ConsultKit

ConsultKit is an AI-driven operating system that qualifies leads, prepares consultants for calls, and produces branded paid audits, enabling one.

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Published on:

June 3, 2026

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ConsultKit application interface and features

About ConsultKit

ConsultKit is a comprehensive AI-powered operating system designed specifically for AI consultants and consulting firms who want to deliver enterprise-grade assessments at scale. The platform addresses a fundamental market gap: while many professionals want to sell AI consulting services, almost nobody has the infrastructure to deliver them effectively. ConsultKit provides that missing infrastructure through a single AI agent named Felix, who runs the entire AI consulting frontend from lead qualification through audit delivery. The platform is built for solo consultants, boutique firms, and agencies who need to compete with larger organizations by producing McKinsey-grade audit reports under their own brand. ConsultKit transforms the traditional consulting model by automating the most time-intensive aspects of client acquisition and discovery. Leads come in 24/7 through branded assessment funnels and qualify themselves without human intervention. Felix handles everything between the lead and the close: generating custom deep audit questionnaires for every stakeholder in the prospect organization, applying knowledge of core business processes across all industry verticals, identifying major bottlenecks, quantifying leaks and losses with transparent ROI calculations, researching how first movers in the industry apply AI and automation, building compelling cases for prospects to invest in the consultant for delivery, and creating detailed audit reports built to convert. AI consultants currently charge between $2,000 and $25,000 for an AI readiness audit, and ConsultKit enables them to produce these deliverables in hours rather than weeks. The platform is free to try for the first 50 users, making it accessible for consultants who want to validate the system before committing.

Features of ConsultKit

Felix AI Agent

Felix is the core AI agent that functions as a complete consulting partner, running the entire frontend of your AI consulting business autonomously. This single agent handles everything from lead qualification through audit delivery, operating 24/7 to capture and process leads from any industry. Felix spins up custom deep audit questionnaires for every stakeholder in the prospect organization, applying comprehensive knowledge of core business processes across all industry verticals. The agent identifies major bottlenecks, quantifies financial leaks and losses with transparent calculations, researches competitive AI adoption patterns, and builds compelling cases for prospects to invest in your delivery services. Felix effectively replaces a team of junior consultants and researchers, collapsing discovery work that traditionally takes weeks into a matter of hours.

Automated Lead Qualification and Assessment Funnels

ConsultKit provides branded assessment funnels that capture and qualify leads automatically around the clock. These funnels are designed to attract prospects from any industry and score them based on fit and readiness. The system eliminates the need for manual prospecting and initial discovery calls by having leads qualify themselves through structured assessments. This automation ensures your pipeline never runs dry, as the system continuously processes incoming leads while you focus on delivery. The funnel is customizable to match your brand identity, making it appear as a native part of your consulting practice rather than a third-party tool.

Deep Audit Questionnaire Architecture

The platform generates comprehensive audit questionnaires mapped to industry-standard frameworks including PCF (Process Classification Framework) and NAICS (North American Industry Classification System). These questionnaires are multi-stakeholder by design, meaning they adapt to different roles within the prospect organization such as CFOs, COOs, and department heads. Felix applies his knowledge of all core business processes across every industry vertical to create questionnaires that uncover specific bottlenecks and opportunities. This depth of questioning transforms what would typically be a superficial discovery process into a thorough diagnostic that reveals root causes rather than surface symptoms.

Financial Modeling and ROI Quantification

ConsultKit includes a sophisticated financial modeling engine that quantifies waste, leaks, and losses within a prospect's operations. The system models ROI with conservative scenarios, stress-tests assumptions, and calculates payback periods for recommended interventions. Every financial projection is transparently shown with calculations, allowing prospects to understand exactly how the numbers are derived. The platform generates tiered engagement packages with clear investment levels, payback periods, and recovery amounts, making it easy for prospects to see the financial justification for moving forward. This feature eliminates the common consulting problem of proposals that lack concrete ROI math.

Use Cases of ConsultKit

Solo AI Consultant Scaling Operations

A solo AI consultant using ConsultKit can operate with the output of a boutique firm without hiring additional staff. The consultant sets up their branded assessment funnel and Felix handles all lead qualification, stakeholder questionnaires, and audit report generation. This allows the solo practitioner to focus exclusively on high-value delivery work while the platform manages the entire frontend of the business. The consultant can take on multiple prospects simultaneously because Felix collapses discovery from weeks to hours. The result is a consulting practice that generates consistent pipeline, produces professional deliverables, and competes effectively against larger firms without the overhead of a team.

Boutique Consulting Firm Standardizing Delivery

A boutique consulting firm with multiple consultants can use ConsultKit to standardize their audit methodology across the entire practice. The platform ensures every engagement follows the same rigorous process, from initial qualification through final report delivery. The firm can brand all materials with their own identity, creating a consistent client experience regardless of which consultant handles the engagement. The system's industry knowledge across all verticals allows the firm to take on clients in unfamiliar sectors without extensive upfront research. This standardization improves quality control, reduces training time for new consultants, and enables the firm to scale its client base without proportional increases in overhead.

Agency Adding AI Consulting as a Service Line

A digital agency or marketing firm looking to add AI consulting to their service offerings can use ConsultKit to enter this market without building expertise from scratch. The platform provides the infrastructure and methodology needed to deliver credible AI readiness assessments immediately. The agency can leverage their existing client relationships while using Felix to handle the technical depth required for AI consulting. The branded assessment funnel integrates seamlessly with the agency's existing marketing and sales processes. This allows agencies to expand their revenue streams and offer higher-value services without the years of experience typically required to establish credibility in AI consulting.

Corporate Innovation Team Evaluating Vendors

An internal innovation or digital transformation team within a large corporation can use ConsultKit to evaluate potential AI consulting vendors objectively. The platform's standardized methodology ensures consistent evaluation criteria across different vendors and proposals. The team can use Felix to generate preliminary audits that benchmark current operations against industry best practices. The financial modeling features help build internal business cases for AI investment with transparent ROI calculations. This use case transforms what would typically be a subjective vendor selection process into a data-driven evaluation that produces defensible recommendations for executive leadership.

Frequently Asked Questions

What exactly does ConsultKit replace in my consulting workflow?

ConsultKit replaces the entire frontend of your consulting business, including lead generation, qualification, discovery research, stakeholder interviewing, financial analysis, and report writing. Specifically, the platform handles branded assessment funnels that capture and qualify leads, deep audit questionnaires for multiple stakeholders, industry research and benchmarking, bottleneck identification with quantification, ROI modeling with transparent calculations, competitive analysis of AI adoption patterns, and the creation of detailed McKinsey-grade audit reports. What traditionally takes weeks of unpaid research and multiple team members can now be accomplished in hours by a single operator using the platform.

How does Felix customize audits for different industries?

Felix applies comprehensive knowledge of all core business processes across every industry vertical to create customized audits. The platform uses industry-standard frameworks including PCF (Process Classification Framework) and NAICS codes to structure questionnaires and analysis. When a prospect enters the system, Felix pulls their public footprint including filings, LinkedIn presence, and web intelligence. The industry analyst agent maps sector trends, regulatory pressures, and benchmark data specific to that vertical. This multi-layered approach ensures that an audit for a manufacturing company looks fundamentally different from one for a professional services firm, even though both follow the same rigorous methodology.

What does the final audit report include and how is it branded?

The final audit report is a comprehensive McKinsey-grade document that includes nine sections: problem identification, method and approach, findings based on response analysis, detailed recommendations with roadmap, tiered engagement packages with investment levels and payback periods, investment and ROI calculations, next steps, about the consultant section, and appendices. The report includes visual elements such as radar charts, process maps, flowcharts, and tier cards. Every report is packaged under your brand with your logo, colors, and styling. The platform produces anti-slop content that avoids generic AI writing and instead delivers specific, actionable insights that convert prospects into clients.

How does the pricing work and what is the current offer?

ConsultKit is currently free to try for the first 50 users only, making this a limited-time opportunity for early adopters. The standard pricing structure is based on the value consultants can generate through the platform, with AI consultants typically charging between $2,000 and $25,000 for a single AI readiness audit. The platform enables you to produce these audits in hours rather than weeks, dramatically increasing your capacity and revenue potential. The free trial gives you full access to all features including the Felix AI agent, branded assessment funnels, multi-stakeholder questionnaires, financial modeling, and report generation. This offer is explicitly limited to the first 50 customers, after which standard pricing will apply.

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