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Overview

Clientli: An automated proposal writing Copilot that gets smarter with every deal that analyzes calls, learns from your wins & loses, to improve your success rate.

Clientli is the AI-powered copilot built for digital transformation consultants, and fractional COOs who need to win more work with less effort. It transforms messy client discovery into clear, compelling proposals — giving you confidence in your pricing, alignment with client priorities, and hours back in your week.

With Clientli, you don’t just write proposals — you deliver value-tied business cases that speak your client’s language and make the decision to say “yes” effortless.

Why users love Clientli:
* Save 20–40 hours per client: Automates analysis of discovery calls, meeting notes, and client data.
* Hit the bullseye: Surfaces your client’s real pains and priorities, ensuring every proposal lands.
* Price with confidence: Connects solutions to measurable value so you can charge what you’re worth.
* Grow systematically: Uncovers upsell opportunities and repeatable patterns to build a stronger pipeline.
* Consultant-friendly: Works with your process — no steep learning curve, no disruption.

The Clientli Advantage

Instead of spending weeks drafting proposals and digging through notes, you can now:
* Walk into client conversations with clarity and evidence.
* Show stakeholders where their workflows, tools, and priorities misalign.
* Build proposals that clients feel were written for them, not at them.

Clientli gives consultants and COOs the unfair advantage of scale: winning faster, retaining more clients, and creating repeatable growth without adding more hours.

Key Features

Proposal Accelerator
Value-tied Pricing
Repeatable Gtm Engine
Create Proposals Page-by-page To Your Needs

Releases

ClientliInitial

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Initial release

September 23, 2025

leania.ai support

wrote:

Initial release of Clientli.

leania.ai support

@leania-21877551-1720643751

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8 tools

42karma

Apprentice

Joined: July 2024

Pricing

Pricing model

Freemium

Paid options from

$670/year

Billing frequency

Yearly

Refund policy

30 day money back guarentee

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Pros and Cons

Pros

Targeted towards digital transformation consultants

Interactive heatmaps for strategies

ROI calculations for decision-making

Automated proposal generation

Reduces administrative effort

Optimizes sales strategies

Visual customer activity representation

Evidence-based investment assessment

Enhances sales process efficiency

Credible and widely utilized

Aligns with industry needs

Transforms consultancy sales processes

View 7 more pros

Cons

Limited to digital consultants

Lacks customizable features

No multi-language support

Limited integration options

Inflexible ROI calculations

No mention of security

Absence of live support

Lack of user training

Over-reliance on automated proposals

View 4 more cons

Q&A

What is the main purpose of Clientli?

The main purpose of Clientli is to transform sales processes within consultancies involved in the digital transformation space, leveraging AI technology for this purpose.

Can Clientli help me refine my sales strategies?

Yes, Clientli can refine sales strategies through its AI-driven discovery sessions that optimize and redefine sales strategies based on data analysis.

How does Clientli's AI-driven discovery session work?

Clientli's AI-driven discovery sessions work by leveraging AI to analyze and interpret data, providing key insights that can lead to the optimization and refinement of sales strategies.

What are Clientli's key features?

Key features of Clientli include AI-driven discovery sessions, interactive heatmaps, ROI calculations, and an automated proposal generation system.

Can Clientli create interactive heatmaps?

Yes, Clientli can create interactive heatmaps that visually represent areas of intensive customer activity.

What purpose do the heatmaps in Clientli serve?

The heatmaps in Clientli serve to visually represent areas of intensive customer activity, providing key points for strategy adjustment based on customer behavior.

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Can Clientli calculate ROI?

Yes, Clientli can calculate ROI as a part of its features designed for an evidence-based approach to assessing the returns on investments.

How does Clientli's automated proposal generation feature work?

Clientli's automated proposal generation feature works by reducing the effort in curating proposal documents, allowing consultants to focus more on their client strategies and less on administrative tasks.

What administrative tasks does Clientli automate?

Clientli automates the process of curating proposal documents, reducing administrative effort and allowing consultants to focus more on client strategies.

How does Clientli use AI technology to transform sales processes?

Clientli uses AI technology to analyze and interpret data, provide insights for strategy refinement, create interactive behavioral customer heatmaps, calculate ROI, and automate proposal generation, thereby transforming sales processes for digital transformation consultants.

Is Clientli a good fit for all digital transformation consultants?

Clientli tends to align well with those involved in the digital transformation consulting space, but it is advised for consultants to undertake a detailed assessment to determine if Clientli is a good fit for their specific business needs.

Who typically uses Clientli?

Clientli is typically used by a wide range of consultants across leading firms involved in digital transformation.

How does Clientli contribute to digital transformation sales?

Clientli contributes to digital transformation sales by providing AI-powered solutions that allow for strategy refinement, behavioral analysis, ROI calculations, and administrative automation, essentially reshaping sales tactics for greater efficiency and effectiveness.

What types of analytics does Clientli provide?

Clientli provides analytics related to sales performance, customer activity analysis, and return on investment calculations.

What makes Clientli different from other sales platforms?

Clientli differentiates itself from other sales platforms by its specific focus on digital transformation consultants and leveraging AI to provide solutions like AI-driven discovery sessions, interactive customer behavior heatmaps, ROI calculations, and administrative automation.

How does Clientli's platform align with the needs of the digital transformation industry?

Clientli's platform aligns with the needs of the digital transformation industry by providing specific solutions related to sales optimization, strategy refinement, ROI calculation, and administrative automation that transform and enhance sales processes within the industry.

What should I consider while assessing the fit of Clientli for my business needs?

In assessing the fit of Clientli for your business needs, consider its key features, its relevance to your business function, the size of your firm, and specific needs around sales and administrative tasks. But always remember to perform a detailed assessment.

What does Clientli mean by 'resolving sales tactics'?

By 'resolving sales tactics', Clientli refers to reshaping and refining sales strategies using AI-powered solutions to make them more effective and efficient for digital transformation consultants.

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Overview

Key Features

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Pros

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