Win More Clients with Greta
Generate leads, automate proposal creation, and follow up with prospects consistently, all without lifting a finger.
How it's works
Grow Your Consulting Business on Autopilot
From first inquiry to signed engagement letter, Greta automates every step of the consulting sales process.
Prompt Create
Describe your consulting services, ideal client profile, and lead generation goals.
- Greta builds tailored outreach and qualification sequences in minutes.
- No sales ops experience needed. Just describe what you need and Greta handles the rest.
Review & Iterate
Review your proposal templates and lead qualification flows with your team.
- Adjust messaging for different service lines and client industries.
- Iterate quickly to test what resonates with your target audience.
Connect Integrations
Connect Greta with your CRM, proposal tools, and calendar software.
- Integrate with HubSpot, Proposify, Calendly, and Zoom for a seamless client experience.
- Sync all client interactions automatically so nothing falls through the cracks.
Deploy & Share
Launch lead generation campaigns and send personalized proposals to prospects.
- Distribute your content and outreach across LinkedIn, email, and referral channels.
- Automatically deliver proposals and follow up based on prospect engagement.
See Analytics
Track lead quality, proposal win rate, and revenue pipeline in real time.
- Understand which services and channels generate the highest-value clients.
- Use insights to sharpen your positioning and close more engagements.
Platform
Your Consulting Sales Machine, Automated
Greta helps consulting firms and service businesses generate more qualified leads, close faster, and deliver a premium client experience from the very first interaction.
Automated Lead Generation
Run outreach campaigns that attract your ideal clients consistently without manual prospecting.
Proposal Automation
Generate tailored proposals based on each prospect's needs and industry in minutes, not hours.
Discovery Call Automation
Automate scheduling, pre-call questionnaires, and post-call follow-ups to convert more prospects.
Client Onboarding Workflows
Deliver a smooth, professional onboarding experience automatically as soon as a deal is signed.
Revenue Pipeline Analytics
Track proposal win rates, deal velocity, and revenue forecasts to make smarter business decisions.
Also See
Similar Sales Categories
Greta adapts to every sales motion. Explore how it helps other sales teams win more deals.
FAQ
Questions about consulting sales automation?
Everything you need to know before growing your consulting business with Greta.
Yes. Greta generates customized proposals based on each prospect's industry, goals, and pain points, saving your team hours of manual work per deal.
Yes, our 24/7 support team is on hand to help you build and optimize your consulting sales workflows with Greta.
Build Something Real
If you can describe it, you can build it.