The short version.
An AI sales teammate for consulting and professional services firms prepares partners and principals for client, pursuit, and scoping conversations, assists them in real time during the meeting, and automates the follow-up and CRM update afterward. WingRep works before, during, and after every conversation instead of just recording it: a Gameplan email the night before, live assistance while the client is talking, a follow-up draft in your voice, and a HubSpot or Salesforce update the second you hang up.
What we hear from consulting firms.
These are not the pains of a full-time sales org. They are the pains of billable people who also have to win the work.
Partners and principals sell between delivery and staffing. Prep happens in the car. The pursuit with the most context wins, and context is whoever remembered.
"I read the account note in the elevator."
A partner, a manager, and a subject expert walk into the same call with three different versions of the account history. The client notices.
"We contradicted ourselves in front of the CFO."
Buyers ask about methodology, teams answer with credentials, and nobody pins the decision criteria or the signer until the third meeting.
"We were four calls in before we knew who signed."
Days pass between the scoping call and the SOW. By then the exact language the client used is gone, and the proposal reads like the last one.
"Our SOW says what we do, not what they said."
How WingRep works around a client conversation.
One partner, one hour, three moments. WingRep shows up for all of them.
A Gameplan email lands in the inbox at 5 PM.
WingRep reads the CRM record, past engagements, and the last few conversations with the account. It writes the client brief the partner would have written with two spare hours: who is in the room, what they objected to last time, and what to lead with. Everyone on the pursuit gets the same one.
A slim tab surfaces guidance while the client is still talking.
When the COO pushes on staffing mix, WingRep surfaces the outcome frame. When you are twenty minutes in and still have not pinned the signer or the decision criteria, it nudges you to ask. The client never sees any of it.
- "The diagnostic pays for itself if we find even one of the three cost lines your team flagged. We staff it senior and short."
- You haven't asked who signs the SOW yet
Follow-up drafted. CRM updated. Next step booked.
Within a minute of the call ending, WingRep drops a recap in your outbox in your voice with the client's own language intact, writes the CRM update in HubSpot or Salesforce, and books the SOW review. Your proposal starts from a record, not a memory.
What firm leaders are telling us.
Based on conversations with customers running partner-led and pursuit-team sales motions.
Partners walk into client conversations briefed without carving an hour out of billable time.
Everyone joining the call works from the same account memory, so the client hears one firm.
Follow-ups and CRM records capture the client's own language, so the SOW does not start from a blank page.
Three things a recorder can't do for a partner.
Passive summary is one category. Active workflow is a different one, and it is the one that wins the engagement.
Partners stop reconstructing account history before every call. WingRep already knows what is in the CRM and what was said in the last conversation, and it writes the brief.
Partner, manager, and expert walk in with the same brief and the same account memory, so the room hears one firm instead of three people.
It drafts the follow-up in the client's language, updates the CRM, and books the SOW review. It closes its own loops so the proposal starts warm.
Questions from firm leaders.
The ones we get on every discovery call.
Give every partner a WingRep.
Free to try. No credit card. Works with HubSpot, Salesforce, Zoom, Google Meet, and Teams.