Stop unpaid pick-your-brain calls and close more high-value retainers.
Designed for management consultants, fractional CXOs, independent advisors and executive coaches. Gate discovery calls with qualifying diagnostic fees, automate high-converting proposal follow-ups, and transition one-off projects into predictable monthly advisory retainers.
Where specialist consultants and advisors lose billable revenue
When selling expertise, unpaid discovery calls, stalled proposals and scope creep drain advisory profit.
Unpaid "pick-your-brain" coffee & Zoom calls
12+ hours monthly lost to unqualified tyre-kickers booking free 30-minute exploratory calls that never convert to paid advisory contracts.
Ghosted proposals and stalled contract decisions
Sending detailed strategic proposals that sit unanswered for weeks in corporate inboxes without timed executive chase triggers.
Lumpy one-off project revenue and missing retainers
Finishing a £10k project and immediately dropping to zero pipeline without automated recurring monthly advisory transition pathways.
Unprepared discovery calls without pre-briefing
Walking into executive meetings without financial context because prospect intake questionnaires are scattered or ignored.
Friction in high-value invoicing and payment chasing
Spending the first week of every month creating PDF invoices and chasing corporate accounts payable for net-30 bank transfers.
Forgotten quarterly reviews and client attrition
Allowing high-ticket advisory retainers to quietly lapse because structured executive performance check-ins aren't scheduled automatically.
Built around how an executive consultancy actually wins clients
From paid strategic discovery to monthly retainer renewals — your advisory pipeline runs automatically.
Paid strategic discovery and diagnostic intake.
Prospective clients book directly into your calendar, complete your diagnostic intake questionnaire, and pay your £350–£500 discovery fee via Stripe upfront. Uncommitted tyre-kickers are filtered out automatically.
Try Advisory Package BuilderAdvisory Menu · Fee Lock-In
Automated executive briefing and waitlist acceleration.
Clients receive automated reminders with Zoom links and briefing instructions. If an executive reschedules, Auto-Admin enforces your policy and offers priority slots to your qualified waitlist.
See Flash Fill in ActionAutomated Advisory Triggers
Verified ✓ · Executive briefing ready for review
Dispatched to 5 vetted corporate leads · Claimed in 3m 48s
Proposal pipeline automation and retainer lifecycles.
Proposals trigger automated multi-touch follow-up sequences across email and SMS until closed. Once signed, Auto-Admin sets up automated monthly retainer billing and quarterly review prompts.
Explore Retainer Lifecycle EnginePipeline & Retainer Sequence
✓ Contract Executed · Initial £3,500 monthly payment processed via Stripe
Retainer renewal confirmed for Q2 (+15% advisory scope expansion)
Explore the Executive Consultancy demo suite
Interact with the Executive Advisory & Consultancy configuration below — test the Executive Dashboard, Flash Fill cancellation backfill, and Quote Builder.
Run Your Entire Agency Client Portfolio Through Auto-Admin
Deploy branded client sub-accounts in under 60 seconds. Sell high-retention automation systems to clinics, salons and trades while routing your HighLevel back end through our polished client portal.
Sub-Account Tenant Engine
Deploy pre-built niche snapshots (Aesthetics, Salons, Trades) with Stripe calendar gates, WhatsApp/SMS engines, and custom domain slugs automatically.
Consolidated Revenue Roll-Up
Oversee total client pipeline (£14,560+), active appointments and client show rates across all client sub-accounts without logging in and out of individual profiles.
Zero Data Leaks
Clients only ever see their own isolated calendar, clients and revenue data. Agency owners retain master cockpit controls with multi-user staff permissions.
Conservative monthly return for an independent consultant or boutique advisory
Filtering out unpaid calls and automating proposal follow-ups pays for Auto-Admin many times over.
| Revenue & Efficiency Area | Without Auto-Admin | With Auto-Admin |
|---|---|---|
| Unpaid exploratory calls | 8–10 unbilled discovery chats/mo (16h lost) | £450 paid diagnostic fee · +£2,250/mo revenue captured |
| Stalled corporate proposals | 4 scopes delayed or ghosted in inbox limbo (£18k) | Automated 3-touch executive chase · 74% win rate (+£7,000/mo) |
| Scope creep & ad-hoc advisory | 6+ hours of unbilled advisory over WhatsApp | Retainer hours tracked with Stripe auto-debit on 1st of month |
| Expired retainer lifecycles | Past clients forgotten without structured reviews | Automated 60-day review prompt · 2 additional retainers renewed |
| Estimated monthly impact | £18,000+ lost to friction, scope creep & unpaid calls | +£9,250/month in billable fees and locked retainer MRR |
Route your GoHighLevel backends through our high-converting frontend
Are you a marketing agency owner or GHL consultant managing sub-accounts for clinics, salons, or contractors? Auto-Admin provides the missing executive front-end that keeps your clients locked in and eliminates CRM overwhelm.
Input a client's business name and domain slug. Auto-Admin automatically creates their dedicated portal (clientname.auto-admin.uk), links their GHL location ID, imports snapshot pipelines, and delivers ready-to-use logins.
Your clients (like Laura's clinic or rapid-response plumbers) only see their branded appointments, daily revenue, and customer records. Sub-account scoping ensures staff cannot break automations or access other clients' data.
Route two-way booking reminders, review requests, and flash-fill cancellation alerts directly through dedicated Android SIM gateways. Deliver thousands of monthly texts with zero carrier fee friction.
Frequently asked questions from consultants and advisors
Everything you need to know about paid discovery gating, proposal tracking and retainer direct debit.
Will corporate executives and business owners really pay for a discovery call?
Yes. Elite consultants do not offer free advice. Auto-Admin packages your initial call as a "Strategic Diagnostic & Roadmap" with a structured intake survey. High-calibre decision-makers respect gated expertise; tyre-kickers drop out automatically.
How does Auto-Admin automate proposal follow-up sequences?
When you dispatch a commercial proposal, Auto-Admin monitors client views. If the proposal remains unsigned after 48 hours, it delivers timed, professional executive nudges with direct one-tap signing links.
Can Auto-Admin handle recurring monthly advisory retainers automatically?
Yes. When a client signs their retainer agreement, Auto-Admin sets up automatic monthly billing via Stripe or GoCardless Direct Debit on the 1st of every month, completely eliminating manual invoicing and awkward fee chasing.
Can I pre-qualify prospects before they can even access my calendar?
Yes. You can require prospects to answer annual revenue, team size, and primary strategic bottleneck questions before the calendar unlocks. If they don't meet your criteria, they are redirected to a polite nurture sequence instead.
Can I integrate Auto-Admin with my existing CRM, Slack and Google Calendar?
Yes. Auto-Admin integrates natively with Google Calendar, Outlook 365, Slack, Zoom, HubSpot and Stripe so your operational advisory stack works seamlessly together.
Ready to stop unpaid calls and build predictable retainer revenue?
Join management consultants, executive advisors and fractional CXOs across the UK who protect their advisory time with Auto-Admin.