A 20-person Québec consulting firm brings client work into one connected workflow.

The business: consulting depends on shared client context

This Québec-based business consulting firm specializes in sales and business development. Its 20 employees work in a hybrid model. Coordinating client work requires keeping conversations, commitments and next steps accessible to the people involved.

The firm’s identity is withheld. This story focuses on its operating workflow, rather than identifying its employees, collaborators or clients.

Before: useful tools, disconnected information

In its previous setup, the firm handled client communications through a VoIP system and used Claude, ChatGPT and Copilot alongside HubSpot, Notion and a separate scheduling application. Sales tracking also lived in Excel spreadsheets. Follow-up notes were often reconstructed from memory.

According to the account provided for this case study, these tools were not connected within the firm’s workflow. Consultants spent time gathering information and reconciling updates across systems before they could move a client file forward.

The consequences were practical: slow onboarding, complex working steps and difficulty keeping tasks, follow-ups and progress notes centralized. Information existed, but assembling a useful view of a client required extra work.

After: the client card becomes the working reference

The firm brought calls, transcripts, post-call AI coaching, notes and tasks into Reach Central AI. AIPM, the AI project manager, supported project work connected to the same client context. The client card became the shared reference for these activities.

The team describes this connected workflow as easier to manage. Instead of repeatedly collecting updates, consultants could devote more of their time to advancing client work and taking on additional clients.

The implementation described here focuses on connecting client communications and follow-up work inside Reach Central AI. The client card provides the context for the team’s day-to-day coordination.

One engagement: from finding a lead to completing the work

The firm provided an example of winning a lead found through lead search and completing the engagement with the AI planner and three AI department specialists. The client name, project details and specialist roles remain private.

1. 01Find a lead

   The firm used lead search to identify a prospect that became a client. No prospect identity, search criteria or conversion rate is disclosed.

2. 02Keep the conversation and next steps together

   Its working setup connected calls, transcripts, coaching, notes and tasks to the client card, giving the team one reference for the client context.

3. 03Plan the work

   The team used the AI planner and AIPM for task and project coordination as the client engagement progressed.

4. 04Use specialist support through delivery

   The firm added three AI department specialists and reported completing the engagement with their support. The specialists supported the team alongside its AI planning tools.

The team’s perspective

Editorial summary of the account supplied for this case study.

The central benefit described was being able to work from connected client context: less time gathering information and updates, and more time progressing the work clients had entrusted to the team.

Source and confidentiality

This article was prepared by Reach Central AI from information supplied for the case study. Business and client identities are withheld. Operational observations and outcomes are reported information, not independently audited results. The product image uses sample data and is not evidence of this firm’s activity.

Questions about this case study

Explore the tools in this workflow

• Client cards
• AI planner and projects
• Sales Central