Qualify enquiries and fill your calendar with the right meetings.
Your time is the product. We make sure inbound enquiries are qualified, scheduled and prepared — so consultations are with prospects worth your time.
Best-fit services
Where professional services teams lose time and revenue
What we automate for you
Inbound enquiries — from your site, referrals or ads — are qualified against your criteria by an AI agent or form flow, then scheduled into the right person's calendar with a prep brief. Client intake, engagement letters and document requests run as an automated sequence once a prospect converts.
- Qualification of every enquiry against your ideal-client criteria
- Direct scheduling into the right fee-earner's calendar
- A prep brief generated for every booked consultation
- Automated client intake and document collection
How a lead becomes a booked appointment
Enquiry to a qualified, scheduled and prepared consultation — then straight into automated onboarding.
- 01EnquiryWebsite, referral or ad
- 02QualificationFit, scope, budget, timeline
- 03SchedulingInto the right person's calendar
- 04Prep briefContext summarised before the call
- 05OnboardingIntake, engagement letter, documents
What this looks like day to day
Enquiry qualification
A website enquiry is asked a few questions about scope and budget. A good fit is booked with a partner; a poor fit gets a helpful response and a resource, not a calendar slot.
Referral intake
A referred prospect is contacted within the hour, qualified, and scheduled — while the referral is still warm.
Client onboarding
A signed engagement triggers the intake sequence: forms, document requests, portal access and a kickoff booking, with reminders until complete.
Services we bring to professional services
Lead Automation
Capture, enrich, score and route leads the moment they come in.
AI Calling Agents
Voice agents that answer, qualify, book and follow up on every call.
Workflow Automation
Automate multi-step processes across n8n, Make, Zapier and custom code.
Custom Software
Internal tools and platforms built around how your business actually works.
What changes after launch
Qualitative outcomes teams see. We agree the numbers that matter to you in discovery.
- Consultations are with qualified, well-matched prospects
- Faster response to enquiries and referrals
- Scheduling handled without email tennis
- Consistent onboarding for every new client
- Fee-earners spend time on billable work, not admin
Professional Services — common questions
Can’t find what you need? Send us the details and we’ll answer directly.
Bring this to your professional services business
Tell us how enquiries and bookings work for you today. We'll map the automation, the integrations and a timeline — no obligation.