Solutions · B2B Services
Scale Client Delivery Without Scaling Headcount Linearly.
Copilots and workflows for onboarding, support, and ops inside professional services firms.
Pain Points We Solve
✓Client onboarding stuck in email chains and shared drives
✓L1 support repetitive across similar client engagements
✓Knowledge trapped in senior consultants' heads
✓SOW-to-delivery handoffs losing context
How GenMedha Helps
Client Onboarding Copilot
Guides new clients through intake with CRM updates and task routing.
Engagement Knowledge Base
RAG over SOWs, playbooks, and past deliverables.
Ticket Deflection Layer
Deflects routine client queries with escalation to account leads.
Expected KPI Movement
60%+
tier-1 query deflection
−40%
onboarding cycle time
+22%
consultant billable ratio
Integrations
SalesforceHubSpotZendeskDocuSignSlackMicrosoft Teams
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