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Pro Tips

Every Consulting Firm Needs to Automate — Now

May 3, 2025

consultant

The consulting industry has always operated at a fast pace. But in 2025, it’s not just speed that matters — it’s scale, efficiency, and sustainability.

The problem? Too many firms are still operating in manual mode.

Consultants spend up to 60% of their time on non-billable, low-leverage tasks: copying data into reports, building decks from scratch, digging through folders to find past work, rewriting proposals line by line. These activities don’t create value — they create bottlenecks.

Manual workflows might feel manageable when things are calm. But when project loads spike or a key team member leaves, the cracks start to show.

Sound familiar?

You’re not alone.

The Hidden Cost of Manual Consulting Workflows

Let’s break it down:

  • Manual data prep can eat up 8–10 hours per project.

  • Proposal writing can take days — especially when chasing multiple RFPs at once.

  • Knowledge retrieval (or re-creation) wastes valuable brainpower.

  • Deliverables often vary in quality depending on who is producing them.

The result? Burned out consultants. Slower delivery. Inconsistent client experience. And ultimately — lost revenue.

Automation Isn’t About Replacing Consultants — It’s About Empowering Them

Some firms hesitate to automate because they think it devalues the consultant’s role.

That couldn’t be further from the truth.

In reality, automation frees your team from repetitive, low-value work so they can focus on what actually matters: strategic insight, client relationships, and high-level decision-making.

Here’s what smart automation looks like inside a consulting firm:

  • Auto-compiled reports and dashboards, pulling from live client data.

  • AI-generated proposal drafts based on past winning language.

  • Searchable knowledge libraries that surface relevant past work instantly.

  • Templates and workflows that keep deliverables consistent, no matter who’s building them.

And the impact?

We’ve seen firms:

  • Cut proposal turnaround time by 60%

  • Reduce reporting and analysis hours by 40%

  • Improve team productivity without adding headcount

  • Free up 10–15 hours per consultant per week

It’s not about doing more — it’s about doing better.

Introducing: The Consultant’s Playbook for Automating 80% of Manual Processes

We created a free guide that shows you exactly how to start this transformation.

Inside, you’ll find:

  • A breakdown of the most time-consuming tasks consultants face — and how to automate them

  • Real examples of firms using AI and automation to scale smarter

  • A simple roadmap to help you get started without disrupting client delivery

If you’ve been meaning to “optimize operations” or “implement automation someday” — now’s the time.

Because consultants who embrace this shift will lead the market.
The rest will fall behind.

Get your copy of The Consultant’s Playbook here.

Playbook