Proposals take hours
Pulling up a template, adapting it to the context, reformatting: the content is quick to decide, the formatting is slow.
Consultants & agencies
Your time sells. Your admin does not.
Prospects to qualify, proposals to write, notes after meetings, follow-ups to keep: hours that appear on no invoice. Sania prepares them, you approve them.
One file per clientCRM kept up to dateNothing sent without approval
Direct answer
For an independent consultant or an agency, Sania takes on commercial admin and client follow-up. It qualifies incoming enquiries and drafts a reply matched to the need expressed, prepares the CRM record and offers a slot from your real availability, identifies what needs to follow a meeting and writes the follow-up email, then drafts reminders on proposals that have gone unanswered. It can also prepare the agency's LinkedIn posts through the Community Manager service. Every item is submitted for approval before it is sent or published.
The real problem
Non-billable time is the real cost of consulting.
Nobody bills for writing a proposal, for the notes after a meeting or for the third follow-up. That time exists all the same, and it always comes from the same place.
The post-meeting moment evaporates
A good meeting produces a list of actions. Without notes sent straight after, the momentum drops.
The pipeline is out of date
The CRM gets filled in on Friday, from memory, or not at all. A wrong pipeline is worth less than an empty one.
Prospecting stops when work comes in
On a project, you stop prospecting. Three months later the pipeline is empty — the classic consulting cycle.
The workflow
A prospect writes. The reply and the follow-up are ready together.
The value is not only the reply: it is that the CRM record and the proposed slot are prepared at the same time.
Qualify
Sania extracts the need expressed, the context, and what is missing before you can position yourself.
Reply
A reply is drafted in your tone, with scoping questions rather than a generic promise.
Organise
CRM record prepared and a slot offered from your real availability, with no calendar ping-pong.
You approve
You read it, adjust the positioning, and send.
After the meeting, where projects are won
A finished meeting leaves commitments made out loud. Sania drafts the follow-up email covering what you tell it, updates the client record and proposes a dated reminder if the ball is in the prospect's court. The proposal itself is prepared from your templates: pricing and positioning stay decisions you make.
What it touches
The pipeline, the calendar and the agency's presence.
For an agency, one point matters as much as sales: keeping a regular presence without spending every Friday afternoon on it.
Your CRM
HubSpot, Pipedrive, Notion or Airtable: the pipeline stays current without end-of-week data entry.
All integrations →Your calendar
Google Calendar, Outlook or Calendly: the slots offered come from your real availability.
The assisted calendar →Follow-ups
An unanswered proposal is spotted and the reminder is drafted according to how long it has been.
Sales follow-ups →LinkedIn presence
The Community Manager service prepares and schedules the agency's posts, submitted for approval.
The AI community manager →What protects you
Your name is on the proposal. Not the assistant's.
In consulting, what goes out carries the consultant's credibility. Approval is not friction, it is the product.
Nothing sent without approval
Replies, proposals and posts are prepared and submitted. Deciding to send stays a human action.
No automatic pricing
The price of an engagement depends on context, risk and your positioning. Sania prepares the structure, not the number.
No guarantees given
Sania makes no commitment or guarantee on your firm's behalf in a commercial proposal.
Separation between clients
One client's information serves that client's follow-up. Separation is part of the initial setup.
Data protection →No data resold
Your exchanges and your pipeline are not reused to train models, nor passed to a third party, and we select providers that offer guarantees against reusing your data for training.
FAQ
Consultants and agencies: frequently asked questions.
Does Sania write my commercial proposals?
It prepares the structure from your templates and the context exchanged with the prospect: restatement of the need, scope, stages. Pricing and positioning stay your decisions, because they depend on your reading of the risk and of your value — which the assistant has no business assessing.
Can Sania post on LinkedIn for me?
The Community Manager service prepares and schedules posts, with approval before they go live. It is a separate service, included depending on the plan. It is excluded from the Starter plan: the detail is on the pricing page.
How is data from my different clients kept separate?
Separation is defined during setup: information attached to a client serves that client's follow-up. It is a point to address explicitly before go-live, especially if you work with competing clients.
Does Sania replace an executive assistant?
No. An assistant judges, filters on implicit criteria and knows you. Sania prepares repetitive administrative tasks that you approve. The practical difference: it never decides for you what deserves your attention.
Is it useful for a solo consultant?
That is often where the gain is most visible, because there is nobody to absorb the admin while you are on a project. The Starter plan at CHF 99 per month suits an independent consultant. Measure it on your own flows during the 7-day trial rather than on a headline figure.
How long does onboarding take?
It covers connecting the inbox, the calendar and the CRM, then agreeing the tone, the templates and the approval rules. It is a guided process, not configuration you do alone. The 7-day trial is designed to cover that phase.
Consultants & agencies
More billable hours.
Fewer desk hours.
7 days free. No credit card. Guided onboarding.