AI Secret Consulting Agent

What Does It Do?

The Secret Consulting Agent eliminates hours of manual research by preparing detailed, insight-driven reports for every client meeting—automatically. Built on n8n, GPT, Relevance AI, Perplexity.ai, Apify, and integrated with LinkedIn, Trustpilot, and Calendly, this agent:

  • 🔔 Triggers on Booking: Activates automatically when a new meeting is scheduled via Calendly.
  • 👤 Scrapes LinkedIn: Gathers a lead’s profile, work history, and recent activity using Relevance AI.
  • 🏢 Analyzes the Company: Conducts web-wide research to understand the company’s size, goals, competitors, and recent news.
  • 💬 Surfaces Pain Points: Detects and highlights issues from negative reviews, public posts, and online forums.
  • 💡 Suggests Solutions: GPT evaluates findings and recommends personalized strategic approaches.
  • 📄 Delivers Reports: Generates and sends structured, actionable reports directly to your inbox.

Who Is It For?

  • Consultants & Business Advisors who want to walk into meetings fully informed.
  • Sales & Growth Teams closing high-value leads with context-rich proposals.
  • Executive Coaches & Strategists needing pre-session insights and background data.
  • Agencies & B2B Firms aiming to impress clients through research-backed personalization.

Why Your Business Needs It

🕵️ In-Depth Intelligence: Gain access to deep prospect data without lifting a finger.

🚀 Improve Conversions: Speak directly to each lead’s challenges from the start.

📈 Build Instant Trust: Show your clients you’re prepared, insightful, and strategic.

📩 Zero Manual Prep: Automatically receive detailed briefs before every meeting.

Save Time, Gain Edge: Focus on selling, not Googling.

Client Review

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Brandon Hayes
Consulting Partner, Los Angeles
These reports feel like I have a research analyst working for me full-time. I walk into every call informed and confident—and my close rate shows it.
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