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For consulting firms

The relationship starts before the contact form.

Cloop identifies every firm that visits, starts the relationship with context, routes to the right partner by industry and practice, and keeps relationships warm across 3–12 month cycles. The partner runs the pitch, Cloop makes sure the right one is in it.

In one sentence

Cloop recognizes the visiting firm and routes to the right partner. It keeps the relationship warm across the 3–12 month cycle, so the partner walks into a meeting, not a cold first call.

Off your thought leadership · Practice + industry-aware · Strategic market signal

The funnel reality

Partner-led firms lose the first relationship online.

The relationship no longer starts in a meeting room. It starts on your website, and most partner-led firms have no way to capture it. By the time the Contact Us form is filled, if it ever is, the shortlist is already made.

  • 01

    The relationship starts before the contact

    70% of B2B buyers research anonymously before reaching out. For consulting firms, this means prospective clients are forming opinions about your partners, your practices, and your expertise before you know they exist. By the time they contact you, the shortlist is already made.

  • 02

    Thought leadership alone doesn't convert

    A partner publishes a substantive article. A target-account CFO reads it, reads two more, checks the team page, and leaves. Under the current model, your firm has no idea this happened. The content did its job. The firm dropped the hand-off.

  • 03

    Wrong partner kills the engagement

    A manufacturing CFO wants the industrial practice lead. A SaaS founder wants the tech practice. If the contact form routes them to a generalist, trust is eroded before it's built. The engagement moves to the firm that got the routing right.

Today vs With Cloop

Same visitor. Same articles. Two different outcomes.

Today vs With Cloop, side-by-side comparison with step-by-step Cloop explanation Two vertical panels. The left panel TODAY (muted grey) stacks the same visitor journey, article one, article two, team page, article three, and a ghosted Gone outcome. The right panel WITH CLOOP (deep burgundy) reveals four steps one at a time with three-second pauses: Visitor arrives, Cloop recognizes, Smart routing, Brief + Book. Each step is accompanied by a speech bubble to its right explaining what is happening and how. When the next step activates, the previous bubble dims to a muted persisted state but stays visible. The fifth band is the Relationship started outcome. A VS badge sits between the two panels. TODAY your current funnel STEP 01 Article 1 read STEP 02 Article 2 read STEP 03 Team page checked STEP 04 Article 3 read OUTCOME Gone. No conversation. VS WITH CLOOP the relationship starts here STEP 01 Visitor arrives CLOOP EXPLAINS A target-account CFO arrives from LinkedIn and starts reading your thought leadership. STEP 02 Cloop recognizes CLOOP EXPLAINS After two articles, Cloop opens a contextual conversation referencing what they read. STEP 03 Smart routing CLOOP EXPLAINS Routed to the partner whose practice, industry, and company size match. No qualification misfires. STEP 04 Brief + Book CLOOP EXPLAINS Calendar + CRM synced in real time. Partner brief ready before the call ever begins. OUTCOME Relationship started. Right partner. Warm context.

Content does its job. Without Cloop, the firm drops the hand-off.

The weekly loss
~6h / consultant

of billable time lost every week to qualification friction

Every consultant in a partner-led firm quietly loses roughly six hours per week to the work Cloop removes, triaging generic Contact-Us inquiries, manually researching prospects who already read three articles, background-briefing cold first calls, chasing lost context on long-cycle accounts, and keeping 6-to-9-month relationships warm by hand. Multiply six hours by ten consultants across forty-eight working weeks: 2,880 hours a year, the equivalent of 1.5 full-time hires, burning in the margins.

Partner-led

The relationship starts right, and stays warm.

Five shifts in how the first-touch and long-cycle engagement work. Each one compounds on the previous, partner chemistry stays intact; the funnel around it gets the layer it was missing.

  1. 01 Partner routing by practice, industry, and company size

    A manufacturing CFO reaches the industrial practice lead. A SaaS founder reaches the tech practice. An M&A inquiry routes to the corporate finance partner. No more contact form misrouting.

  2. 02 Thought leadership context carried into the conversation

    Cloop knows the visitor read your M&A integration article, your post-deal value capture piece, and a case study. The opening message references what they just read, natural continuation, not a disconnect.

  3. 03 Engagement-ready briefing for the partner

    When the meeting is booked, the partner receives a full brief: visitor identity, company context, articles read, stated challenge, budget signals, timeline. The 15-minute first call becomes a substantive first conversation.

  4. 04 Relationship warmth for 6+ months

    Consulting sales cycles run 3-12 months. The follow-up agent keeps the relationship warm across that timeline, relevant case studies, partner introductions, industry updates, personalized, paced, pauses when the prospect re-engages.

  5. 05 Strategic intelligence on your market

    The deepest value. Your firm learns which industries visit most, which articles actually convert, which topics resonate with which segments, which questions prospects ask that your content doesn't answer. Thought leadership strategy moves from partner intuition to market-validated data.

One AI, five agents

Orchestrated for the consulting engagement cycle.

Cloop orchestrates five specialized AI agents across the consulting buyer journey, from first thought-leadership view to signed engagement. Each agent activates at the right moment, with the right context.

  1. AGENT 01 Welcome agent

    Recognizes the firm, identifies the practice area and industry signals from page journey, greets with context.

  2. AGENT 02 Sales agent

    Qualifies by practice-specific logic, M&A needs different questions than ops improvement, strategy, or people advisory.

  3. AGENT 03 Booking agent

    Routes to the right partner by practice, industry, company size, and region. Protects partner calendars from mismatched leads.

  4. AGENT 04 Customer Care agent

    Serves existing engagement clients asking about other practices, surfaces cross-sell and multi-practice opportunities.

  5. AGENT 05 Follow-up agent

    Keeps the relationship warm across 3-12 month cycles. Personalized touchpoints, not generic nurture. Pauses the moment the prospect re-engages.

Partners run the pitch. Cloop ensures the right partner is in the pitch.

In practice

Four consulting scenarios where Cloop fits.

These are illustrative scenarios, not specific customer cases, but they represent the real patterns Cloop is built for in consulting.

Partner routing decision tree, practice area, industry, and company size converge on a matched partner From a Visitor arrives node at the top, Cloop branches into three routing dimensions, practice area (M&A, operations, technology, people, strategy), industry (manufacturing, financial services, technology, healthcare), and company size (enterprise, mid-market, upper SMB). The dimensions converge into a single matched-partner node, shown with an illustrative example of an industrial-practice partner specializing in mid-market manufacturing. Below that, an outcome line reads meeting booked, partner briefed, relationship started. INPUT Visitor arrives PRACTICE AREA • M&A • Operations • Technology • People • Strategy INDUSTRY • Manufacturing • Financial services • Technology • Healthcare COMPANY SIZE • Enterprise (€1B+) • Mid-market (€100M–1B) • Upper SMB (€10M–100M) MATCHED PARTNER Industrial practice · Mid-market manufacturing illustrative match, not a real partner Meeting booked · Partner briefed · Relationship started
  1. Boutique strategy · Thought leadership Ten partners. Substantive content. Pipeline that vanishes.

    A boutique strategy firm publishes Harvard Business Review-caliber content monthly. The right firms read it, traffic is solid, article engagement is high. But conversion stops at a Contact Us form that gets 12 submissions a month, most generic. Cloop identifies every reader, starts a conversation about the article they just finished, routes to the partner who authored it or the closest match, and generates 40 qualified conversations per month, from the same traffic.

  2. Industrial · Multi-practice Five practices. One contact form. Misrouted inquiries.

    A mid-size consulting firm runs five practice areas (M&A, operations, technology, people, strategy). The current contact form goes to a shared inbox, a partner triages manually, days after the inquiry arrived. Cloop routes by the practice signals in the conversation: "post-merger integration" lands in M&A, "supply chain costs" lands in operations, "talent strategy" lands in people. The right partner responds in minutes, not days.

  3. Nordics · Multilingual Helsinki firm. Swedish and Danish clients. Finnish contact form.

    A Helsinki-based consulting firm serves clients across the Nordics. Their website offers content in English, but their contact form is still Finnish. Swedish and Danish prospects close the browser rather than struggle through a language barrier at the moment of first contact. Cloop runs natively in Finnish, Swedish, Danish, and English, conversations happen in the prospect's preferred language, and the partner receives the transcript in both the original language and English.

  4. Long cycle · Relationship warmth Nine months from first article to signed engagement.

    A corporate finance consulting firm's typical cycle runs nine months from first thought-leadership view to signed SOW. Across those nine months, the prospect drifts in and out of attention. Manually tracking who to send what when is a full-time job no one has. Cloop's follow-up agent maintains contact: a new article at month two, a relevant case study at month four, a partner introduction at month six, paced, personalized, pausing when the prospect engages, ready for the partner when they're ready to meet.

Strategic intelligence

What your market is actually asking.

The deepest value of Cloop for consulting firms is strategic intelligence. Your firm finally learns what your market actually asks, reads, and responds to. Thought leadership strategy moves from partner intuition to market-validated data.

  1. WHICH INDUSTRIES
    visit your site most often
  2. WHICH ARTICLES
    convert visitors into conversations
  3. WHICH TOPICS
    resonate with which segments
  4. WHICH QUESTIONS
    your content doesn't yet answer
  5. WHICH PRACTICES
    are under-represented in demand

Next quarter's thought leadership agenda, validated by this quarter's visitor signal.

How Cloop fits

Partners run the pitch. Cloop runs the funnel around it.

Cloop starts the relationship at first click, keeps it warm across the cycle, ensures the right partner is in the pitch, and feeds your firm strategic intelligence about what the market is asking. Partners run the pitch. Partners win the engagement. Cloop makes sure the opportunity is still there when the partner is ready.

Pricing is transparent, no enterprise negotiation cycles, no custom-pricing reveals.

See pricing

Try it yourself

See Cloop on your actual consulting site.

Thirty minutes. We'll walk through partner routing, thought-leadership conversion, and the market-intelligence read, on your actual website and practice mix.