For consultants & advisory firms

Turn your expertise into
AI agents your clients rely on.

ProcessCoach turns your process and IP into agents you can sell — deploy the same agent to multiple clients, and keep full control of what's yours.

Talk with our teamSee how it works
THE CONSULTING PARTNERBUILDS IN PROCESSCOACHDISTRIBUTED TO CLIENTSYour firmthe expert in the roomYOUR EXPERTISEBest practices & SOPsJudgment & methodologyClient-ready deliverablesWhat only your firm knowsProcessCoachbuild studioTWO WAYS TO RUN — ONE PLATFORMDeterministic1Step2Step3Stepsame every runGoal-drivenGoaladapts to reach itChosen per process — built once, reused for multiple clientsAcmeyour solution, liveOrbitisolated environmentVeraalways up to date
The platform

Built for consultants, backed by engineers

Everything you need to turn what you know into agents and workflows that you deploy to multiple clients, then sell as your own IP.

Capture your IP

Turn your playbooks, methods, and documents into steps an agent can run — exactly the way you do it.

Build the agent

Compose an agent that does the work your process describes. No code, no engineers.

Tailor per client

Adapt the same agent to each client's own knowledge and data, without rebuilding it.

Deploy to every client

Roll the same agent out to each client in their own isolated, secured tenant.

Keep control of your IP

Your process stays yours. Update it once and every client's agent updates with it.

See it working

Track every run across every client from one place, so you always know the work is getting done.

Who it's for

What makes a great Consulting Partner?

You bring the industry knowledge — the workflows, terminology, and best practices of your vertical — and implement ProcessCoach for your clients, customized to their needs.

The Consulting Partner program works best with firms that already have a repeatable way of working and clients who'd benefit from it. The partners who get the most out of ProcessCoach tend to share a few traits:

Have a sophisticated sales process / team

Have an established customer base

Have identified AI as a major part of their growth plan

Are skilled at change management

Serve a specific industry vertical

Have business systems thinking

Your sales engine
Scroll — or tap a trait — to explore
“AI models will keep changing. Your process is the asset. Build on what you know, and swap the intelligence underneath whenever you want.”
The ProcessCoach philosophy.
What we provide

You're not alone as a Consulting Partner

Here's what you can always expect from our team.

Sales Support

We'll work with you to develop go-to-market strategies, positioning, and messaging for your vertical. You own the client relationship; we help you win it.

Marketing Support

Co-marketing materials, case studies, and other resources to help you position ProcessCoach to your clients as the solution to their biggest operational challenges.

Platform & Technical Support

We handle the platform, updates, and technical support. You focus on implementation and customization. Your clients get world-class support backed by our team.

Your Margin

You set the price. Keep the difference. Build in value through industry-specific customizations, and your clients will pay for the expertise.

ProcessCoach in action

Real business results for current clients

A few of the ways firms are already turning their process into revenue with ProcessCoach.

Sales Knowledge Base

Problem: “Time kills all deals” — and for one engineering firm the problem was being unable to quickly answer detailed questions or produce complex quotes. The knowledge lived in someone's head, or was hard to find across file folders and email archives.

Outcome: Proposal response time improved by 10 days, and close rate increased by 25%.

Revenue impact
$500,000

Order & Invoice Entry

Problem: Sales and finance teams processed orders and invoices by hand, creating sales delays that led to customer dissatisfaction and churn. Every product order coming in from clients had to be manually reviewed and checked.

Outcome: Order processing improved by 5 days, and AR time-to-pay was reduced by 15 days.

Cash accelerated in 1 month
$78,000

AI-Powered SOP Playbooks

Problem: Client delivery teams and consultants were building SOP playbooks by hand in Word — a lot of manual effort that limited their ability to scale the business.

Outcome: AI-created playbooks increased the number of clients one consultant can serve by 50%.

Revenue expansion
$600,000/ARR
Proof

An agent a partner built from their own IP

Not a demo environment — a real agent running a partner firm's own process, live in their client's tools.

1:09
ProcessCoach · Run walkthrough
CRM operations

HubSpot update agent

Runs the client's process live in HubSpot through Slack, updating each client's own CRM.

Watch the walkthrough

More partner walkthroughs are being recorded now.

Become a partner

Your expertise. Every client. Still yours.

Let's talk about becoming a ProcessCoach consulting partner — and what you'd turn into an agent first.

Talk with our teamRead the FAQ