Your next B2B clients, ranked.Theos researches your market and scores every lead against your criteria, so you talk to decision-makers first.
Theos for consulting firms
AI sales agent for consulting and professional services firms
Theos starts peer-to-peer conversations with executives and owners, checks whether there's a real problem to solve and books the meeting with the right partner.
Theos is an AI sales agent for consulting and professional services firms: finance, tax, ISO certification, organizational culture and training. It talks to decision-makers in a consultative tone, checks whether they have a problem your firm solves and books the meeting. 17 firms use it today.
- conversations with decision-makers
- 13,900+
- of prospects replied
- 40%
- meetings booked
- 144
Aggregated data from 17 consulting and professional services firms using Theos, August 2025 to September 2026.
Our AI agent booked meetings
with these companies
with these companies
Partners sell, but they have no time to prospect.
Sales depend on the partner's network
When partners stop prospecting, the pipeline stalls. Theos starts new conversations every week on their behalf.
A consultant's tone, not a salesperson's
Peer-to-peer messages with no flattery or fake urgency, and careful spelling and grammar.
One question, then the proposal
The firms that book the most meetings limit questions: one short one to understand the context, then they propose the meeting with the partner.
Only meetings worth taking
Theos politely disqualifies contacts who don't fit and keeps going when you're referred to someone else.
How consulting firms use it
What the consulting firms that book the most meetings do
One service per campaign
Transfer pricing, valuations, ISO 27001 or corporate wellbeing: each service gets its own campaign, ideal profile and core problem.
Speak like the partner
The agent writes on the partner's behalf, with their experience and way of speaking, and doesn't discuss fees in chat.
The meeting as the natural next step
When there's interest, it proposes the meeting as a statement, not a question: “We can review it in a 30-minute call with our partner.”
The product
How Theos works for your firm
A playbook for every audience.Theos builds a plan for each audience around your product or service: approach, qualification criteria and message sequence.
Better every week.Ask Theos what’s working. It reviews every conversation, suggests changes and applies the ones you approve.
Customer stories
Companies in this industry already selling with Theos
Consulting firm FAQs
Yes. 17 consulting and professional services firms use it to start conversations with executives, owners and managers. Between August 2025 and September 2026 they had more than 13,900 conversations, with a 40% reply rate and 144 meetings.
Each message is written for that person: their role, company and sector. You set the tone, the length and what it must never say, and test it in a simulated conversation before launch.
Only if you tell it to. Most consulting firms ask it not to discuss fees in chat and to take that conversation to the meeting.
ComedyCorp, a Chilean organizational culture consultancy, booked 26 meetings with corporate directors in its first four months with Theos.
Keep exploring
Frequently Asked Questions
Theos is an AI sales agent. For B2B, Theos does your cold outreach: it reaches decision-makers on B2B social networks, writes personal messages in your voice, follows up, handles objections and books qualified meetings on your calendar. For B2C, it answers every Instagram, Facebook and WhatsApp message in seconds, qualifies the lead and closes the sale in chat.
Most tools send messages. Theos sells. It builds a strategy around your product or service, holds real conversations, qualifies each lead and books the meeting or closes the sale. One agent covers outbound and inbound, reviews every conversation and suggests improvements you approve, and connects to your CRM on request. Think of it as Claude Code for sales: an agent that does the work, not a copilot that suggests it. You're not paying for a tool: you're hiring an AI employee.
On Instagram, Facebook and WhatsApp, Theos runs on Meta’s official APIs, so your accounts connect exactly the way Meta intends. B2B social networks are different: each sets its own rules and can limit accounts it sees as too active. There, Theos keeps activity conservative, lets you approve messages before they go out and pauses when an account needs attention. No one can promise a network will never restrict an account, so how you use yours is always your call.
B2B companies that want more meetings with decision-makers: founders, agencies, consultants and sales teams. And B2C businesses that get leads in their DMs, like e-commerce, gyms, real estate, education and clinics, and want every chat answered and sold.
It depends on your industry and your product or service, but Theos is built for one outcome: more clients and more revenue. We’ve used it to book meetings with teams at Ford, BMW, Salesforce, HubSpot and L'Oréal.
Tell Theos what you sell or paste your website. It builds your strategy, you review it, connect your channels and go live. Advanced plans include onboarding sessions with our team to set up and tune your first campaigns.
