# **Scalable growth for consulting & service firms**

Unlock scalable client acquisition with AI-managed prospecting for service-based businesses. CoPilot AI’s agents pinpoint high-fit prospects, engage them with personalized messaging, and build a pipeline of long-term partnerships.

## Win Your Next High-Value Client

CoPilot AI’s team of AI agents identifies and engages decision-makers with a genuine need for your services, turning outbound into a consistent growth engine.

### **Strategy Agent**

Defines your highest-value clients and builds a LinkedIn outbound strategy designed for scalable, repeatable growth.

### **Targeting Agent**

Pinpoints high-fit companies and decision-makers using market signals, then launches value-driven campaigns tailored to your service offering.

### **Reply Agent**

Engages prospects in personalized conversations and books qualified meetings directly into your calendar.

### The foundation behind your team of agents

Blending your online presence with real-time market signals, the Strategy Agent learns how you’re positioned and builds your strategy based on industry trends, competitors, and buyer behavior.  
Reply Prediction AI evaluates signals to prioritize prospects that are most likely to engage, helping the Targeting Agent focus on high-intent conversations from day one.  
Intent Analysis AI evaluates incoming replies to understand interest level, objections, and buying signals, so the Reply Agent’s responses are tailored to where each prospect is in their journey.

### ROI calculator

Estimate your projected pipeline, revenue, and ROI in minutes.

Your sales details

**CoPilot AI Plan**  
Core — $149/mo (annual)  
Guided — $299/mo (annual)

**Average deal value**  
$12,000

**Average sales cycle**  
4 months

**Deals closed per 10 qualified meetings**  
2

**LinkedIn Sales Navigator**  
CoPilot AI requires an active LinkedIn Sales Navigator subscription.  
If you don't already have it, we'll add $99/month to your cost calculation.

**Projected ROI over**  
6 months  
12 months  
24 months

**Disclaimer**  
Estimated costs are based on a single user on an annual plan.

Total Revenue  
$72,000

Total Cost  
$1,788

Deals Won  
10

ROI — 12 months  
$40.27 per $1 spent

#### Testimonials

"I’m always thinking about different ways to connect with entrepreneurs and founders and for me, I like having CoPilot AI be this solution I can depend on. I probably cannot tell you any other software I’ve ever used that’s giving me such a direct ROI."

**Jason Malki**  
Founder & CEO @ StrtupBoost

"The best part is I can set it and forget it. I let it run in the background and wait until people come through who are ready to talk. I genuinely use CoPilot AI as if it’s my BDR and that’s how I’ve structured my entire sales organization so far."

**Greg Wise**  
Co-founder @ OneScreen AI

"CoPilot AI is incredible. Since our ICP lives on LinkedIn, it's the perfect way to start conversations without getting lost in an email echo chamber. It works. It's easy to use. It converts meetings."

**Eric Kerkes**  
Director, GTM @ Pursuit

"Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totaling approximately $3.3M in new assets. It basically works for me in the background as I carry on with my normal day."

**Sheena Schreiner**  
Investment Advisor @ Wellington-Altus

"Before CoPilot AI, I wasn't connecting with C-suite executives on a national basis. Leaders in companies that had $35 million to $20 billion in annual revenue was my bread and butter. I didn't want to limit myself to networking events – but instead, scale at a national level."

**Karen Brown**  
CEO @Exponential Results

"In just 6 months, I've had 200 introductions which has led to at least 70 meetings. And of those, I've closed seven new client households with a total of 21 policies. CoPilot AI brings me extra introductions every week that I just wouldn’t be able to get in-person or manually."

**Aaron Curry**  
Partner @ Catalyst Finance Group

### Frequently asked questions

**What is the best way to scale a consulting business without adding headcount?**  
Scaling a consulting business without hiring is one of the most common challenges service firms face, and it's where sales automation delivers the most leverage. CoPilot AI gives consulting firms, MSPs, and professional services teams a way to run consistent, personalized B2B outreach at scale without needing a full business development team behind it. By automating prospect sourcing and outbound sales sequences, CoPilot AI expands your pipeline capacity while keeping your existing team focused on delivery and client relationships, the work that actually drives revenue and retention.

**What is B2B lead generation for service-based businesses, and how does AI improve it?**  
For service-based businesses, B2B lead generation means consistently reaching the right decision-makers, not just filling a database with contacts. Traditional approaches, like cold calling lists or waiting on referrals, are slow and unpredictable. AI-powered B2B lead generation tools like CoPilot AI change that by identifying high-fit prospects based on role, seniority, industry, and behavioral signals, then executing personalized outbound outreach automatically. The result is a more reliable pipeline of qualified conversations, shorter sales cycles, and a business development engine that runs even when your team is focused on servicing existing clients.