For agencies, consultants, accountants, law firms & MSPs
The inquiry came in at 9 PM. By the time you replied, they'd already booked someone who answered first.
Your best leads arrive when you're heads-down on billable work, or off the clock entirely. The contact form fills, the inbox grows, and the prospect who needed an answer today hires the firm that gave them one. We build the intake-to-onboarding system that catches every inquiry, qualifies it, and books the discovery call while it's still warm.
- Answers every form & inbound 24/7
- Qualifies before it hits your calendar
- Books discovery calls automatically
- Runs inside your existing CRM & tools
Where it leaks
The gaps that quietly cost you bookings.
The after-hours inquiry that hires whoever replies first
A prospect submits your contact form at 8 PM comparing three firms. Yours replies at 10 AM tomorrow; the other two replied in minutes. In professional services, speed-to-lead isn't a nice-to-have; it's who gets the engagement.
Discovery calls that take six emails to schedule
Qualified lead, real intent, then a week of "does Tuesday work?" ping-pong. Every reply-delay is a chance for them to cool off, get busy, or sign with someone faster. The calendar friction quietly kills deals that were ready to close.
Proposals that go out and go silent
You spent two hours scoping and writing it. It sits unopened, or opened-and-ignored, and you never circle back because following up on twelve open proposals isn't anyone's job. The ones you don't chase are revenue you already earned and walked away from.
Onboarding that burns your first week of goodwill
They signed. Now it's manual welcome emails, a kickoff form you keep forgetting to send, intake docs chased one at a time, and a CRM record half-filled. The client's most excited moment gets spent waiting on your admin instead of starting the work.
What we build
Your growth system, built to fit.
Done-for-you automation tuned to how your firm actually runs. It lives on tools you own, so you always have the keys.
AI intake that qualifies before you ever look
An AI front desk on your forms, website chat, and main line, answering inquiries instantly, day or night. It asks the qualifying questions you'd ask (scope, timeline, budget range, decision-maker), captures the answers, and routes hot leads to you and tire-kickers to a nurture track. You wake up to a sorted pipeline, not a pile of "hi, are you available?"
- AI intake
- Lead qualification
Discovery-call booking on autopilot
The moment a lead qualifies, the system offers your real availability and books the discovery or consult call straight into your calendar, with no email ping-pong and no double-bookings. Confirmations and reminders go out by SMS and email so no-shows drop and your calendar fills with the right conversations.
- Call booking
- Calendar sync
Proposal follow-up that never forgets
Every proposal you send enters a nudge sequence: a polite check-in at the intervals that actually convert, paused the instant they reply or sign. Stalled proposals get flagged back to you to make the call. We build the follow-up discipline you know you should have but never have time for.
- Proposal nudges
- Follow-up
Onboarding & internal ops, automated in n8n
New signature triggers the whole sequence: welcome email, intake form, document requests, a created CRM deal, and the internal kickoff task, done in seconds, every time. Same engine handles the recurring admin (reminders, status updates, data entry between tools) that eats your billable hours. Built on n8n, wired to the tools you already run.
- Onboarding
- Ops automation
How it runs
One automation, wired into your tools.
We build the automation flow and connect it to the phone, CRM, calendar, and email you already use. Every message it sends is yours to approve, and the whole system lives in your accounts. If we part ways, you keep it.
The diagram is a schematic of the workflow we build for you. It is drawn for your business, not a stock template or a screenshot of someone else’s system.
New inquiry by web form, chat, or inbound call
Trigger
Capture & respond instantly
AI replies in seconds across form, chat, and phone, 24/7, in your firm's voice
Qualify the lead
Asks scope, timeline, budget range & decision-maker; scores and tags the lead
Route or nurture
Hot leads to you now; not-yet-ready leads into a timed nurture sequence
Book the discovery call
Offers live calendar slots, books it, sends SMS + email confirmations and reminders
Trigger onboarding
On signature: welcome email, intake form, doc requests & CRM deal created
Booked, qualified, and onboarding, logged in your CRM
Run your own numbers
If __ qualified inquiries a month slip away on slow replies, and a won engagement is worth $__ to your firm, here's what the leak costs you.
Qualified inquiries you lose to slow follow-up each month
example: 6 inquiries
Average value of a won engagement or retainer
example: $4,000
Share of those you'd realistically close with same-minute response
example: 1 in 4
These are illustrative placeholders, not a promise. Plug in your own intake numbers and close rate. The free Growth Leak Audit works them out from your actual pipeline before you commit to anything.
Get the real number in your free auditFAQ
Fair questions.
Will an AI handling intake make my firm feel impersonal?
It does the opposite of impersonal: it makes sure nobody waits. The system answers in your firm's voice, asks the questions you'd ask, and hands you a qualified, briefed lead so your first real conversation is sharper. You stay in the loop on anything that matters; it just clears the "are you available?" noise so you're not the bottleneck.
Does this replace my CRM and calendar, or work with them?
It works with them. We build inside your existing stack (your CRM, your calendar, your email and phone) using n8n to connect the pieces. Nothing gets ripped out, and you approve the qualifying questions and every message the system sends before it goes live.
My services are complex. Can it really qualify a lead correctly?
It qualifies on the criteria you give it (scope, timeline, budget range, decision-maker, whatever signals a real fit for your firm) and routes anything ambiguous straight to a human. The goal isn't to close the deal automatically; it's to make sure the right leads reach you fast and the wrong ones don't eat your time.
More verticals
We build the same engine for other trades.
Free · no commitment · audit in ~2 days
See where your firm is leaking booked revenue.
See exactly where your pipeline leaks before you spend a dollar fixing it.