Cloop for Consulting & Advisory

Understand what a prospective client needs before the first meeting.

Cloop helps visitors explore your expertise, explain their situation and take a relevant next step. Your team can continue with the goals and questions the client has already shared.

Book a demo See how it works

Who this is forFor consulting and advisory firms selling expertise through conversations, discovery meetings and tailored proposals.

Clients describe a problem. Your website lists services.

A prospective client may not know which service fits their situation. They want to understand whether you can help, what working together involves and how to begin. A generic contact form leaves much of that conversation for the first meeting.

How it works

From the first question to the next sales action.

Explain the relevant services
Answer questions using your approved service descriptions, working methods and published expertise.
Understand the client’s situation
Help the visitor explain the goal, current challenge and timing, without turning the conversation into a long questionnaire.
Prepare the next conversation
Keep the questions and stated needs available in Sales Workspace so your team can prepare a relevant reply or meeting.

For your team

Give each team a useful next step.

Partners & consultants

Prepare around the client’s goal and questions instead of opening every meeting with the same background questions.

Business development

Use the shared context to decide how to continue the conversation and which expertise to involve.

Marketing

Help visitors move from an article or service page to a conversation about their own situation.

Build your setup

Choose the tools for your buying journey.

Sales Workspace is the core view for every Cloop user. Marketing Automation and Commerce are paid add-ons.

Website conversations

Website AI Agent

Answer questions from approved sources and understand what the visitor needs.

Explore Website AI Agent

Core view for every user

Sales Workspace

Bring customer context, sales tasks and next actions together.

Explore Sales Workspace

Paid add-on

Marketing Automation

Add email sequences and workflows. Canvas for adaptive website content is part of the same paid module.

Explore Marketing Automation

View pricing and implementation scope →

Where to start

Start with one clear use case.

Start with one service area, your approved service descriptions and a clear definition of a useful first meeting. Agree which questions belong online and which need a consultant.

Review security and data handling →

Questions before you start.

Can Cloop explain specialist services?

The website agent uses your approved sources. Define the service information it can explain and the situations that require a consultant’s judgement.

Do visitors have to complete a long questionnaire?

The goal is a useful conversation. Agree a small set of relevant questions and leave detailed discovery to your team.

Can we add follow-up emails later?

Yes. Email sequences and workflows are part of the paid Marketing Automation add-on. Start with the website use case and agree the follow-up scope separately.

Let’s make it specific