, with structured follow-up over weeks until the decision. High-ticket negotiation remains with the consultant in calls and meetings, and each opportunity has a next step registered so none cool down in the middle of the cycle.
05Visibility (SEO · AEO · GEO)
Targets searches like 'CRM for consulting' and 'how to structure consulting commercial process' with answer-first content about consultative sales and long-cycle follow-up, becoming eligible for AI citation when consultants seek commercial predictability.
Frequently asked questions, Consulting
Why does a consulting firm need a CRM if it sells by referral?
Because referral fills the top of the funnel, but doesn't close on its own. Consulting has a long cycle and the lead disappears without structured follow-up. Kommo registers each opportunity with stage and next step, ensuring the negotiation advances. Since each project is worth a lot, losing a lead due to forgetfulness is high revenue evaporating.
How does CRM help in high-ticket and long-cycle sales?
It transforms the long cycle into cadence. Each lead has a stage, the right material at the right time, and follow-up reminders that last for weeks without depending on the consultant's memory. Automation takes care of nurturing and the consultant enters strategic meetings with the lead warmed up and all the account context in hand.
Does the AI agent depersonalize a consultative sale?
No, because it acts only as the first filter. OpenClaw responds 24/7, qualifies size and maturity of the problem, and schedules the meeting, but the diagnosis and negotiation remain with the consultant. AI ensures that no lead goes unanswered and frees the specialist to focus where the high-value sale is decided.