Marketing Automation Consultants
Automations for consultants that do the follow-up for you
Most consultants lose leads to slow or forgotten follow-up, not to better competitors. We map how a client becomes a customer in your business and automate every repeatable step: instant replies, discovery call reminders, review requests, rebooking and reactivation.
Serving consultants anywhere in the US. No contracts.
Why choose Ideally for marketing automation for consultants
What gets in the way
- Pipeline depends on referrals that come and go
- Proposals sit unanswered
- Thought leadership never turns into leads
How we help
- New leads get a text and email within seconds, even when everyone is busy.
- Multi-step follow-up runs on its own until the lead books, and your team only steps in when it matters.
- Review requests, rebooking reminders and seasonal campaigns go out automatically at the right moment.
What’s included in marketing automation for consultants
Speed-to-lead
Every new client inquiry gets an instant, personal reply.
Nurture sequences
Text, email and voicemail follow-up until the lead books or opts out.
Discovery call reminders
Confirmations and reminders that cut no-shows and last-minute cancellations.
Review requests
Ask happy customers for a review at the right moment, every time.
Rebooking and reactivation
Bring past clients back for workshops and retainers.
Team handoffs
Assign leads, create tasks and notify the right person automatically.
How we set up marketing automation for consultants
- 1
A client fills out your form for strategy consulting
- 2
They get a text and email within seconds and your team is notified
- 3
Reminders go out before the discovery call, so they show up
- 4
After the job, a review request goes out and a rebooking reminder is scheduled
More for consultants
Automations works best alongside the rest of Ideally, on one platform.
Everything for consultantsMarketing Automation for Consultants: common questions
Still unsure? Book a call and ask us anything.
Book a callDo you work with consultants anywhere in the US?
Yes. Ideally works with consultants nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is Marketing Automation for consultants different from a generic setup?
We build around how consultants win business: the discovery calls you book, the clients you serve, and services like strategy consulting and operations consulting.
Do you build the automations or do I?
We build them for you, test them and adjust them as your business changes.
Can automations connect to my other software?
Yes. Ideally connects natively to many tools and to thousands more through Zapier and webhooks.
See what we would build for your business
A 30-minute call. We look at how clients reach you today and show you what we would set up first.
No contracts. Cancel anytime.