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Business setup · Professional services

Management consulting

Diagnostic to proposal to engagement: a client pipeline, executive workshops that bring in leads and invoices after approval.

Use in EraAll templates
modules
9
agents
3
workflows
2
sample services
3
site pages
4

What Era prepares for this business

For a consultancy helping mid-sized companies with strategy, organisation, processes and family-business governance: every opportunity moves from first meeting to diagnostic to proposal, an accepted engagement is split into phases and invoiced after approval, consultants log their days against the client, and executive breakfast seminars turn attendees into warm leads.

Modules9

  • Sales
  • Quotes
  • Team
  • Invoices
  • Events
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Proposal writer

    Drafts a phased proposal after the diagnostic for the partner to review.

  • Seminar to lead

    Turns a seminar attendee who checked in into a lead for a follow-up meeting.

  • Collections follow-up

    Chases overdue invoices politely so clients pay without the owner having to ask.

Sample services and prices3

Comes with the setup; swap in your own prices.

Strategy sprint (2 weeks)₺180,000
Process mapping workshop₺48,000
Monthly executive coaching₺36,000

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Management consultingAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Team
    • Invoices
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Proposal writerReady
    • Seminar to leadReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Management consulting

Runs on your own Claude or ChatGPT subscription, or your API key.

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