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AI-Powered Operations for Small Consulting Firms
AI Operations for Small Consulting Firms
17+Hours Reclaimed Per Week

Close More Deals. Deliver Better Work. Grow Without Hiring.

AI pipeline management, automated client reporting, and proposal generation. Built for US consulting firms with 2–30 people.

Get StartedSee How It Works
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Hours Saved/Week

Average weekly hours reclaimed by consulting firm founders on SaSame

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Revenue Growth

Average revenue increase for consulting firms in first 12 months

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Client Retention

Average client retention rate after SaSame adoption

0
ROI

Average return on SaSame investment for professional services firms

Does This Sound Like Your Firm?

The most common bottlenecks reported by US consulting firm owners.

You're spending 25+ hours a week on operations instead of client work

Proposals, follow-ups, status reports, meeting notes, invoices — the admin pile never shrinks. The work that doesn't bill eats the time that should.

Proposals take 6–10 hours each and still lose to faster competitors

Starting from scratch every time costs you days. While you're writing, a competitor with an AI-assisted process already responded.

Clients slip away because no one's watching the warning signs

Client health exists only in your head. By the time a relationship feels at risk, it's already too late to save it without an awkward conversation.

Your pipeline is a spreadsheet and three post-it notes

There's no clear view of what's in the pipeline, what's stalling, or what needs attention today. Deals go cold because follow-up fell through the cracks.

You don't know your real margins until the project is over

Scope creep, underbilled hours, and repriced work destroy margins that looked fine on paper. You find out too late to fix it.

Estimated monthly revenue leak

$24,000

※ 業界平均データに基づく試算

AI Automation + Fractional CEO & CRO Strategy

SaSame automates the operational work that consumes your week — and pairs it with senior CEO and CRO strategy to grow the firm.

AI Automation

Pipeline management, proposal generation, client reporting, meeting intelligence, and invoice automation — the work that takes hours, handled in minutes.

Fractional C-Suite

Monthly access to CEO, CRO, CFO, and COO specialists — at 95% less than hiring full-time senior staff.

AI Services

3 Core AI Modules for Consulting Firms

Start with one, add more as you grow. Each delivers measurable ROI within 30 days.

01
AI Sales Pipeline Management
01Step 01

AI Sales Pipeline Management

Every prospect, deal, and follow-up tracked automatically. AI scores your pipeline, predicts close probability, and alerts you when deals are stalling — so you focus on what will actually close.

  • Deal scoring and close predictions
  • Automated follow-up sequences
  • Pipeline coverage forecasting
  • Win/loss analysis
-50%Sales cycle length
02
AI Proposal Generation
02Step 02

AI Proposal Generation

Generate a first-draft proposal in under 30 minutes — pulling from your past work, the client's situation, and industry benchmarks. Review and refine instead of starting from scratch.

  • First draft in 30 minutes
  • Client-specific customization
  • Scope and pricing templates
  • Proposal analytics
-65%Proposal preparation time
03
Client Intelligence & Reporting
03Step 03

Client Intelligence & Reporting

Real-time visibility into every client relationship. AI generates status reports automatically, monitors engagement signals, and alerts you before a disengaged client becomes a lost client.

  • Automated weekly status reports
  • Client health scoring
  • Churn early-warning alerts
  • Engagement signal tracking
89%Client retention rate
Consulting

Consulting Strategy That Grows Revenue

The tools fix the workflow. Our consultants fix the business model.

Positioning & Service Design

Most consulting firms compete on price because they can't articulate a specific advantage. We help you define a clear positioning, refine your service model, and charge what you're worth.

Sales System Design

From referral-only to a repeatable pipeline. We design outreach sequences, proposal processes, and pipeline management systems that generate consistent new business.

Profitability & Pricing

Which engagements are actually profitable? Which clients are worth pursuing? We run the margin analysis and redesign your pricing structure to reflect the real cost of delivery.

Operations & Delivery

Standardized delivery methodology, client onboarding, project tracking, and quality controls — so the firm can deliver consistently without the founder in every engagement.

Expert Team

6人の国際専門家チーム

経営・財務・組織・技術・成長・ブランドの各領域を専門とするチームが、横断的に対応します。

SaSame CEO - Business Strategy

Chief Executive Officer

SaSame CEO

Business Strategy

Helps consulting firms position their services, design scalable delivery models, and build sustainable growth strategies.

SaSame CRO - Sales & Client Acquisition

Chief Revenue Officer

SaSame CRO

Sales & Client Acquisition

Builds pipeline systems and proposal processes that let consulting firms close more deals with less selling effort.

SaSame CFO - Profitability & Finance

Chief Financial Officer

SaSame CFO

Profitability & Finance

Tracks true profitability per engagement and client, surfaces margin opportunities, and builds financial models for growth.

Before vs. After SaSame

Average results across US consulting firm clients in the first 90 days.

Founder hours on admin/week

25 hrs8 hrs
-68%

Proposal-to-close time

18 days9 days
-50%

Client retention rate

72%89%
+24%

Revenue per consultant

Baseline+31%
+31%
Pricing

Pricing

No setup fees. No long-term contracts. Cancel anytime.

Growth

For 2–5 person firms ready to automate pipeline management and proposal generation.

$299/month
  • AI pipeline tracking (up to 50 deals)
  • Proposal generation templates
  • Client health monitoring (up to 15 clients)
  • Meeting transcription and action items
  • Email support
Get Started
Most Popular

Professional

For 5–20 person firms that want AI operations plus fractional CEO & CRO strategy.

$1,499/month
  • Everything in Growth
  • Unlimited pipeline and clients
  • Full margin tracking per engagement
  • Monthly fractional C-Suite sessions (4×)
  • Automated client status reports
  • Priority support (< 4hr response)
Get Started

Scale

For 20–30 person firms doing a full revenue model and delivery transformation.

$4,999/month
  • Everything in Professional
  • Full fractional C-Suite team
  • Custom delivery methodology design
  • Revenue model and pricing overhaul
  • Dedicated account manager
  • Weekly strategy sessions
Talk to Us
SSL暗号化・GDPR準拠
最短2週間で導入
EU・日本・US 3拠点体制

What Consulting Firm Owners Say

From solo practitioners to 20-person boutique firms across the US.

Revenue +39% in 12 months
“I was spending 25 hours a week on things that weren't billable. SaSame brought that down to 8. That's 17 hours I redirected to client work and business development. Revenue went up 39% in 12 months.”

Founder

Austin, TX — Strategy Consulting, 6 staff

Win rate +28%
“Proposals used to take me 6–8 hours. With AI-assisted generation I'm reviewing and refining a solid first draft in 90 minutes. We respond faster, and our win rate went up because we stopped losing to turnaround time.”

Managing Partner

Boston, MA — Management Consulting, 9 staff

Margins +18%
“The fractional CEO sessions forced me to look at which clients were actually profitable. Two of my biggest by revenue were my smallest by margin. Repriced one, exited the other — margins improved 18% without adding a single client.”

CEO

Denver, CO — Operations Consulting, 4 staff

よくある質問

Strategy, management, operations, HR, marketing, IT, and financial consulting firms — any professional services business where client relationships and project delivery are the core of the business.

Most firms generate their first AI-assisted proposal within the first week. You input the client situation and scope, and AI drafts the structure, services, timeline, and pricing based on your past work and templates. You review and refine — typically saving 4–6 hours per proposal.

Yes. SaSame integrates with HubSpot, Salesforce, and Pipedrive, and can ingest data from your existing pipeline. Many firms start by connecting SaSame to their CRM and running the AI intelligence layer on top.

Monthly working sessions with CEO, CRO, and CFO specialists who understand consulting economics. Sessions cover positioning, pricing, pipeline strategy, client retention, and financial management — practical strategic work tied to your actual numbers.

Most consulting firms are fully set up in 1–2 weeks. We import your client and deal data, configure your proposal templates, and connect your existing tools. No technical expertise required.

No long-term contracts required. You can cancel anytime from your account settings. We offer a free 30-minute demo so you can see the platform before committing. No setup fees on any plan.

Build the Consulting Firm You Actually Want to Run.

Get started today — no setup fees, no long-term contracts. Connect your pipeline and get your first AI-generated proposal template in under 24 hours.

Get Started

Limited onboarding spots per month. Reserve yours now.

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SaSame SRL — US / EU

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