- Where it gets stuck
- A requirement lands by email, through a framework agreement or on a vendor portal, and the first firms to answer usually get the interview. The account manager still has to find out who is free, who has the skills and whose CV describes the last two missions, so the best match is often missed.
- What the workflow does
- A shortlist is prepared from the consultants on the bench or ending a mission, and from your candidate and freelance pool if you open it. Each CV is updated from the mission dates and role in the staffing tool, client feedback when you have it and five short questions sent by Teams or email (stack, role, result on the last mission), which a consultant can answer in a few minutes from the client site. A skill with no mission behind it is flagged instead of added, and if the consultant cannot answer in time the CV goes out with the verified missions only. The account manager chooses who to put forward.
AI for IT services firms
A client needs two engineers by Monday, and the CVs that would fit are three missions out of date.
A shortlist of available consultants the same day, with CVs rebuilt from your staffing tool and CV library, plus five short questions each consultant answers from the client site. Your tools stay as they are.
AI for IT services firms helps most where sales waits on delivery to know who is free and what they did last: shortlisting consultants with up-to-date CVs, checking tenders against past answers and spotting missions that end soon. AI Jungle installs these workflows in your existing tools, and an account manager or the technical lead approves every output before a client sees it, so the same sales team answers more requirements and tenders.
Today
- Client requirement on Friday eveningNobody knows offhand who is free or whose CV is currentAnswer due Monday
- Public tender responseRequirements read again by hand, past answers not foundTechnical lead’s weekend
- Mission ending in five weeksExtension not yet raised with the clientBench risk
With the workflow
- Shortlist for the requirementAvailable consultants whose CVs and last mission roles match the stack asked for, CV drafts built from mission dates in your staffing tool and each consultant’s answersReread by the consultant, then approved
- Compliance matrixEach requirement quoted from the specification, with an approved past answerUnsupported answers flagged
- Missions ending soonMissions ending within six weeks, each with the latest client feedback and a drafted extension emailRefreshed every Monday
Three moments that still eat your account managers’ week
All three run on records you already keep, and an account manager or the technical lead makes the final call.
Every client requirement starts a hunt for up-to-date profiles
Tender responses restart from the specification each time
- Where it gets stuck
- Every tender means reading the specification again, listing the requirements and hunting for the last good answer on security, support hours or references. It falls on the technical lead, on top of delivery.
- What the workflow does
- A compliance matrix is extracted from the tender, each requirement quoted from the specification and matched to an approved past answer when one exists, with any answer that has no supporting passage left open. Once the technical lead has validated compliance and commitments, the account manager sets the day rate.
Missions end before anyone has prepared the next one
- Where it gets stuck
- An extension or a new mission is easiest to win while the consultant is still on site, yet the extension is often raised in the last fortnight, after the client has already planned without it. From then on, every bench day is a salary with nothing to invoice.
- What the workflow does
- Each week a view of the missions ending in the next six weeks is prepared, with the client contact, the latest feedback and a proposed message for an extension or the next need. The account manager decides who to call and approves every message.
Which flow should you start with?
Three questions, about a minute. The answer points to one of the moments above, or to a smaller step when a workflow would be too much.
Answer the three questions to see where to start.
This is an exercise: nothing is sent when you use this selector.
Play a quarter in a firm like yours
The Profit Game puts you at the head of a fictional IT services firm: pricing, hiring and AI decisions, with 100 simulated futures before each one. Free, about 6 minutes.
Play The Profit GameDo we have to change our CRM or staffing tool?
No. The workflow reads the records your firm already keeps, prepares a shortlist, a table or a message and puts it back where your account managers work, once one of them has approved it.
- A requirement or a tender arrivesBy email, through a framework agreement or on a procurement portal.
- Firm records are readStaffing tool, client feedback, CVs and past answers, within the access you allow.
- A draft is preparedShortlist, updated CVs or compliance matrix, each point linked to its source.
- An account manager decidesA CV leaves only once the consultant and the account manager have agreed, and corrections are kept for the next draft.
- Back into your toolsProfiles go out from Outlook and the CRM opportunity is updated.
- Outlook
- Microsoft Teams
- Salesforce
- HubSpot
- SharePoint
- Word
- BoondManager, Bullhorn or your PSA
- Procurement portals
Three conditions before anything acts
Your existing tools
The workflow runs inside the tools you already pay for, with the access rights they already have, so the team keeps its usual screens.
A named person approves
Every draft waits for a named person. Nothing goes out in the firm’s name without that approval, and exceptions go back to a human.
Every step leaves a trace
Sources, drafts, corrections and approvals are recorded, so you can see why an output was prepared and improve the next one.
Looking for a specific product?
PitstopThe shared workspace for accounts, consultants, missions and decisions, so the founder’s knowledge of who did what for which client stays findable.Discover Pitstop →Managed AI agent serviceWe build, run and maintain one defined workflow, such as the weekly view of missions ending soon, with named approvers, a written scope and handover notes.See the managed service →
No IT services client yet: our only published case is an executive search firm
AI outreach case study: Asia-Connect. Documented outreach at Asia-Connect over three months. One client and one workflow; results depend on context and execution.
“In the last three months, the agent helped me to book more than 90 qualified meetings with executives I would never have had time to reach, and I approved every single message before it went out. It works while I am in meetings.”
That case covers outreach approved by a partner, the closest thing to the third moment above, contacting a client before a mission ends. The test we propose covers the first moment: after a first call, you forward a requirement from the last three weeks that you have already answered, with the export of every consultant on the bench or ending a mission at that date, their current CVs and their mission dates. The data processing agreement is signed first, and names are blanked before anything leaves your side. We return a shortlist with updated CVs, each line tied to its source, and your account manager compares it with what was actually sent: whether the consultants you put forward are in the shortlist, how many CV lines have a source, and how long it took. The consultant questions are skipped in the test, so CVs show only what your records support. Read the case study
Questions IT services founders ask before a call
Which IT services firms is this for?
Owner-led IT services, IT consulting and engineering services firms that place consultants at clients or deliver projects for them, where the founder or a few account managers still handle requirements and tenders. Managed service providers get more from the tender and mission-end workflows than from the CV one.
How is this different from ChatGPT or Copilot?
Your engineers use AI to write code, and that stays as it is. A workflow handles the sales and staffing admin around the code: it starts from a requirement or a tender, reads only the records you allowed, prepares the shortlist or the compliance matrix in your format and waits for an account manager’s approval, with a trace of every correction.
Can you connect our staffing tool and our CRM?
Usually, through the connections and access rights your tools already offer. When a system has no usable connection, that step works from an export or stays manual, and the assessment says so before anything is built.
Where do our consultants’ and clients’ data go?
Before anything is built, a data processing agreement is signed and you receive the written list of every system that will read CVs or client records: where it is hosted, which model provider processes the text, and whether that provider keeps it or may train on it. CVs that name your clients can be worked on with those names generalised (a tier-one bank, a payments platform) while the text is processed, and the real names go back in before the consultant rereads the CV unless a contract forbids it, and we check with you which client contracts limit sharing. A CV only goes to a client with the consultant’s agreement, as today, and the consultant rereads any update. Each deployment is isolated from every other AI Jungle customer.
What should we start with?
Usually client requirements, if they come every week and the answer depends on finding current CVs. Firms that win mostly through tenders start with the compliance matrix. Use the selector on this page, then bring one example to a 30-minute call.
Will it replace an account manager or a recruiter?
No. The aim is to answer more requirements with the sales team you have, and to let account managers spend their time with clients and consultants instead of rebuilding CVs.
How much does it cost?
Prices are published on the AI Jungle pricing page and depend on the scope. A paid scoping study of your work and tools comes first (our Leverage Assessment), its fee is credited toward the build if you go ahead, and it can conclude that a smaller change is enough.
In 30 minutes, we pick a recent requirement you have already answered.
You then forward it with the export of consultants on the bench or ending a mission at that date and their CVs, the profiles you actually considered. By the end of the call you know what to send and when you get the result back, and the test terms are confirmed in writing before you send anything.