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AI receptionist for management consulting firms
For consultants who are on a client's site four days a week.
Your partners spend the week inside clients' operations, and the office line rolls to a voicemail nobody checks until Friday. Tactly answers the next prospect while they are still interested.
- TactlyNorthgate Advisory Partners, I'm the virtual assistant and this call may be recorded. How can I help?
- CallerThis is Gerald, operations director at a regional distributor. We're struggling with warehouse throughput and heard you do this.
- TactlyThanks, Gerald. Operations improvement is one of our core practices. Roughly how many sites and people are involved?
- CallerThree warehouses, about two hundred staff.
- Looking up discovery call times
- TactlyThat fits well. I can book a discovery call with our operations lead on Thursday at 3:00. Shall I?
- Booked: Discovery call, Thu 3:00 pm
Can an AI receptionist work for management consulting firms?
Tactly is an AI receptionist for management consulting firms. It answers in your firm's name, describes your practice areas and the size of client you work with from your notes, asks the caller what problem they are trying to solve, and books discovery calls into open times on your calendar. During hours it can transfer to named numbers such as a practice lead, and each call is emailed as a summary with the transcript.
The problem
Missed calls are missed work.
Consulting work is sold through conversations, and the people who hold them are rarely at a desk. An executive who calls after a conference talk will try once. If the line goes to voicemail, the moment and the budget often go to whoever answered first.
Boutique firms also field calls that are not a fit: students, vendors, companies far too small. Each one costs a partner a return call. Tactly asks a few useful questions first, so the calls that reach a partner are the ones worth their time.
Calls it handles
The calls management consulting firms get every day.
A new engagement inquiry
Tactly asks about the company, its size and the problem, then books a discovery call with the right partner.
Current client needs a partner
During hours it transfers to the named partner or practice line. After hours it takes a message marked for that partner.
Speaking and workshop requests
Event organizers are asked for the date, audience and format, and the details are emailed to whoever handles bookings.
Vendors and job seekers
Tactly explains how you prefer to receive these, from your notes, and takes a short message instead of booking time.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for management consulting firms.
- Describe each practice area and the size of client you serve, so Tactly can tell a good fit from a poor one.
- Give the questions you want asked on every new inquiry, such as company size, timeline and who is sponsoring the project.
- Write how you handle vendors, recruiters and job applicants, so those callers get a polite answer without a booking.
Plans for management consulting firms
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Can Tactly qualify prospects before booking?
It asks the questions you list in your notes and includes the answers in the summary. You decide what counts as a fit.
Will it discuss our fees?
Only what you choose to write, such as how engagements are usually structured. Anything else becomes a message for a partner.
Can callers reach a specific partner?
During your hours Tactly can transfer to up to five named numbers, so a client can be put through to their partner's line.
Business services
Related industries
Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.