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The SDR Team You Never Hired

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Booking discovery calls for strategy consultants, boutique advisors, fractional executives, niche specialists, B2B trainers.

JessicaJessica·English

+1 (218) 636-0234

You walk into every discovery call already briefed.

AI appointment setting for B2B consultants is an autonomous AI SDR that finds your ideal clients from publicly available business records, calls, emails and texts them, qualifies them against your criteria, and books only the discovery calls worth your billable hour - so a busy one- or few-person shop finally has a full pipeline without hiring one.

You get only the good-fit prospects. We do the prospecting and the outreach; you - the expert they came to hire - run the discovery call and win the engagement. Sourcing is B2B-only, from publicly available business data, on a legitimate-interest basis, with opt-outs honored on the spot. Hear the voice agent your prospects would hear.

Example
RM
Companies House · niche match
Rachel Moore
COO · Pennine Freight Ltd, Bradford
92%
fit
SignalOpened a second depot in Wakefield
  1. Call
  2. Email
  3. SMS
  4. Qualified
  5. Booked
AI call · disclosed

"Hi Rachel, this is Jessica, an AI assistant calling for David Hollis. With Wakefield open, is an ops review on your list this quarter?"

Email · sent
A short note on two-depot rollouts, with two slots
SMS · follow-up
Rachel: "Thursday 10:00 is fine"
Pipedrive · qualifiedProblem you solveAdvisory budgetDecision ownerStarts Q1
Google Calendar
Thu 10:00 · Discovery call with David (you)
Brief attached: 2 depots, 140 staff, wants a rollout plan by March

Books Straight Into the Tools You Already Use

HubSpot, Pipedrive, Salesforce, Google Calendar, Cal.com - qualified discovery calls and their notes land in your CRM and calendar automatically, so you walk in already briefed.

  • Bitrix24
  • Google Calendar
  • Make
  • Microsoft Dynamics 365 Business Central
  • Microsoft Teams
  • Odoo
  • Pipedrive
  • Sage
  • SAP
  • WhatsApp Business
  • Zapier
  • Zoho CRM
  • Docusign
  • Freshsales
  • Google Sheets
  • Kommo
  • Scoro
  • ClickUp
  • Exact Online
  • Google Drive
  • Instagram
  • Telegram
  • Zoho Books
  • Agnum
  • Cegid
  • DATEV
  • Holded
  • Lexware Office
  • Rivilė
  • Symfonia
  • wFirma
  • Directo
  • Fakturownia
  • InsERT Subiekt
  • Labbis
  • SimplBooks
  • weclapp
  • Axonaut
  • Merit Aktiva
  • Calendly
  • HubSpot
  • Microsoft Dynamics 365
  • Microsoft Outlook / Microsoft 365
  • n8n
  • Oracle NetSuite
  • QuickBooks Online
  • Salesforce
  • Slack
  • Xero
  • Zendesk
  • Cal.com
  • Freshdesk
  • Gmail / Google Workspace
  • Intercom
  • monday CRM
  • Airtable
  • ERPNext
  • Facebook Lead Ads
  • HighLevel
  • Messenger
  • Viber
  • a3
  • B1.lt
  • Comarch ERP
  • Fatture in Cloud
  • inFakt
  • Pennylane
  • sevDesk
  • TeamSystem
  • Zucchetti
  • enova365
  • Finvalda
  • JTL-Wawi
  • Sellsy
  • Stekas Plius
  • Aruba Fatturazione Elettronica
  • EBP
  • Teamleader Focus
+ Any system with an API

Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.

Why Does a Consultant's Pipeline Dry Up Right After a Busy Stretch?

Because prospecting is the first thing to fall off the plate when delivery heats up. The month you are fully billable is the month no new conversations start - and you feel it two months later when the project ends and the calendar is empty. The bottleneck is never your expertise; it is having no one to keep the top of the funnel moving while you work.

~30%
of a solo consultant’s week is eaten by finding and chasing the next client instead of billable delivery
21x
more likely to qualify a lead when someone follows up within 5 minutes instead of 30
0
dedicated hours a busy independent advisor has left for cold outreach after a full delivery week
7x
more likely to reach a decision-maker when the outreach lands within the first hour

Speed and follow-up benchmarks: the Lead Response Management Study (Dr. James Oldroyd), Harvard Business Review. Fast, consistent follow-up is exactly what a solo advisor cannot hold while delivering - and exactly what an AI SDR never drops.

What Is an AI SDR for a B2B Consultancy?

An AI SDR - a sales development representative - is an autonomous system that does the outbound prospecting a consultancy rarely has time for. It finds your ideal B2B clients from publicly available business data, contacts them across voice, email and text, qualifies them against your criteria, and books the ones worth your time into your calendar. “Appointment setting” is the outbound, top-of-funnel job: sourcing net-new prospects and opening the conversation.

A junior SDR does exactly this work by hand - if you could justify the salary, the ramp, and the management. The AI does it at machine speed and consistency, then hands every warm, good-fit prospect to you to run the discovery call and close. The AI is the mechanism; the product is a calendar full of qualified meetings. Under the hood it is the same voice stack as our AI voice agent, wired to prospect sourcing, email and SMS. It is the broader AI appointment setting service, tuned for how independent advisors sell.

How Does the AI SDR Find the Clients You Advise Best?

It starts from the niche you define - the sector, company size, region and decision-maker role you serve best - and builds a target list from publicly available business data. Then it runs a coordinated multichannel sequence: a natural-sounding AI voice call to open the conversation in your positioning, a personalised email, and an SMS follow-up, so your message reaches each decision-maker on the channel they actually answer. Every touch is logged, every reply is captured to your CRM, and the sequence stops the instant a prospect asks to opt out. If you would rather we work a list you already own - past clients, event contacts, referrals you never followed up - that is AI outbound calls on your own list.

How Does It Turn an Empty Calendar Into Booked Discovery Calls?

  1. 1
    Step 1

    We map your niche of ideal clients

    You describe the exact companies you advise best - sector, size, region, the decision-maker who signs off on engagements. We build a target list of matching businesses from publicly available business data: company registries, business directories, and professional web sources. B2B only, no consumer data, no scraping of private accounts.

  2. 2
    Step 2

    We open the conversation across voice, email and text

    Each prospect gets a coordinated sequence in your positioning: a natural AI voice call that opens the door, a personalised email that frames the value you bring, and an SMS follow-up - so your message lands on whichever channel that decision-maker actually answers. The AI discloses that it is an AI and honors any opt-out immediately.

  3. 3
    Step 3

    The AI qualifies against a fit worth your time

    On the call and in the replies, the AI runs your qualifying questions - budget for advisory work, timing, who owns the decision, whether the problem is one you actually solve - and captures the answers to your CRM. Prospects who are not a fit are logged and dropped; prospects worth a real conversation move forward. You never burn a billable hour on a call that was never going anywhere.

  4. 4
    Step 4

    We book the discovery call and hand it to you

    Qualified prospects are booked straight into your calendar with the context attached, so you walk into a discovery call already knowing the problem, the timeline and the buyer. You - the expert they came to hire - run the conversation and win the engagement. Every call is logged and recorded, so you see exactly who said yes, who opted out, and why.

Which Consultants Is This For?

Independent strategy and management consultants

Your pipeline is only as full as the last time you had a free afternoon to prospect. The AI SDR keeps a steady flow of qualified discovery calls with the decision-makers you advise best, so referrals stop being your only lead source.

Boutique advisory and consulting firms

A handful of senior people who all bill by the hour cannot spare one to dial lists all day. The AI SDR runs the top of the funnel so every partner stays on client work and still walks into booked, qualified meetings.

Fractional executives and interim leaders

Fractional CFOs, CMOs and COOs sell a scarce, high-value slot. The AI SDR sources companies at the exact stage that needs your seat, opens the conversation across channels, and books the ones ready to talk terms - not tyre-kickers.

Niche B2B specialists and subject-matter experts

When you are the recognised expert in one narrow field, the whole game is reaching the few companies with that exact problem. The AI SDR finds them from public business data, qualifies live need, and books you the calls that are actually worth taking.

Coaches and B2B trainers

Programs and cohorts sell through a conversation, not a checkout. The AI SDR reaches the organisations that fit your program, confirms interest and timing, and books an intro call so you spend your energy delivering, not chasing.

Agencies pivoting to advisory retainers

Moving from projects to advisory retainers means selling expertise, not deliverables - and that needs a full calendar of the right conversations. The AI SDR keeps qualified retainer prospects flowing while your senior people stay billable.

Related ways to fill your calendar

AI SDR vs Prospecting It Yourself

For a consultant, the real cost of doing your own prospecting is the billable hour you spend not delivering. An AI SDR takes the repetitive top-of-funnel work off your plate - your expertise and your close stay entirely yours.

Side by side
AI SDRDoing it yourself
Who does the prospectingA tireless AI SDR, so your billable hours stay billableYou, in the gaps between client delivery
AvailabilityEvery channel, in parallel, around the clockWhatever is left after a full delivery week
Follow-up speedSeconds after a triggerWhenever you next surface from client work
ConsistencyHolds your positioning on call number 500Depends on how tired and busy you are that week
Pipeline when you go heads-downKeeps filling while you deliverDries up the moment a project consumes you
Cost structureA fixed outbound layer, no ramp, no salary, no benefitsYour own time - the most expensive hour you have
The close and the adviceStays entirely you - the expert they came to hireYou - unchanged

We don't publish a price for the AI SDR - the right scope depends on your niche and target volume, so we scope it on a call. To see how the AI SDR stacks up against a hired one, read AI SDR vs human SDR, compared.

Is This Appointment Setting or Appointment Booking?

They are opposite jobs, and consultants need to know which one they are buying. Appointment setting is outbound: we go and find net-new B2B prospects, reach out, qualify them, and set the discovery call. You start with no list; we source it. Appointment booking (or scheduling) is inbound: someone already wants to reach you - they enquire or fill a form - and the AI checks your calendar and books the slot. That is a scheduler job, not a prospecting one.

This page is for the harder problem: filling a calendar that would otherwise be empty. If instead you just need to handle incoming enquiries and stop playing calendar tennis over email, you want our booking pages - AI appointment booking by phone and AI appointment booking for service businesses.

What Makes a Consulting Meeting “Qualified”?

A qualified meeting is one that matches the rules you set - the right company, the right decision-maker, a real problem you actually solve, a workable budget and timeline - not just anyone who agreed to a chat. You define the qualifying criteria (think BANT, or your own read on what a good engagement looks like); the AI asks those questions in conversation, records the answers, and only books prospects who clear the bar. Everyone else is logged with a reason and dropped, so you never sit through a call that was never going to convert. The result is fewer meetings, but the right ones - and for a consultant billing by the hour, that difference is the whole game.

Is Cold Outreach to Businesses Legal and GDPR-Safe?

We build the program around a clear, defensible basis - not around loopholes. We contact businesses only, using publicly available business data (company registries, business directories, and professional web sources), on a legitimate-interest basis for B2B outreach. Every AI call discloses that it is an AI, every message carries a clear opt-out, and opt-outs are honored immediately and logged. We do not process consumer or private-individual data for cold outreach, and we keep to the calling windows and rules of each market we run in. For an advisor whose name is the brand, that transparency is not a compliance box - it is your reputation.

What we will not tell you: that any of this is “fully compliant” or “zero risk” for your specific case. Lawful B2B outreach depends on your jurisdiction, your sector, and how you handle objections and data, so we design for transparency and honored opt-outs rather than promising a blanket green light. For where automated outbound is greener or stricter, read is AI cold calling legal in the EU, country by country, and we point clients to the relevant regulators before any campaign goes live. This is general information, not legal advice.

Frequently Asked Questions

What is AI appointment setting for B2B consultants?
AI appointment setting is an autonomous system - an AI SDR, or sales development representative - that does the outbound prospecting a consultancy rarely has time for. It finds your ideal B2B clients from publicly available business data, contacts them by voice call, email and text, qualifies them against your criteria, and books the ones worth your time as meetings in your calendar. It is the SDR team a one- or few-person shop could never justify hiring, running quietly in the background while you deliver.
I am a solo consultant - do I really need an SDR?
You need the work an SDR does; you just cannot afford the person, the ramp, or the management. Prospecting is the first thing that falls off a solo consultant’s plate when a project heats up, which is exactly why pipeline dries up right after a busy stretch. An AI SDR carries that top-of-funnel work continuously, so your calendar keeps filling even in the weeks you are heads-down on delivery - and you still personally run every discovery call and win the engagement yourself.
Does the AI pitch my expertise, or does it just read a script?
It opens the conversation in your positioning and books the meeting - it does not try to be you. You are the expert they came to hire, so the AI SDR handles the finding, contacting and qualifying, then hands a warm, context-rich discovery call to you. The judgement, the advice, and the close stay entirely human. What you get is a calendar of the right conversations, not a robot pretending to consult.
Where do you get the prospects you contact?
We build a target list from publicly available business data - company registries, business directories, and professional web sources - matched to the niche you define (sector, size, region, decision-maker role). It is B2B only. We do not buy consumer lists or scrape private accounts, and you approve the targeting before any outreach begins.
Is cold outreach to businesses legal and GDPR-compliant?
We contact businesses only, using publicly available business data, on a legitimate-interest basis for B2B outreach. Every AI call discloses that it is an AI, every message includes an opt-out, and opt-outs are honored immediately. We will not claim it is "fully compliant" or "zero risk" for your specific situation, because lawful B2B outreach depends on your jurisdiction and sector - so we design around transparency and honored opt-outs, and we flag the relevant regulator rules before any campaign runs. This is general information, not legal advice.
How does the AI qualify a good-fit consulting prospect?
You define what a good engagement looks like - the problem you solve, the budget advisory work needs, who owns the decision, the realistic timeline - and the AI SDR runs those questions in conversation and in replies. Only prospects who clear the bar get booked; everyone else is logged with a reason and dropped. The result is fewer meetings on your calendar, but the right ones, so you never spend a billable hour on a call that was never going to convert.
Does the AI close the engagement?
No. The AI SDR does the finding, contacting, and qualifying, and it books the discovery call - but the moment a prospect is ready for a real conversation about the work, it is you on the call. Closing an advisory engagement is a trust conversation, and that stays human. You get a calendar of qualified meetings; you do what only you can do.
Which channels does the AI SDR use - just calls?
No - it runs a coordinated sequence across voice call, email and SMS, so each prospect is reached on the channel they actually respond to. The voice call opens the conversation, the email adds context and a paper trail in your positioning, and the text is an easy, low-friction follow-up. Everything is logged and pushed to your CRM.

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