CX · Customer experience
The moments clients feel.
The moments a security consultant client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Professional Services
AI agents for Security Consultants
What should stay human at a security consultant, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a security consultant, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a security consultant. Agents can surface the gaps; the owner still decides.
Main roles
The people a security consultant usually employs. Each card is written for this business, then links out to the full role page.
Role
Security Consultant
Assesses client risks, reviews sites and procedures, prepares recommendations, and advises on security controls and policies.
Role
Administrative Assistant
Formats reports, manages calendars, prepares proposals, and handles client communication and document filing.
Role
Operations Manager
Coordinates consulting projects, staff availability, subcontractors, and compliance requirements across multiple client engagements.
Role
Accounts Administrator
Issues invoices, follows up payments, records expenses, and maintains project billing and supplier records.
Freelancers & agencies you might hire
Specialists a security consultant often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Web Developer
Maintains the company website, contact forms, and technical updates for service pages and lead capture.
Freelancer
Freelance Copywriter
Writes capability statements, proposals, case studies, and website copy for consulting and tender submissions.
Agency
Accounting Firm
Provides tax compliance, annual accounts, and strategic financial advice for the consulting business.
Want this set up for you?
If you would like someone to build these flows for a security consultant, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Professional Services.