Industry Playbooks

Use cases built for teams that need revenue-ready automations

Select your industry to instantly see the automations, playbooks, and outcomes we deliver - no scrolling required.

Industries we ship for

IBM
Sage
Wonderbox
Neoday
XGrowth
Arcads
Argil
Earleads
Just Russel
Consulting Firms

Run a leaner consulting firm without dropping quality.

Automate research, proposal creation, and client reporting so partners focus on high-impact conversations - not data gathering.

-70%

Proposal Turnaround

+18 pts

Billable Utilization

94%

Client Retention

Top Challenges

  • Billable hours wasted on data gathering and decks
  • Client status updates spread across multiple channels
  • Inconsistent onboarding and discovery documentation

What We Automate

  • AI copilots that assemble research packets from your knowledge base
  • Self-updating client workspaces with milestones and ROI dashboards
  • Templated onboarding flows that capture every requirement automatically

Included Playbooks

Playbook

Discovery-to-Proposal Studio

Capture notes, analyze requirements, and draft proposals in one automated workspace.

Structured intake
Opportunity scoring
Proposal generator

Playbook

Executive ROI Hub

Live dashboards that translate automation wins into C-level scorecards every week.

Client portal
Data connectors
Narrative summary bot

Preferred Stack

HubSpotNotionAirtableZapierLookerGoogle Workspace

Every engagement deck and ROI recap now lands in clients' inboxes before they ask. AY Automate gave us leverage without hiring.

Marcus Lane - Managing Partner, Stratiform

Get a custom Consulting Firms automation roadmap

Ready to stop chasing status updates and start scaling? Tell us about your bottlenecks, and we'll show you exactly how to automate them.

  • Industry-specific workflows for Consulting Firms
  • Tool-by-tool integration map for your stack
  • Direct ROI projection and time-to-value report

Request Your Consulting Firms Blueprint

Don't take it from us

Hear it from the operators we shipped for.

Real founders. Real cameras. No scripts. Different industries, same model.

Elie Salame - COO at Adstronaut.io

Elie Salame

COO · Adstronaut.io

Wytze de Haan - Co-Founder at Narrative
Ana María Martínez - CEO at EasyClick
Roald Larsen - CEO at Untaylored
Jim Adams - CEO at MeetLexi
Othmane Khadri - Founder at Earleads
Connor Miller - Technical Director at Uniworx
High-Conversion Workshop

Get a free 45-minute workshop tailored to your industry's highest-leverage automations.

We'll map your current workflow, highlight automation quick wins, and deliver a roadmap showing the exact impact on revenue, pipeline, and delivery speed.