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Clara for Consultants

Deep work mode. Phone ringing. Lead going to a competitor.

Explore how Clara can help your consultants business succeed

Clara AI receptionist for consultants
Does this sound familiar?

When you're heads-down on a client deliverable, you can't pick up the phone. Most consulting enquiries are time-bound a deadline, a board ask, a hire that fell through. Consultants at work Consultants workspace Consultants service in progress The prospect calls two or three consultants. The first to pick up gets the project. Clara answers every call, captures the scope and the timeline, and books the discovery call so you don't lose work to the consultant who answered first.

Independent consulting is one of the few service businesses where being good at your job actively makes you worse at answering the phone. The deeper you go into a client's problem, the more focused you have to be — which means hours when the phone is on do-not-disturb and any new lead has to wait. The leads themselves are time-sensitive in the worst way: a fulfillment problem before peak, a board ask before the next meeting, a hire that fell through with a deadline coming up.

The numbers on lead-response speed are unforgiving here. Research from Harvard Business Review found businesses contacting a new lead within five minutes are 100 times more likely to make contact than those waiting thirty. For consulting projects worth tens of thousands of dollars, the consultant who picks up — or whose virtual receptionist does — gets the discovery call, sets the frame, and is the one every competing proposal is measured against.

Industry research from Invoca puts the small-business missed-call rate around 25%. For independent consultants in heavy delivery weeks, the real rate runs much higher. The hidden cost isn't the one missed call — it's the relationship. A consulting client who hires you for one project usually comes back for the next. Every missed first call is potentially years of repeat engagements that go elsewhere.

Discovery calls — Clara handles this for consultants

Discovery calls

Project enquiries — Clara handles this for consultants

Project enquiries

Audit & assessment requests — Clara handles this for consultants

Audit & assessment requests

Strategy session bookings — Clara handles this for consultants

Strategy session bookings

Proposal requests — Clara handles this for consultants

Proposal requests

Workshop facilitation — Clara handles this for consultants

Workshop facilitation

Retainer enquiries — Clara handles this for consultants

Retainer enquiries

Referral follow-ups — Clara handles this for consultants

Referral follow-ups

When customers call, Clara can...

  1. Ask what kind of project they have in mind
  2. Confirm the rough scope and timeline
  3. Note whether it's project work, an audit, or ongoing retainer
  4. Capture how they heard about you
  5. Save their name and number for a discovery call
Hi there, you've reached Reed Consulting. I'm the virtual assistant, how can I help you today?
Hi — I'm head of ops at a mid-sized retailer and we need help redesigning our fulfillment process before peak season. Someone recommended Daniel.
Glad to hear that — we do quite a bit of fulfillment work. Just a few quick questions. Roughly what size are we talking — number of SKUs and order volume?
Around 4,000 SKUs, maybe 12,000 orders a month outside of peak, double that in November and December.
Got it. And when is peak this year — Black Friday onward?
Yeah, we'd need things changed by mid-October at the latest.
Understood. Is this a one-off project, or are you looking for ongoing support?
One-off for now, but if it goes well we'd probably want help on the analytics side too.
Understood. Can I take your name and the best number to reach you?
Sasha Kowalski. 646-555-0184.
Thanks Sasha. And who recommended Daniel?
Priya Mehta at Ridgeline Goods.
Great, that's helpful. Daniel is in a session right now — I'll get all of this to him and he'll call you back this afternoon to set up a discovery call. Anything else?
No, that's everything. Thank you.
You're welcome, Sasha. Daniel will be in touch shortly. Have a good day!

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One person. Every call covered

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Answers calls 24/7
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Call summaries, transcripts, and recordings
Spam filtering and urgent flags
Make and receive calls, all in one place
Call forwarding, keep your number
Live chat support

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One business, multiple people, total coverage.

Everything in Solo, then:

Multiple users on one account
Shared phone numbers
Call routing to the right person
Web dashboard
Call summaries sent to email
Priority support

Frequently Asked Questions

Can Clara handle project enquiries when I'm in deep work?

Yes. Clara picks up, captures the scope, timeline, and source, and texts you a written lead summary the moment the call ends. You can call back on your own timing without losing the lead.

Will Clara qualify scope properly?

Clara is configured to ask the right intake questions: project type, rough size, timeline, ongoing vs one-off, referral source. You can customize the questions any time.

What if it's a retainer enquiry?

Clara flags retainer and ongoing-engagement leads as priority and captures the relevant context so you can call back prepared.

What if a current client calls about an existing project?

Clara takes a message with the details and flags it so you can follow up when you're free. The caller is told you'll be in touch shortly.

Does Clara work after hours?

Yes. Clara answers 24/7. Evening and weekend leads are captured and waiting in your inbox first thing.

Will callers know they're speaking to AI?

Clara introduces herself as the virtual assistant and sounds natural — most callers continue the conversation without thinking about it.

Can Clara give a price range over the phone?

You decide. Clara can share your day rate or starting project size, or let callers know pricing is discussed on the discovery call. You're in control of what Clara says.

Do I need a new phone number?

No. Clara works with your existing number. Set up call forwarding and Clara picks up when you can't.

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