For consulting firms, email triage automation projects are typically fixed price, starting around $3,500 for foundational setups. The exact cost depends on your specific workflow complexity, such as the number of inboxes, client types, and existing CRM integrations. We provide a precise quote after a complimentary systems audit.
We conduct a deep dive into your firm's current email workflows, analyzing inbound client queries, internal project updates, and lead generation messages. We identify repetitive manual tasks in your triage process, pinpointing exactly where automation can save your team time.
Our team designs and implements custom automation rules to categorize, tag, and route emails based on sender, keywords, and urgency. This includes setting up automatic forwarding for client support tickets or flagging high value sales inquiries directly into your CRM.
We integrate the new email triage system seamlessly with your existing email platform and other tools, such as your project management software or CRM. We provide training for your team, ensuring smooth adoption and immediate time savings for your consultants.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit