What is the main purpose of Clientli?

Clientli is designed to transform the sales process for consultancies by using AI to analyze discovery calls and automate the creation of high-value proposals.

How much time can I save using Clientli?

Users typically save between 20 to 40 hours per client by automating the analysis of discovery calls, meeting notes, and client data.

Can Clientli help with pricing my services?

Yes, it uses value-tied pricing to connect your solutions to measurable value, allowing you to charge based on the impact rather than just hours.

How do the AI-driven discovery sessions work?

The AI interprets your meeting data to surface the client's real priorities and pain points, which are then used to build a compelling business case.

Does it integrate with my existing process?

Clientli is built to be consultant-friendly, working with your existing notes and recordings without requiring a steep learning curve or process disruption.

Is there a refund policy for paid plans?

Yes, Clientli offers a 30-day money-back guarantee for its yearly subscription plans.

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Sales call analysis

Freemium

Clientli

AI sales copilot for consultants that transforms discovery calls into high-converting, value-tied proposals while eliminating hours of manual analysis and unpaid discovery work.

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Rating

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4 months ago

Listed

Sales call analysis

Proposal automation

Discovery call optimization

Consulting tools

B2B sales

Revenue operations

Meeting intelligence

Deal intelligence

Value-based pricing

Tool information

Provider

Leania AI

Platforms

Web

Languages

English

Added to directory

4 months ago

Last updated

2 months ago

Rating

Not available

Pricing

Freemium

About Clientli

What the tool does and who it's for

Clientli is an AI-powered sales copilot designed specifically for digital transformation consultants and fractional COOs to streamline the discovery-to-proposal pipeline. The tool automates the heavy lifting of sales call analysis by extracting client pain points, blockers, and specific business context directly from discovery call recordings and meeting notes. By linking these insights to measurable value-tied business cases, Clientli helps users move away from unpaid discovery work and toward higher proposal conversion rates. It essentially acts as a growth engine that learns from every deal—win or lose—to refine sales strategies and provide data-backed confidence in pricing and solution alignment.

Key capabilities

Automated Proposal Writing: Instantly generates draft proposals based on call transcripts and notes.

Discovery Analysis: Extracts specific client pains, context, and blockers from recorded sessions.

Value-Tied Pricing: Connects recommended solutions to measurable business outcomes and ROI.

Auto-Tagged Transcripts: Segments and tags key moments in transcripts for rapid review.

Lean Thinking Insights: Provides process improvement recommendations and identifies workflow waste.

Repeatable GTM Engine: Analyzes wins and losses to create a predictable sales pipeline.

Customizable Proposal Pages: Allows page-by-page creation tailored to specific client needs.

Stakeholder Alignment: Highlights misalignments in workflows and priorities across client teams.

Pricing

Freemium — plans below

Free

Basic call analysis
Limited proposal drafts
Discovery session insights

Annual Pro

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