Virtual SDR · Business Consulting

Give your consulting firm a commercial operation available 24 hours a day.

AVPIA's Virtual SDR responds to everyone who reaches out to your firm, qualifies budget, timeline and decision-making authority, identifies the right consulting practice area, and schedules the discovery call with the right consultant — via WhatsApp, email, LinkedIn and your website, any time.

  • Responds to prospects in real time, on any channel
  • Qualifies budget, timeline and decision-making authority before the call
  • Schedules discovery calls without manual back-and-forth
  • Updates your CRM and sales pipeline automatically
24/7 operation Native multichannel Integrated with your CRM
SV

Virtual SDR · Consulting

● Live now

● LIVE
💬

"We need to restructure our finances, cash flow is tight"

WhatsApp · now
Financial
🔎

Budget, timeline and decision-maker identified

Financial Consulting · budget confirmed
Qualified
📅

Discovery call scheduled with Robert S.

Thursday, 10am · video call
Scheduled
24/7
Continuous operation
8
Consulting areas served
6+
Channels connected
0
Opportunities left unanswered
Consulting Areas We Serve

Every consulting practice requires a different kind of qualification.

The Virtual SDR recognizes the context of each area of your firm and adjusts its qualification questions accordingly — instead of treating every prospect the same way.

01

Financial Consulting

Qualifies company size, approximate revenue, and the specific financial challenge reported — cash flow, corporate structuring, tax planning — before scheduling with the consultant.

02

Process & Operations Consulting

Identifies the operational area with the biggest bottleneck and the process's maturity stage before the discovery call.

03

HR & People Consulting

Maps company headcount, the people challenge reported — turnover, culture, role structure — and how urgent it is.

04

Strategy & Planning Consulting

Qualifies available budget, planning horizon, and who is involved in the decision before scheduling the conversation.

05

Marketing & Sales Consulting

Identifies the referral channel, the stated commercial goal, and the maturity of the prospect's current sales operation.

06

Technology & Digital Transformation Consulting

Maps the current tech stack, project scope, and desired timeline for the transformation.

07

Compliance & Governance Consulting

Identifies the regulated industry, the specific requirement — such as data privacy regulations or industry standards — and how urgent the compliance need is.

08

M&A Consulting

Qualifies the deal stage, transaction size, and level of confidentiality required before scheduling the call.

How It Works

From the first message to a scheduled discovery call, no waiting.

The Virtual SDR guides every prospect from first contact to a booked conversation with the right consultant — consistently, at any hour.

1

A message arrives on any channel

Website, LinkedIn, WhatsApp or email — the Virtual SDR receives it and responds immediately.

2

Qualifies the business challenge, budget and timeline

Understands the reported problem, the available investment range, and the timeframe to solve it.

3

Identifies who is involved in the decision

Recognizes whether it's talking to the decision-maker or to someone who influences the choice of firm.

4

Identifies the right consulting practice area

Routes the prospect to the correct practice within your firm.

5

Schedules the discovery call automatically

Books the time directly on the calendar of the consultant responsible for that practice area.

6

Updates the CRM and follows up with those who haven't moved forward

Logs the full context in the pipeline and re-engages prospects who haven't responded or closed the proposal.

Channels & Integrations

Wherever your future clients are already looking for a consulting firm.

The Virtual SDR connects to the channels and tools your firm already uses every day.

💬

WhatsApp

📧

Email

🔗

LinkedIn

🌐

Website / Landing Page

📅

Calendar

🗂️

CRM

📋

Forms

Automations

Talk to a specialist
Comparison

It's not just about responding faster.
It's about qualifying with business context.

The difference between traditional outreach and the Virtual SDR isn't just speed — it's the ability to understand budget, timeline and the right practice area before scheduling.

Capability Traditional Outreach AVPIA Virtual SDR
Qualifies budget and decision-making authority before the meeting
Identifies the right consulting practice area
Schedules discovery calls automatically
Follows up with prospects who haven't closed the proposal
Updates CRM and sales pipeline
Handles multiple channels simultaneously
Operates 24/7 without depending on human availability
Never lets an opportunity go cold
Results

Consulting firms that organized qualification without losing the human touch.

"Prospects who reached out through our website used to wait days for a reply. Now the Virtual SDR has already qualified budget and timeline before our first call."
F

Frances Aquino

Partner · Management Consulting
"What changed was the quality of the discovery call. We walk in already knowing the challenge, the budget, and who decides — the conversation starts on a different level."
R

Robert Sales

Senior Consultant · Financial Consulting
"Our consultants stopped wasting time on exploratory meetings with no defined budget. The Virtual SDR filters that out before it ever reaches our calendar."
B

Bianca Nogueira

Founding Partner · HR Consulting
Get to know Virtual SDR
Frequently Asked Questions

Answers for those who want to understand before deciding.

Does the Virtual SDR replace a consultant's diagnosis?
No. The Virtual SDR does not perform business diagnosis or recommend solutions — that analysis is always done by a consultant at your firm. Its role is to qualify the client's reported challenge, available budget, and timeline, and schedule the discovery conversation with the right consultant.
Does it work with WhatsApp and LinkedIn?
Yes. The Virtual SDR operates through the official WhatsApp Business API and also interacts via LinkedIn, responding to prospect messages in real time and guiding the conversation through to the discovery call booking.
Does it integrate with my consulting firm's CRM?
Yes. Every conversation, qualification, and booking is automatically logged in your CRM, keeping the pipeline up to date without manual work from your team.
Does it qualify budget and decision-making authority before the call?
Yes. The Virtual SDR applies qualification criteria defined by your firm — budget range, timeline, urgency, and who is involved in the decision — before scheduling the discovery call.
Does it replace a business development rep (BDR/SDR)?
It doesn't replace the judgment and relationship-building a business development professional brings. It absorbs the volume of initial response, screening, and scheduling, freeing your commercial team for more strategic conversations.
Can it be customized per consulting practice area?
Yes. Qualification questions, routing criteria, and the follow-up cadence can all be configured according to your firm's practice areas.
Does it work in other languages besides English?
Yes. The Virtual SDR operates in English, Portuguese, and Spanish, which is useful for firms serving international clients or Latin American markets.
How does handoff to a human consultant work?
Once qualification is complete, the Virtual SDR hands the prospect off to the consultant for the right practice area, along with the full conversation history and collected data, so the discovery call starts with context.
How long does implementation take?
The AVPIA team supports the initial setup based on your firm's practice areas, channels, and calendar. Implementation is assisted from start to finish.
Do I need to replace my current tools?
Not necessarily. The Virtual SDR was built to integrate with the tools your firm already uses — CRM, calendar, email, and other channels.

Next step

Your consulting firm shouldn't wait for the next business day.
The Virtual SDR doesn't wait.

Put the Virtual SDR to work qualifying, scheduling and feeding your firm's pipeline 24 hours a day.

Get Virtual SDR
24/7 operation Native multichannel Integrated with your CRM Dedicated implementation team