• STRATEGY • INSIGHTS • VALUE
Consulting Use Case

Deliver insights that
transform businesses

Real-time AI that helps you apply frameworks, recall client context, and deliver powerful recommendations. Consultants see 3x faster insight delivery and higher client satisfaction.

Critical moments that define client success

Convo helps you navigate complex discussions with confidence and strategic clarity

Framework Application

The moment:

“How would you approach our market entry strategy?”

Without Convo:

You stumble recalling the right framework. The client questions your expertise.

With Convo:

📊 “Apply Porter’s Five Forces - start with competitive rivalry analysis”

Instant Data Recall

The moment:

“What was that benchmark we discussed last quarter?”

Without Convo:

You scramble through notes. The flow is broken. Credibility takes a hit.

With Convo:

📈 “Industry average: 23% EBITDA margin, discussed March 15th meeting”

Executive Buy-in

The moment:

“The board needs to see ROI within 6 months...”

Without Convo:

Generic response. You miss the urgency. Project scope gets questioned.

With Convo:

🎯 “Propose phased approach with quick wins in Q1 - reference similar client success”

What makes Convo different for consultants

01

Strategic framework application in real-time

Access the right framework at the right moment. Whether it’s Porter’s Five Forces, SWOT, or McKinsey 7S, Convo suggests the appropriate analytical tool based on the discussion context.

02

Complete project context across engagements

Every workshop, steering committee, and strategy session remembered. Get reminders like “CFO raised concerns about implementation timeline in January session.”

03

Industry benchmarks and insights on demand

Pull relevant industry data, benchmarks, and case studies instantly during client discussions. Back up recommendations with concrete examples and metrics.

Measurable impact on consulting excellence

Consultants using Convo deliver more value, faster

3x

Faster Insights

Deliver strategic recommendations in real-time

87%

Client Satisfaction

Higher NPS from more impactful sessions

45%

More Billable Hours

Reduced prep time, more client-facing work

2.5x

Project Value

Upsell and expand engagements naturally

How top consultants use Convo

From discovery to delivery, Convo enhances every client interaction

🔍

Discovery Sessions

Surface the right diagnostic questions based on industry and challenge type. Convo suggests probing questions that uncover root causes, not just symptoms.

Example: “Ask about decision-making process - typical bottleneck in their industry”
👥

Strategic Workshops

Facilitate discussions with real-time framework suggestions and synthesis. Capture all ideas while keeping discussions focused on outcomes.

Example: “Summarize three strategic options emerging from discussion”
📊

Executive Readouts

Handle tough questions with confidence. Get instant access to supporting data, previous decisions, and implementation considerations.

Example: “Reference slide 23 analysis - addresses CFO’s ROI concern”

Enterprise-grade security for confidential client data

Your client conversations and proprietary methodologies are protected

🔐

NDA Compliant

Meets strict client confidentiality requirements

🛡️

SOC 2 Type II

Audited security controls you can trust

🏢

Client Isolation

Complete data separation between engagements

🔒

Zero Training

Your data never trains AI models

Frequently asked questions

How does Convo protect client confidentiality?

Convo uses enterprise-grade encryption and complete data isolation between clients. Your conversations are never used to train AI models, and we maintain SOC 2 Type II compliance. Each client engagement has its own secure workspace with no data crossover.

Can Convo integrate with our existing knowledge management systems?

Yes, Convo integrates with major consulting tools including SharePoint, Confluence, and proprietary knowledge bases. You can surface relevant methodologies, case studies, and benchmarks directly during client conversations.

How quickly can consultants start seeing value from Convo?

Most consultants see immediate value from their first client meeting. Setup takes less than 15 minutes, and Convo starts providing contextual suggestions right away. Within a week, consultants report 3x faster insight delivery and significantly improved client engagement.

Does Convo work for all types of consulting?

Convo adapts to various consulting disciplines - strategy, operations, technology, and HR consulting. It recognizes context and provides relevant frameworks, whether you’re discussing digital transformation, organizational redesign, or market entry strategies.

Ready to deliver transformative insights?

Join top consulting firms using Convo to deliver 3x faster insights and 45% more billable hours