BUSINESS SERVICES

Scalable growth for consulting & service firms

Unlock scalable client acquisition with AI-managed prospecting for service-based businesses. CoPilot AI’s agents pinpoint high-fit prospects, engage them with personalized messaging, and build a pipeline of long-term partnerships.

BUSINESS SERVICES

Win Your Next High-Value Client

CoPilot AI’s team of AI agents identifies and engages decision-makers with a genuine need for your services, turning outbound into a consistent growth engine.

Strategy Agent

Defines your highest-value clients and builds a LinkedIn outbound strategy designed for scalable, repeatable growth.

Targeting Agent

Pinpoints high-fit companies and decision-makers using market signals, then launches value-driven campaigns tailored to your service offering.

Reply Agent

Engages prospects in personalized conversations and books qualified meetings directly into your calendar.

ROI calculator

Estimate your projected pipeline, revenue, and ROI in minutes.

Your sales details
CoPilot AI Plan
Average deal value $12,000
$1k$25k$50k$75k$100k+
Average sales cycle 4 months
03 mo6 mo9 mo12 mo
Deals closed per 10 qualified meetings 2
135710
LinkedIn Sales Navigator
Projected ROI over
Total Revenue
Total Cost
Deals Won
ROI — 6 months
"I’m always thinking about different ways to connect with entrepreneurs and founders and for me, I like having CoPilot AI be this solution I can depend on. I probably cannot tell you any other software I’ve ever used that’s giving me such a direct ROI."
Jason Malki
Founder & CEO @ StrtupBoost

"The best part is I can set it and forget it. I let it run in the background and wait until people come through who are ready to talk. I genuinely use CoPilot AI as if it’s my BDR and that’s how I’ve structured my entire sales organization so far."

Greg Wise
Co-founder @ OneScreen AI

"CoPilot AI is incredible. Since our ICP lives on LinkedIn, it's the perfect way to start conversations without getting lost in an email echo chamber. It works. It's easy to use. It converts meetings."

Eric Kerkes
Director, GTM @ Pursuit

"Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets. It basically works for me in the background as I carry on with my normal day."

Sheena Schreiner
Investment Advisor @ Wellington-Altus

"Before CoPilot AI, I wasn't connecting with C-suite executives on a national basis. Leaders in companies that had $35 million to $20 billion in annual revenue was my bread and butter. I didn't want to limit myself to networking events – but instead, scale at a national level."

Karen Brown
CEO @Exponential Results

"In just 6 months, I've had 200 introductions which has led to at least 70 meetings. And of those, I've closed seven new client households with a total of 21 policies. CoPilot AI brings me extra introductions every week that I just wouldn’t be able to get in-person or manually."

Aaron Curry
Partner @ Catalyst Finance Group

"Despite building my company from scratch with 2 business partners since last June, we're projected to hit $800,000 revenue by the end of this year, relying solely on CoPilot AI for my outbound outreach."

Chantil Ellenburg
Co-owner @ Tradewize Recruiting

"Time is really on your side when you're working with CoPilot AI. I used to spend hours and hours on phone calls to nowhere. And with CoPilot AI, I have been able to target effectively. The people I get a hold of are actually, truly interested."

John S. Simpson Jr.
Senior Market Strategist @ Walsh Trading

"I think CoPilot AI does a great job at alleviating all the cumbersome work of prospecting. For a BDR, it's a blessing. A lot of teams still do it manually because they don't have a tool in place."

Anthony D'Silva
Team Lead, Business @Humi Soft Inc.

"Although it's been only 4 months since I started using the platform, business generated through CoPilot AI has grown into 10% of my overall revenue. More importantly, Im getting higher quality leads that refer me to other leads, that refer me to others. It's like a domino effect."

Jim Shagawat
Partner Advisor @ Advice Period

"I've booked 33 meetings & 9 warm leads in just over 60 days. I've even managed to lower my cost per lead to just shy of $18. I wouldn’t be able to achieve anywhere near this prior to CoPilot AI."

Xavier Chang
Principal Consultant @ XC Consulting LLC

"The platform gets better and better. There seems to be a critical mass aspect to CoPilot AI. My search lists are getting better, and my account is becoming more established. I've gotten 40 new connection replies within the last couple of days."

Damir Geljo
VP, Sales @ Omnigence Asset Management

"We've grown tremendously. We grew in 2020, 30%, 2021, 33%, and 2022, 65%. And we have no sales department. I watch a baseball game late at night. I turn on CoPilot AI every night and I go through for about a half hour and I respond to everyone. Can't get easier than that."

John Durante
Principal @ Risk Logic Inc.

Frequently asked questions

Still have questions? Book a free consultation and we would be happy to answer.

How do consulting firms and agencies use AI for sales prospecting?

Consulting firms and agencies are increasingly turning to AI for sales prospecting to solve one of their biggest growth challenges: finding and engaging qualified decision-makers consistently, without relying on referrals or overstretching their team. CoPilot AI automates the most time-consuming parts of outbound sales, prospect sourcing, personalized outreach, and follow-up sequences, so business development doesn't stall when your team is heads-down on client work. Rather than replacing human relationship-building, AI prospecting tools handle the top-of-funnel work so your team can focus on the conversations that actually close deals.

What is the best way to scale a consulting business without adding headcount?

Scaling a consulting business without hiring is one of the most common challenges service firms face, and it's where sales automation delivers the most leverage. CoPilot AI gives consulting firms, MSPs, and professional services teams a way to run consistent, personalized B2B outreach at scale without needing a full business development team behind it. By automating prospect sourcing and outbound sales sequences, CoPilot AI expands your pipeline capacity while keeping your existing team focused on delivery and client relationships, the work that actually drives revenue and retention.

What is B2B lead generation for service-based businesses, and how does AI improve it?

For service-based businesses, B2B lead generation means consistently reaching the right decision-makers, not just filling a database with contacts. Traditional approaches, like cold calling lists or waiting on referrals, are slow and unpredictable. AI-powered B2B lead generation tools like CoPilot AI change that by identifying high-fit prospects based on role, seniority, industry, and behavioral signals, then executing personalized outbound outreach automatically. The result is a more reliable pipeline of qualified conversations, shorter sales cycles, and a business development engine that runs even when your team is focused on servicing existing clients.