ConsultKit

ConsultKit turns one operator into a boutique AI consultancy by automating lead qualification, briefing, and paid audit delivery.

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Published on:

June 3, 2026

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ConsultKit application interface and features

About ConsultKit

ConsultKit is the first dedicated operating system for AI consultancy, designed to solve the fundamental problem that almost nobody selling B2B AI services has the infrastructure to deliver them at scale. It is a complete frontend and delivery engine that allows a single operator to produce the output of a boutique consulting firm. At its core is Felix, an AI agent that runs your entire consulting frontend, from lead qualification through to the delivery of a comprehensive, McKinsey-grade audit report. The product is built for solo AI consultants, boutique firms, and agencies who want to sell AI readiness audits to any business, in any industry vertical, without the traditional overhead of weeks of unpaid research, ghosted proposals, and feast-or-famine pipeline cycles. ConsultKit collapses the discovery process from weeks to hours by automating every step of the sales and delivery workflow. Leads come in 24/7 through your branded assessment funnel and qualify themselves. Felix then handles everything between the lead and the close: he spins up custom deep audit questionnaires for every stakeholder in the prospect organization, applies his knowledge of all core business processes across all industry verticals, identifies major bottlenecks, quantifies leaks, losses, and ROI with visible calculations, researches how first movers in the industry are applying AI, builds a case for the prospect to invest in you for delivery, and creates a detailed audit report packaged in your brand. For AI consultants charging between $2,000 and $25,000 per audit, ConsultKit replaces the starvation period with a scalable, automated pipeline that never sleeps.

Features of ConsultKit

Felix: Your Automated Frontend Agent

Felix is the single agent that runs your entire AI consulting frontend. He handles everything from the moment a lead enters your branded assessment funnel to the delivery of a closed audit report. He qualifies leads automatically, spins up custom deep audit questionnaires for every stakeholder in the prospect organization, and applies his knowledge of all core business processes across every industry vertical. Felix identifies major bottlenecks, quantifies leaks and losses with full ROI calculations, researches how first movers in the industry are applying AI, and builds a persuasive case for the prospect to invest in you for delivery. This eliminates the need for weeks of unpaid discovery work and ensures you never walk into a call unprepared.

Multi-Stakeholder Deep Audit Questionnaires

ConsultKit generates tailored, deep audit questionnaires for every stakeholder within a prospect organization. Instead of sending a generic survey, Felix creates targeted questions that address the specific pain points, responsibilities, and perspectives of each stakeholder, from the CFO to the operations manager. This ensures you capture a 360-degree view of the business's challenges and opportunities. The system maps these questionnaires to PCF (Process Classification Framework) and NAICS (North American Industry Classification System) standards, ensuring comprehensive coverage of all core business processes. This depth of discovery builds trust and positions you as a serious, systematic consultant from the first interaction.

McKinsey-Grade Audit Report Generation

The system automatically produces a detailed, professional audit report built to convert. The report is structured with a Situation-Complication-Resolution (SCR) narrative, includes nine sections covering problem identification, analysis, research, findings, recommendations, engagement packages, investment and ROI, next steps, and about the consultant. It features radar charts, process maps, flowcharts, and tiered engagement package cards. The report is packaged entirely in your brand, making it look like the output of a top-tier boutique firm. This eliminates the weekends spent manually building reports and ensures every prospect receives a consistent, high-quality deliverable that justifies premium pricing.

Built-In Pipeline and Lead Qualification Engine

ConsultKit captures qualified leads from any industry while you sleep. The branded assessment funnel automatically scores and qualifies prospects based on their responses, ensuring you only invest time in serious opportunities. The system includes a dashboard where you can manage clients, view assistant activity, and track the status of every audit. Felix also briefs you for every call by pulling the prospect's public footprint, including filings, LinkedIn data, and web intelligence, along with industry benchmarks and competitive analysis. This means you never enter a meeting without a complete understanding of the prospect's business, their market position, and the specific opportunities for AI intervention.

Use Cases of ConsultKit

Solo AI Consultants Scaling Their Practice

A solo AI consultant can use ConsultKit to operate like a firm of ten. The system handles lead generation, qualification, deep discovery, research, and report writing, freeing the consultant to focus on high-value activities like closing deals and delivering projects. The consultant can target multiple industries simultaneously without needing to become an expert in each one, as Felix applies his knowledge of all verticals. This transforms the consultant's business model from a 30-day starvation period between closes to a continuous, automated pipeline that generates qualified leads and ships paid audits under their own brand.

Boutique Consulting Firms Expanding Service Offerings

A boutique consulting firm can integrate ConsultKit to add AI readiness audits as a new, scalable service line. The system allows the firm to offer a standardized, high-quality audit product that can be sold to a wide range of clients without requiring senior consultants to spend weeks on discovery. The tiered engagement packages (Quick Wins, Core Build, Transformation) provide clear upsell paths from a low-cost entry point to a full transformation engagement. This creates a predictable revenue stream and serves as a lead generation engine for the firm's higher-margin implementation and strategy services.

Agencies Adding AI Consulting to Their Portfolio

Digital marketing or technology agencies can use ConsultKit to immediately offer AI consulting to their existing client base. The branded assessment funnel can be integrated into the agency's website, and the audit reports are packaged in the agency's brand, making it a seamless extension of their service offering. Felix handles the technical heavy lifting of analyzing business processes and quantifying ROI, which the agency can then use to cross-sell implementation services. This allows agencies to capture a new revenue stream without needing to hire specialized AI consultants or invest months in building the required infrastructure.

Internal Innovation Teams Proving AI Value

Corporate innovation or IT teams can use ConsultKit to build a business case for AI investments within their own organization. The system can run audits on different departments or business units, identifying bottlenecks, quantifying losses, and modeling the ROI of potential AI solutions. The detailed, McKinsey-grade reports provide the data and narrative needed to secure executive buy-in and budget. This use case allows internal teams to move from theoretical discussions about AI to concrete, data-backed proposals that demonstrate clear payback periods and recovery amounts, accelerating the adoption of AI across the enterprise.

Frequently Asked Questions

What is ConsultKit and how does it work?

ConsultKit is an operating system for AI consultancy that automates the entire frontend and delivery process. It uses a single AI agent, Felix, to run your branded assessment funnel, qualify leads, generate custom deep audit questionnaires for every stakeholder in a prospect organization, analyze responses, identify bottlenecks, quantify ROI, research industry trends, and produce a complete, professional audit report under your brand. You simply set up your brand, define your target industries, and turn on the system. Felix handles the rest, from lead capture to report delivery, collapsing weeks of work into hours.

Who is ConsultKit for?

ConsultKit is designed for solo AI consultants, boutique consulting firms, and agencies who want to sell AI readiness audits at scale. It is ideal for anyone who wants to offer B2B AI consulting but lacks the infrastructure to deliver discovery, research, and reporting efficiently. The system is also useful for internal innovation teams looking to build data-backed business cases for AI investments. It is built for operators who want to move from a feast-or-famine pipeline to a continuous, automated system that generates qualified leads and ships paid audits under their own brand.

How does the audit report generation work?

The audit report is generated automatically by Felix after analyzing all stakeholder responses. The system uses a Situation-Complication-Resolution (SCR) narrative structure and produces nine sections: problem identification, analysis, research, findings, recommendations and roadmap, engagement packages, investment and ROI, next steps, and about the consultant. The report includes visual elements like radar charts, process maps, flowcharts, and tiered package cards. It is packaged in your brand with your logo, colors, and style. You can review, edit, and export the draft before sharing it with the prospect.

What kind of pricing can I charge for the audits?

AI consultants using ConsultKit typically charge between $2,000 and $25,000 for an AI readiness audit. The system supports this by generating tiered engagement packages (Quick Wins, Core Build, Transformation) with clear investment amounts, payback periods, and recovery values. For example, a Quick Wins package might be priced at $8,485 with a 2-month payback, while a Transformation package could be $71,500 with an 11-month payback. The financial modeling and ROI calculations built into the reports justify these premium prices by showing the prospect exactly what they will recover from their investment.

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