Review request after a strategy workshop for a leadership team
Hi Ingrid, thank you for the two workshop days with your leadership team. If the work helped, a short Google review helps other leaders find us. Here is the link.
Done before you wake up.
Dagny
While you slept
- Enquiry answered23:40Bathroom in Konnerud. Offered Thursday.When it happens
- Review answered02:10Five stars from Anne. Thanked her.When it happens
- Quiet quote followed up05:30Berg, no reply since Tuesday.Weekly
- CRM updated06:00Two new contacts, one job marked won.Daily
- Morning brief06:30Three jobs today. One quote waiting on you.Daily
Connected to the tools you already use.
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Let Dagny do the work.
9:41
Dagny
Today 08:12
Can you add the Hansen Transport case to the site? The summary is in the folder.
Delivered
Elva RådgivningTjenesterKontakt
Elva Rådgivning
Hansen Transport, route planning, spring 2026
Preview with the new case
- Not live yet
Here is the site with the new case. Go live with it?
iMessage
9:41
#dagny3
MessagesFilesPins
Today
You08:12
@Dagny We have room for two more clients in Q1.
Dagnyapp08:31
Drafts are in your inbox. Change the tone and I will redo both.
New clients in Q1, taking shape
- A LinkedIn post
- An email to the eight who asked about a workshop
- Two drafts to review by Friday
👍 1✅ 1
Message #dagny
9:41
Lie Logistikk, tomorrow 10:00Inbox
You08:12
Can you prep me for the Lie Logistikk pitch tomorrow?
Dagny08:31
to me
Brief is in the thread. Want the price list attached?
Lie Logistikk, tomorrow 10:00
- Proposal sent in August, not answered
- Asked about a pilot in one depot
- Open question: who signs off
ReplyForward
What Dagny does for consultants.
A consultancy sells time and judgement. The best days go to client work. Proposals, case write-ups and meeting prep pile up at night.
Dagny takes that desk work off your evenings. It drafts in your voice and waits for your yes before a client sees a word.
- 01
Chase proposals that went quiet
A proposal can sit with a client for weeks while they think it over. Dagny keeps a list of the proposals you sent from Gmail or Outlook. After the number of days you choose, it writes a short follow-up that names the scope you offered. Dagny sends it once you approve.
- 02
Get a brief before each client meeting
Before a workshop or a board meeting, you need the history fresh. Dagny reads the email thread and the calendar entry. It writes a one-page brief with what you offered, what the client asked and what is still open. The brief waits in your inbox the evening before.
- 03
Turn finished projects into case pages
A finished project is the best proof you have. Send Dagny the end report or a few notes. It writes a case page with the problem, the approach and the result. Check first that the client agrees to the use of its name.
- 04
Stay in touch with past clients
Repeat work often comes from clients who already know you. Dagny looks through your email and your CRM, such as Attio or Airtable, for clients whose last project ended six months ago or more. It writes a short, personal note to each one for you to approve.
- 05
See the consulting pipeline every Monday
On Monday morning, Dagny sums up the weeks ahead. It lists open proposals from your CRM, the client days in Google Calendar and the invoices paid in Stripe. You see at a glance if next month needs more sales work.
What does a consultant do day to day?
- Monday
Proposals and client days
Dagny counts the open proposals, the signed engagements and the client days in your calendar for next month. It also lists consulting invoices that are still unpaid in Stripe. You choose which consulting proposals get a follow-up.
- Tuesday
A proposal after the first meeting
Send Dagny your notes from a discovery meeting. Dagny drafts a proposal with the client's problem, the scope, the phases and the team. You set the consulting fee and approve the proposal.
- Wednesday
An article from your own advice
Tell Dagny about advice you give clients again and again, such as how to plan a reorganisation. Dagny turns that advice into a short article for your website. You edit the advice article and approve it.
- Thursday
A status note to the client sponsor
Dagny collects the week's progress from your notes and your project channel in Slack. It drafts a short status email to the client sponsor with progress, risks and next steps. You approve the status email before it goes to the sponsor.
- Friday
Minutes after a workshop
After a client workshop, Dagny drafts the minutes with the decisions and the actions. Each action names an owner and a date. You check the minutes before they go to the workshop group.
Reviews for consultants.
Reply to a 3-star review
The review: The client liked the strategy workshop but felt the final report came a week late.
Thank you for the honest review of our workshop days. You are right that the workshop report came later than we promised. Next time we will agree on the report date before the workshop ends.
Does consulting have a busy season?
January
A new public budget year
Each council must adopt next year's budget before New Year. In January, Dagny drafts a note to each public client with the services that fit the new budget year. You pick the public clients and approve each note.
June
Proposals before the summer break
By law, employees can ask for 18 workdays of main holiday between 1 June and 30 September. In early June, Dagny lists the proposals that need a client decision before the break. It drafts a follow-up for each open proposal.
August
Arendalsuka
Arendalsuka, Norway's democracy festival, takes place in week 33 each year. Before the festival, Dagny drafts meeting requests to the public clients you want to see in Arendal. Afterwards, it writes a thank-you note with the points you discussed.
October
The state budget
The Government presents its state budget proposal at the start of October, and Stortinget adopts the budget in December. Dagny drafts a note to public-sector clients that links the budget news to the projects you run for them.
Dagny learns your services, your tone, and how you like things done.
Then gets on with it, where you already are.
- Slack
- iMessage
- Teams
- Web
- iOS
Never miss dinner again.
Your rules. Dagny's work.
Tell Dagny once what it may do on its own and what needs your OK. Routine work runs. Anything new waits for you.
Book a demo
You, in chatFrom now on, ask me before you book anything on a Friday.Rules
Rules Dagny must always follow
Autonomy
- Answer booking and price questions on your own.
- Follow up quotes after three days without a reply.
- Ask me before any quote over 50 000 kr.
- Ask me before booking anything on a Friday.New
Questions.
New to AI? Start here.
How do independent consultants find new clients?
Much new work comes through past clients, former colleagues and their referrals. Keep in touch between projects, and publish case pages with results. Dagny writes both, and you approve each one.
What should a consulting website include?
A page for each service, client cases with results, consultant profiles and the sectors you know. Add a simple way to book a first meeting. Dagny makes these pages and updates them when your work changes.
Can AI prepare me for a client meeting?
Yes. Dagny reads the emails and calendar entries about the client and writes a short brief. The brief covers your offer, the client's questions and the points still open.
How can consultants use AI?
The easiest way is to hand the everyday admin to an AI that already knows the business. For consultants, Dagny answers new enquiries, follows up quotes and keeps the website current, in Slack, iMessage, WhatsApp or email. Tell it "We have room for two more clients in Q1." and it comes back with a LinkedIn post, an email to the eight who asked about a workshop and two drafts to review by Friday.
What can Dagny automate for consultants?
The work that repeats every week for consultants: replies to enquiries, quote follow-ups, review requests, the Monday numbers, your Google profile and your website. And the prep: ask "Can you prep me for the Lie Logistikk pitch tomorrow?" and Dagny writes a brief with what was agreed and what is still open. Anything you ask for twice can be saved as an automation.
How much does Dagny cost for consultants?
Consultants start free with $100 in credits and no credit card. Starter is $20 a month and Human in the loop is $750 a month. No contract, cancel any time.
Do I need to change my tools?
No. Dagny connects to the tools consultants already use, like Gmail, Outlook, Google Calendar, Google Business Profile, Excel and Stripe, and works in the channels you are already in. Nothing to migrate, and you choose what Dagny can see.
Does Dagny send things without asking?
No. Dagny drafts, you approve, Dagny sends. Ask "Can you add the Hansen Transport case to the site? The summary is in the folder." and Dagny replies "Here is the site with the new case. Go live with it?" Nothing goes live until you say yes.
