Professional Services
More qualified calls, without another SDR.
An AI agent screens inbound enquiries against your fit criteria, shares relevant case examples and books a discovery call — so partners only spend time on the conversations worth having.
Lead operationsToday
Property enquiryQualifying
Consultation requestFollow-up
Service bookingBooked
Latest actionQualification complete
Budget, location, timeline, and preferred next step saved.
Calendar connected
Where enquiries leak
Remove the everyday friction before adding more leads.
- Discovery call slots are wasted on unqualified enquiries.
- Prospects wait days for a first reply — and go with whoever answered first.
- Junior team members re-answer the same fit questions on every intake call.
- Brief details captured in intake never make it cleanly into the CRM.
Connected customer journey
- 01Contact form or enquiry email received.
- 02AI reviews the request against your fit criteria.
- 03Case examples and relevant service pages shared automatically.
- 04Discovery call slot offered on the right partner's calendar.
Intended outcomeA higher share of qualified calls, with less coordination on your side.
What the system covers
The channels, handoffs, and measurements that matter here.
Intake conversation
Web, WhatsApp or email — screened against your fit criteria.
Structured brief
Requirement, timeline and budget captured in a consistent format.
Discovery call booking
Direct calendar sync with the right partner.
What we watch
- Response windowAgreed target
- ScreeningFit criteria
- Book targetPartner calendar
- Deal attachmentAuto
Solutions used here
Your next useful step
Build the professional services journey around the customer, not the tools.
We will map the demand channels, response path, qualification rules, booking, and reporting before recommending a scope.