Professional services (accountants, consultants, agencies)
Qualify inquiries in seconds and route them by expertise + capacity.
Small firms (2–20 partners) providing billable expertise.
Illustrative scenario
Common problems
- Discovery calls scheduled for unqualified prospects
- Proposals take days to draft
- Referrals are ad-hoc
- Client-satisfaction is measured post-mortem, not continuously
Customer journey
- 1Referral or search
- 2Contact form or LinkedIn DM
- 3Discovery call
- 4Proposal
- 5Engagement
- 6Ongoing delivery + review
AI opportunities
- Qualification chat that gates the discovery call
- Instant proposal-draft based on service + industry
- Post-engagement satisfaction with case-study capture
Recommended WebsiteTech modules
- AI Digital Representative
- Lead & Customer Center
- Workflow Automation Builder
- AI Feedback Assistant (Customer Voice AI)
Recommended integrations
- Calendly / Google Calendar
- HubSpot / Pipedrive
- Notion / Google Drive
- DocuSign
Sample AI conversations
Visitor
Do you help with SOC 2 audits?
Nova (AI Employee)
Yes — we've completed 40+ SOC 2 Type II engagements. Typical timeline is 6 months for readiness + audit. Want to book a 30-minute scoping call this week?
Visitor
How much do you charge?
Nova (AI Employee)
Our engagements start at $18k for a scoping engagement and $65k+ for a full readiness + audit. Fees depend on your control surface — a 15-minute call is the fastest way to get you an accurate range.
Sample automations
Trigger
Inquiry received
Actions
- Score fit by industry + service
- Route to partner
- Send calendar link if score ≥ 7
Trigger
Engagement kickoff
Actions
- Auto-create Notion workspace
- 30/60/90-day CSAT drip
Setup requirements
- Service catalog + fee ranges
- Partner + associate directory with expertise tags
- Calendar integrations
Implementation sequence
Week 1
Qualification chat + calendar routing
Week 2
Proposal drafts + Notion sync
Week 3
CSAT drip + case-study capture
Compliance considerations
- Confidentiality clauses
- Professional liability disclosure rules
KPIs
- Discovery-call show rate
- Proposal turnaround time
- Case-studies published / quarter
- CSAT ≥ 8 rate
Common mistakes
- Publishing case-studies without written approval
- AI quoting exact fees before scoping
Want this built for your business?
We'll turn this playbook into a proposal tailored to your specific business, integrations and budget.
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