Win more clients. Deliver faster. Scale your expertise.
From winning proposals and qualifying leads to delivering client work and managing relationships — NexusPersonas gives consultants an AI team that handles the business side so you can focus on the expertise side.
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Faster Proposal Writing
Yuki generates winning proposals in minutes
0
Lead Follow-Ups Missed
Mika automates the entire follow-up sequence
10hrs
Admin Saved Monthly
Aria handles inbox, scheduling, and reporting
What your AI team handles
Yuki writes compelling, tailored proposals in minutes. Brief the project, add your methodology, and get a fully formatted proposal with pricing and timeline ready to send.
Ryan researches potential clients, enriches company data, and identifies trigger events (funding, leadership change, pain points) that signal buying intent.
Hana handles inbound enquiries, qualifies the fit and budget, and books discovery calls — so you only spend time on qualified opportunities.
Give every client a branded portal with project milestones, deliverables, documents, and invoices. Sumi manages client communications and progress updates.
Sakura writes LinkedIn articles, case study content, and industry insight pieces that position you as the go-to expert in your consulting niche.
Ren tracks project revenue, invoice payments, and pipeline value. Know exactly how much you've billed, what's outstanding, and what's coming in next month.
Step-by-step guide
Define your consulting niche, service offerings, target client industries and company sizes, methodology, and average project value. This trains your AI team to speak your language and attract the right clients.
Be specific: "B2B SaaS growth strategy for $1M-$10M ARR companies" outperforms "business consulting." Specificity makes your AI content and proposals far more compelling.
Set up Hana with your consulting FAQ answers, qualification criteria (budget, timeline, company size), and your discovery call calendar. Hana handles all inbound enquiries and only books calls with qualified prospects.
Always ask Hana to collect: company name, current challenge, timeline to solve it, and budget indication. This data appears in your CRM before the call.
Create 3-5 proposal templates for your most common engagements (strategy project, implementation, retainer, workshop). Add your methodology, deliverables, and pricing structure. Yuki fills in the client-specific details for each new proposal.
Your proposal template's "Problem" section is the most important. Make it so specific that the prospect thinks "they really understand our situation."
Define your ideal client profile in Ryan. He searches for companies in your target space that show buying signals: recent funding, new leadership, fast growth, competitor wins. Prepares personalised outreach for each — you approve before sending.
Brief Sakura on your consulting insights, case studies, and opinions. She creates a content calendar with LinkedIn posts, longer articles, and blog content — positioning you as the expert in your niche. Published weekly without you writing a word.
Activate the client portal for each engagement. Clients see project milestones, deliverables (shared as files), invoices, and can send you messages. Sumi handles routine client questions and progress check-ins automatically.
Add your active projects and monthly retainers to Ren. He tracks revenue per client, invoices on your billing schedule, chases overdue payments, and gives you a pipeline view of all potential future revenue from active proposals.
For every proposal sent, Mika automatically follows up at Day 3, Day 7, and Day 14 if no response. For discovery call no-shows, she sends a rescheduling offer. For leads that go cold, Kiko re-engages them 60 days later with a new angle.
Your AI team
Yuki
Writes tailored proposals, scopes projects, and creates pricing structures for new client opportunities.
Ryan
Researches potential clients, identifies trigger events, and prepares outreach for your review.
Hana
Handles inbound enquiries, qualifies fit and budget, books discovery calls into your calendar.
Aria
Manages inbox, schedules meetings, drafts client communications, and sends status updates.
Sakura
Writes LinkedIn content, case studies, thought leadership articles, and your consulting blog.
Ren
Tracks project revenue, manages invoicing, monitors pipeline value and cash flow.
Tool deep-dives
Click any tool below to see exactly what it does and how to use it for consultants.
Quick-start checklist
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