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Institutional consulting · Ottawa, Canada

The funnel that qualifies before anyone answers

Evolūt Consulting

Key results

  • 100%of applicants scored before any human contact
  • 0applications read one by one by the founder
  • 2 to 3 hof founder admin a month, down from 30 to 40, by the client’s estimate
  • 4weighted criteria, taken from the firm’s own buying logic

Evolūt Consulting sells a $4,900, 90 day engagement to institutions, so every slot on the founder’s calendar matters. Now every applicant is scored by AI, against the firm’s own buying logic, before a person ever sees them.

“They didn’t just build pages or connect a few automations. They turned a detailed business process into a working system.”
Hinesh Chauhan, President, Evolūt Consulting

The problem

A $4,900 engagement only works if the calendar is protected. Every call with someone who cannot buy costs a slot a real buyer could have taken.

The fix most firms reach for is worse, and it was the one in place: the founder read every inbound application himself. Roughly 30 to 40 hours a month of necessary, unbillable work.

How the system works

  • AI step
  • Automation
  • Rule or gate

A new application

  1. Application formevery field is a scoring input
  2. n8nroutes the application
  3. Claude scores itfour weighted criteria
  4. Binary verdictqualify or decline, no maybe

Where it ends up

  • Qualifieda booking link by email, at once
  • Declineda useful asset, not a rejection
  • Founder’s overrideinstitutional exposure always qualifies

Qualified, not booked

  1. 48 hour nudgeone email
  2. Day fivea final touch
  3. Stopnobody chases by hand

After delivery

  1. Delivery tagone trigger
  2. Five emails, two weekspersonalised from bullets written once
  3. Suppressionclients and live leads never get nurture

The scoring model

Not a generic lead score. The firm’s actual buying logic, written down and made executable.

  1. 30%Problem specificityDo they know what is broken, or is this a browse?
  2. 30%Decision readinessCan this person actually say yes?
  3. 25%Revenue fitCan they carry the engagement?
  4. 15%Governance stakesIs institutional pressure forcing action?

What the system does

  • Every field scores. Revenue band, sector, role and authority, the specific problem, what has been tried, timeline and institutional exposure. The form is a scoring instrument, not a contact card.
  • A binary verdict, by design. Qualify or decline, with deliberately no middle tier. A maybe bucket is a manual review queue under another name.
  • The founder’s override. Genuine institutional exposure qualifies an applicant whatever the score, because the founder knows something the model cannot infer. Encoding that rule took two minutes.
  • A booking chase that stops. No booking in 48 hours means one nudge. Day five brings a final touch. Then it stops, so nobody chases by hand and nobody gets pestered.
  • An arc after delivery. One tag starts a five email sequence across two weeks, personalised from a handful of bullets the founder writes once.
  • Suppression everywhere. No active client or live qualified lead ever receives a nurture email. The embarrassing failure was designed out before launch.

Before and after

MomentBeforeWith the system
ApplicationsRead by the founder, one by oneScored before any contact
Unqualified leadsOn the calendar, costing slotsDeclined with a useful asset
Follow upManual chasing, when rememberedA nudge, a final touch, then stop
The founder’s month30 to 40 hours of admin2 to 3 hours of judgment

The founder kept the judgment. The system took everything else.

A live engagement: figures reflect the system as deployed, and some sequences are still rolling out. Time figures are the client’s own estimates.

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