Proposal workflows
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
AI and workflow consulting for management consultancies and advisory firms
Systemise delivery, knowledge, proposals and reporting across your consulting practice.
We help management consultancies and advisory firms improve operational efficiency, CRM adoption, client communication, reporting and practical AI automation without disrupting the systems already in place.
Consultancies often rely on senior people, repeatable methods and scattered knowledge. Better systems improve leverage and consistency.
Opportunity snapshot
Faster proposals
Reusable knowledge
Consistent delivery
Better project visibility
Improved consultant leverage
Cleaner sales pipeline
Specialist services
Built around the way management consultancies and advisory firms actually operate.
Knowledge management
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Client onboarding
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Project reporting
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Delivery playbooks
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
CRM and pipeline optimisation
Practical workflow design, automation and measurement focused on commercial outcomes, not technology for its own sake.
Common bottlenecks
Where time, margin and momentum are usually lost.
Proposals rebuilt from scratch
Knowledge trapped with senior consultants
Client onboarding inconsistent
Project reporting manual
Delivery methods vary by person
Pipeline data unreliable
ROI calculator
Raeburn Management Consulting ROI Calculator
Estimate the time, cost and capacity that could potentially be released by improving manual workflows across management consultancies and advisory firms.
Potential released value
Weekly
£4,320
Monthly
£16,560
Annual
£198,720
This is an indicative estimate, not a guarantee. The review validates where the real savings, risks and quick wins are likely to be.
Discuss these numbersAI opportunity assessment
A consultative review before any technology recommendation.
The aim is to understand the operational reality first: what is repeated, what slows people down, what clients chase for, and where better process could make the biggest difference.
01Which deliverables are repeated?
02Where is knowledge stored?
03How are proposals built?
04What reporting is manual?
05How consistent is delivery across consultants?
FAQs
Straight answers for management consultancies and advisory firms.
Is this built specifically for management consultancies and advisory firms?
Yes. The messaging, audit questions, ROI assumptions and workflow examples are tailored around the operational reality of management consultancies and advisory firms.
Do we need to replace our existing systems?
Not usually. The first step is normally to improve how your current systems, processes and people work together.
What happens first?
A practical workflow review identifies the biggest bottlenecks, quick wins and the areas where automation or AI could make a measurable difference.
Start with a conversation
Book a short, practical workflow review.
No hard sell. The first step is to compare notes, identify the obvious operational friction and decide whether there is a useful business case for improving it.