AI agents handling RFP responses, scope documentation, project intake, and proposal automation. Close more projects faster.
Firm receives 40+ RFQ/RFP requests monthly. Partners manually review each one, estimate scope, and draft proposals. Process takes 3–4 weeks. Many prospects book competitors in the meantime.
Handles complex B2B sales cycles with 3–6 month lead times. Lots of preliminary discovery calls. Qualifying bad-fit prospects wastes senior consultant time ($300/hour sitting in calls that go nowhere).
Projects start with scope assessment calls. These calls take 1.5 hours per prospect. Firm does 10 calls/week = 15 billable hours lost just on pre-sales discovery.
Sales cycle is 6 months. Prospects need: initial discovery, proposal, revised proposal, budget review, stakeholder meeting, final agreement. Getting each step is like pulling teeth.
New clients onboard via email chaos. No structured process. Consultants spend hours clarifying access, deliverable timelines, and payment terms.
Integrates with Salesforce, HubSpot, and project management tools. Designed for accounting, consulting, architecture, and engineering.
Responds to prospect inquiries about services, capabilities, and availability instantly. Captures project details and budget range. Includes appointment scheduling — checks availability and books directly into your calendar.
Speed-to-leadQualifies prospects based on project fit, budget alignment, timeline, and decision-making authority. Routes hot deals to sales.
ConversionAuto-creates custom proposals, scope statements, timelines, and pricing models. Sends within 24 hours of qualification. Also handles new client onboarding — welcome sequences, intake forms, and expectation setting.
SpeedEducates prospects on services, methodologies, case studies, and ROI models. Builds confidence before sales call.
TrustHandles client questions during engagement: project status, deliverables, timeline changes, billing.
RetentionEvery week of sales friction is $50K+ in lost opportunity.
Real scenarios. Real professional-services workflows. This is what happens when a prospect hits your pipeline.
Prospect searches 'tax audit services' at 11 PM, finds Patricia's website, clicks 'Get a Quote.' Normal business hours won't start for 10 hours.
Firm gets 15 inbound inquiries weekly. Senior consultants can only take 3–4 sales calls/week. Need to identify the 4 most qualified leads.
Large prospect submits detailed RFP for multi-year tax and audit services. Normally takes partners 1 week to draft response.
Client signs engagement for office redesign. Project needs detailed scope: square footage, budget breakdown, design constraints, stakeholder list.
Prospect is evaluating digital transformation approaches. Wants to understand Michael's methodology vs. others before taking a call.
Partner is ready to talk to prospect. Instead of 'When are you free?', scheduler auto-offers times.
During engagement, client texts asking about deliverable timeline, next steps, and access provisioning.
Project just signed. Client needs: vendor access setup, stakeholder intros, project calendar, communication norms.
The real power is when multiple agents handle a workflow from start to finish.
Predictable monthly pricing. No per-seat fees. All plans include setup, configuration, and CRM integration.
500 included AI responses
Up to 3 agents
2,000 included AI responses
Up to 6 agents
6,000 included AI responses
All 11 agents
Overages billed per AI response. See full pricing breakdown →
Kazozo works alongside your Salesforce, CRM, and project management tools to transform sales friction into efficient engagement.
Not a replacement for your consultants. The operations layer that lets teams sell more, deliver better, and keep clients happy.
Tell Kaz about your business. He'll recommend the right agents and have you live in 1–2 weeks.
Every Kazozo plan includes these agents — they work together on your front desk, follow-up, and operations.