Module 01Pipeline
New Business Radar
Monitor target accounts and market signals to surface timely opportunities and warm introductions for partners.
- Today
- 10–20 hrs/week
- With AI built in
- ~30 mins
You decide who to pursue
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WinklixIT Solution Simplified
Business Units
For boutique advisory and consulting firms, a fractional AI consultant automates proposals, research, client reports and meeting follow-up. A typical engagement falls from around 120 hours of team time to under 40, and proposals go out in days rather than weeks.
By the Winklix AI consulting team · Last updated
One operating system for boutique advisory and consulting firms, plugged into the tools you already use. Pick the step that hurts most and that is where we start. Advice, insight and client trust stay with you.
Monitor target accounts and market signals to surface timely opportunities and warm introductions for partners.
Draft proposals from your past wins, methodologies and pricing, tailored to each prospect's brief and sector.
Search, read and summarise market, competitor and policy sources into structured, referenced research notes.
Turn workshop outputs, data and notes into first-draft reports and decks in your house style.
Prepare briefing packs before meetings and produce summaries, actions and follow-up emails after them.
Draft regular progress updates and flag accounts that need attention based on activity and sentiment.
Reconcile time entries, draft billing narratives and highlight projects drifting from budget.
Capture engagement learnings into searchable knowledge, case studies and reusable frameworks.
extra annual fee capacity for a 10-person firm, with no new hires. The parts AI does not touch, advice, insight and client trust, are where your team earns its fees.
Work out your numbersOur fractional Heads of AI have delivered AI in regulated, confidentiality-critical businesses and published the results.
AI pricing judgement aligned with expert practitioners, taking the firm to profitability
document extraction accuracy with under 5% human review
proposals a year assessed in days instead of weeks
ROI and a 65% workload cut in regulated financial services
We align our success with our clients success : Our client-centric approach delivers clients satisfaction consistently .
AT&T collaborates with Winklix to enhance SAP performance, streamlining ERP processes and optimizing sales operations.
Boeing partnered with Winklix’s eCommerce experts to unify multiple ecommerce product platforms and improve digital experience.
Burberry partnered with Winklix to revamp its online store, enhancing user engagement and driving higher traffic.
Coles Group engaged Winklix to develop its website and app using Adobe Experience Cloud for better customer experience.
MTailor partnered with Winklix for the development of its website and mobile app for custom-made clothing experiences.
OnTheMarket partnered with Winklix for Salesforce implementation, application development, and digital transformation initiatives.
Valvoline partnered with Winklix for SAP HANA implementation and ongoing maintenance to improve operational efficiency.
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Winklix is trusted by renowned global brands, enterprises, and ambitious businesses to deliver technology solutions that create real impact. We take pride in building long-term partnerships through innovation, reliability, and results-driven execution.
No long proposals or drawn-out discovery phases. We move fast, build iteratively and show you real outputs early.
Choose your sector, browse its modules and spot the workflow costing your team the most time.
We estimate the hours you could get back, what they are worth and the best module to start with.
Your named team builds, configures and tests the module with your real work, then trains your people and hands over.
A bit of leadership, a bit of implementation and a bit of training, so every project gets delivered and actually used.
Model-agnostic and always improving. We use whichever AI model does the best job at the right running cost, and keep your modules up to date as the tools improve.
Move from seller discovery to completion with far less manual work on every deal.
Bring sharper screening, diligence and investor reporting to lean deal teams.
Reduce document-heavy work while keeping professional review at the centre.
Create safer, traceable workflows for research, drafting and matter operations.
Turn site and compliance information into clear, repeatable client deliverables.
A fractional AI consultant, or fractional Head of AI, gives your business senior AI leadership, delivery and training on a part-time basis, without the cost of hiring a full-time Chief AI Officer.
They identify the workflows where AI saves the most time, build and integrate working AI modules around your tools and templates, set governance and review rules, and train your team so the modules are used every day.
A module is a focused AI solution for one workflow or a set of related workflows, such as proposal drafting, contract review or LP reporting. You start with one and add more only once the first has proved its value.
Typically within around 30 days of the discovery call. The prototype is tested on your own work and refined from real day-to-day use before it becomes a permanent part of your workflow.
The first prototype is fixed scope and fixed price, agreed before work begins. Ongoing AI leadership and further modules are scoped and quoted once requirements are clear.
Across our sector modules, the team time spent on a typical deal, matter, engagement or client year usually falls by 60–80%. For example, an M&A deal drops from around 300 hours to under 70, and a legal matter from around 100 hours to under 35.
No. Modules remove repetitive work so your people can spend more time on judgement, advice and client relationships. Every module keeps a human decision point.
We agree the data boundary, access model and review requirements before implementation, deliver under NDA as standard, and build within your confidentiality obligations and regulatory context.
No. We are model-agnostic and choose the AI model that gives the best result at the right running cost, switching when something better becomes available.
The modular approach works for any business that runs on research, documents, reporting and client relationships. Book a discovery call and we will map your biggest pain point.
Still have questions? We’re here to help. If you didn’t find what you were looking for, feel free to reach out—our team is ready to assist you.Have a question not listed here? Call our team :
Get In Touch With Our ExpertsBook a free 30-minute discovery call. We will work out how much time your team could get back, what it is worth and the best module to start with.