Consultant Knowledge Base

Product & service deep-dive for enterprise sales

Sales Home
System Tools
Zoho CRM

Primary CRM for pipeline, accounts, and forecasting.

Zoho Desk

Support ticketing for clients and internal requests.

Zoho Mail

Employee mailboxes and shared inboxes.

Bias Audit
$5K (Basic) - $15K (Professional)

Overview

AI Bias Audit helps enterprises identify and mitigate fairness issues in AI models. Analyzes protected attributes, demographic parity, and disparate impact across datasets.

Key Features

Fairness metrics: demographic parity, equalized odds, predictive parity
Protected attributes analysis: race, gender, age, disability
Bias remediation strategies: re-weighting, re-sampling, fairness constraints
Audit-ready exports with immutable hash verification

Common Use Cases

Healthcare AI
Lending models
Hiring algorithms
Criminal justice risk assessment
Governance Docs
$499/mo (Basic)

Overview

AI Governance Framework provides model cards, risk registers, and compliance documentation for enterprise AI deployments. Ensures transparency and regulatory alignment.

Key Features

Model cards: intended use, training data, performance metrics, limitations
Risk registers: identify, assess, mitigate AI risks
Governance policies: development lifecycle, review processes
Audit trails: version control, change logs, approval workflows

Common Use Cases

Regulated industries
Public sector AI
Enterprise ML platforms
Third-party AI vendors
Predictive AI
$10K (Basic) - $25K (Professional) - $50K (Enterprise)

Overview

Predictive AI services include forecasting models, performance optimization, and real-time analytics for business decision-making.

Key Features

Forecasting models: time-series, regression, ensemble methods
Performance metrics: accuracy, precision, recall, F1-score
Architecture: scalable pipelines, MLOps integration
Monitoring: drift detection, retraining triggers, alerting

Common Use Cases

Revenue forecasting
Demand planning
Risk prediction
Customer churn
Vendor Risk
$2K (Basic)

Overview

Vendor Risk Analyzer scores third-party AI vendors for compliance, security, and performance risks. Accelerates procurement due diligence.

Key Features

Risk scoring: 0-100 scale across security, compliance, performance
Compliance gap analysis: SOC 2, GDPR, HIPAA alignment
Vendor comparison: benchmarking against industry standards
Dashboard: real-time risk monitoring, alerts

Common Use Cases

Vendor procurement
Third-party risk management
AI marketplace selection
Regulatory audits
Compliance Monitor
Custom deployment ($12K-$25K + support)

Overview

Continuous compliance monitoring for SOC 2, GDPR, HIPAA. Automated evidence collection, alerts, and audit-ready exports.

Key Features

Compliance controls: access logs, encryption verification, data retention
Evidence collection: automated artifacts, screenshots, logs
Alerting: real-time compliance violations, remediation workflows
Reporting: executive dashboards, audit exports

Common Use Cases

SOC 2 audits
GDPR compliance
HIPAA healthcare
PCI-DSS payments
Data Quality
Custom deployment ($7K-$15K + support)

Overview

Data Quality Validator ensures training datasets meet quality standards. Detects drift, anomalies, and integrity issues.

Key Features

Validation rules: schema checks, range validation, completeness
Drift detection: distribution shifts, concept drift, data quality degradation
Anomaly alerts: outliers, duplicates, missing values
Remediation: automated fixes, manual review workflows

Common Use Cases

ML training data
Data pipeline validation
Dataset provenance
Quality gates
Order Logistics
$2.5k (Starter) - $12k (Growth)

Overview

Supply chain intelligence platform connecting ERPs (SAP/Oracle) with predictive risk modeling. Identifies late shipments before they happen.

Key Features

Predictive Risk Scoring: Low/Medium/High probability of delay
ERP Integration: Native connectors for SAP S/4HANA and Oracle NetSuite
Mitigation Engine: Suggests actions (expedite, re-route) based on risk
Audit Trail: Immutable log of all status changes

Common Use Cases

Manufacturing supply chain
Retail inventory planning
Logistics optimization
Autonomous Agent
$15K (Basic) - $45K (Enterprise)

Overview

Custom AI agents that autonomously complete multi-step business workflows — from data retrieval and analysis to decision-making and action execution.

Key Features

Multi-step workflow orchestration with memory and context
Tool use: APIs, databases, web search, code execution
Human-in-the-loop checkpoints for sensitive decisions
Monitoring: action logs, success rates, fallback handling

Common Use Cases

Research automation
Customer onboarding
Data pipeline orchestration
Compliance monitoring agents
AI Chatbot
$5K (Starter) - $20K (Enterprise)

Overview

Enterprise-grade conversational AI chatbots trained on proprietary data. Handles customer support, internal Q&A, and guided workflows.

Key Features

RAG (Retrieval-Augmented Generation) on enterprise knowledge bases
Multi-channel deployment: web widget, Slack, Teams, API
Handoff protocols: escalate to human agents seamlessly
Analytics: intent tracking, resolution rates, CSAT

Common Use Cases

Customer support deflection
Internal HR/IT helpdesk
Sales qualification
Onboarding assistant
Custom GPT
$8K (Basic) - $30K (Enterprise)

Overview

Purpose-built GPT models fine-tuned or prompted for specific enterprise use cases — from document analysis to specialized domain expertise.

Key Features

Fine-tuning or prompt engineering based on requirements
Domain-specific knowledge injection
Custom persona and tone guardrails
API delivery or embedded deployment

Common Use Cases

Legal document review
Medical coding assistance
Financial analysis
Technical documentation
Explainability Engine
$6K (Basic) - $18K (Professional)

Overview

Make AI model decisions transparent and interpretable. Generates SHAP/LIME explanations, saliency maps, and plain-language rationales for model outputs.

Key Features

SHAP and LIME feature importance explanations
Counterfactual explanations: 'What would change the outcome?'
Plain-language summaries for non-technical stakeholders
Audit-ready explainability reports

Common Use Cases

Regulated lending decisions
Healthcare diagnosis support
HR screening transparency
Insurance underwriting
Model Monitor
$4K/mo (SaaS) - Custom on-prem

Overview

Continuous monitoring of deployed AI models for performance degradation, data drift, and concept drift. Alerts and auto-retraining triggers.

Key Features

Drift detection: feature drift, label drift, concept drift
Performance dashboards: accuracy, latency, error rates over time
Automated alerts and retraining triggers
Integration with MLOps pipelines (MLflow, SageMaker, Vertex)

Common Use Cases

Production ML model health
Fraud detection model uptime
Recommendation system monitoring
Risk model validation
Proposal Packaging
Included for enterprise consulting engagements

Overview

AI-assisted proposal generation tailored to client RFPs. Combines our product catalog, case studies, and pricing tiers into client-ready SOWs and bid packets.

Key Features

Template library for SOWs, bid packets, and executive summaries
AI-generated scope narratives from intake data
Milestone-based pricing structures
CRM integration for opportunity tracking

Common Use Cases

RFP responses
Enterprise bid submissions
Partner co-selling
Managed service SOWs
Consultant Sales Tips
1

Lead with Compliance Pain

Most enterprises struggle with SOC 2, GDPR, HIPAA readiness. Position Bias Audit and Governance Docs as audit accelerators.

2

Bundle Consulting + Products

Consulting services (repo analysis) + pre-built products (deployment) = higher ACV and faster time-to-value.

3

Use CRM Discount Tiers

Use Zoho CRM discount tiers: >$50K = 10%, >$100K = 15%, >$250K = 20%. Auto-approved at 10%, Director approval at 15%, CFO at 20%.

4

Vertical Packaging

Healthcare = HIPAA focus, Finance = SOC 2, Legal = compliance docs, ESG = bias detection. Tailor pitch to industry.

base44
Edit with Base44