AI Agent for Consultants: Automate Client Qualification and Booking
Automate client onboarding and capture lead details. Present personalized consultation schedules and qualify prospects using an AI agent based on their needs.
Deploy your Consultant Double
Trusted by professionals across the world
Let your AI agent manage prospect screening while you close deals
Regardless of client volume, every inquiry becomes a qualified conversation. Your AI agent processes each message, capturing key details and qualifying prospects based on their consulting needs, and moves interested prospects forward without manual intervention for the Consultant to book consultations.
End the Qualification Grind
Your Double delivers personalized responses to client inquiries, qualifying prospects and routing serious buyers to your calendar.
Fill Your Consultation Calendar
Qualified prospects book consultations automatically, while your Double re-engages past clients and follows up with new leads.
What your Consultant Double Agent can do
From live conversations to system-level actions, your Double covers the full spectrum of consultant interactions.
Live Client Conversations
Engages visitors in real-time, answers questions about services, and handles discovery conversations.
Real-time Q&A about consulting services
Qualification and discovery conversations
Lead capture and routing
Prospect Qualification
Asks structured questions, captures intent signals, and routes qualified opportunities.
Structured qualification questions
Intent signal capture
Opportunity routing and prioritization
Interactive Presentations
Presents consulting services, case studies, and success stories during conversations.
Contextual service presentations
Interactive case studies
Guided success story explanations
System Updates
Updates your CRM, contacts, and workflows automatically after every conversation.
CRM contact and deal updates
Automated email follow-ups
Workflow triggers across connected tools
Follow-up and Check-ins
Sends follow-up emails, check-ins, and re-engagement messages automatically.
Post-consultation follow-ups
Check-in sequences
Re-engagement messages for inactive leads
Your Double handles client engagement, qualification, and follow-up, so you can focus on delivering exceptional consulting services and growing your business.
Qualify Prospects Before Your First Call
Your Double asks structured questions, captures intent signals, and routes qualified opportunities, so you only spend time on serious buyers.
Fill Your Consultation Calendar Automatically
Qualified prospects book consultations directly, while your Double re-engages past clients and follows up with new leads.
Enhance Client Experience with Personalized Engagement
Your Double delivers personalized responses to client inquiries, qualifying prospects and routing serious buyers to your calendar.
Reduce Time Spent on Repetitive Conversations
Your Double automates client onboarding, consultation scheduling, and follow-up check-ins, so you focus on high-value client work.
How it works
Deploy your consultant agent in minutes. Upload your service descriptions, map your sales flow, and let your Double start qualifying prospects.
STEP 1
Create your Consultant agent
Sign up and build your AI agent from scratch or import your LinkedIn profile to generate it instantly.
STEP 2
Set your consultant voice and style
Choose the voice your Double speaks in and set the tone, personality, and conversational style so it sounds like you in every interaction.
STEP 3
Add service descriptions and set up workflows
Upload your consulting services, pricing, and case studies. Configure qualification rules, demo flows, and follow-up sequences.
STEP 4
Go live and share
Your agent is live and ready. Share the link, embed it on your site, or send it directly to prospects.
Email Signatures
Short URL for Socials
Meeting Backgrounds
Branded QR Codes
Consultant Agent Features
Everything you need to build, train, and scale your AI twin in one platform.
Identity-driven conversations
Your Double reflects your voice, positioning, and expertise in every interaction.
Knowledge base training
Train your Double using service descriptions, case studies, and strategic content.
Interactive presentations
Run demos, decks, and walkthroughs inside conversations.
Agentic system actions
Trigger CRM updates, emails, and workflows after every conversation.
Conversation memory
Your Double remembers previous interactions and builds on them.
Workflow automation
Chain multi-step processes from pitch to follow-up automatically.
Lead capture workflows
Capture contact details, goals, and qualification signals during every conversation.
Booking automation
Qualified prospects book meetings without friction or manual scheduling.
Connects to your existing stack
Your Double works with the tools you already use, syncing data and triggering actions across your workflow.
Gmail
Google Sheets
Calender
Hubspot
Calendly
Salesforce
Zoho CRM
Pre-Built AI Agent Templates for Consultants
Start with a ready-made agent template and customize it to your workflow in minutes.
Consulting Services Template
Presents your consulting services, case studies, and success stories during conversations.
Client Acquisition Template
Qualifies prospects, captures contact details, and routes qualified opportunities.
Advisory Services Template
Provides personalized advice, guidance, and support during conversations.
Professional Services Template
Offers a range of professional services, including consulting, coaching, and training.
Individuals and Teams love us alike
From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Frequently asked questions
Common questions consultants ask before deploying their Double.
How does the Double learn about my consulting services?
You feed it everything a prospect would ask about: service descriptions, case studies, and strategic content. It uses that material to hold informed conversations about your offerings.
Can it present my services to prospects?
Yes. Your Double walks prospects through your consulting services, case studies, and success stories during conversations.
What tools does it connect with?
Double connects with CRM, email, and workflow tools. It triggers updates, follow-ups, and scheduling automatically.
Is it hard to set up?
Setup is fast. Most consultants add their service descriptions, connect their calendar, and have their Double live on their site the same day.
Can I control what it says about my services?
Governance controls let you define boundaries around service descriptions, guarantees, and sensitive topics.
Will it sound like me?
You shape the tone, the energy, and the language boundaries. If you are professional and consultative in your interactions, your Double communicates the same way.
Launch your Consultant Double today
Deploy AI Agent for Consultants that manages client engagement, qualification, and booking, so you can focus on delivering exceptional consulting services.
