Professional Services
Intake, scheduling, and proposal chase eat the week. Your agent handles the front door — so you deliver the work.
Deploy in minutes · Enterprise-ready security
Front office, without a hire
Configure services and qualification, connect calendar and email, and book discovery calls without inbox triage.
Add your website — services, ideal client, pricing approach, and intake questions — professional tone that matches your firm.
Discovery slots, proposal follow-ups, and CRM logging — pipeline stays warm without manual chase.
Prospects get qualified and scheduled while you stay on billable client work.
English, Spanish, French, German, Portuguese, Arabic, Chinese, Hindi, Japanese, Korean, Italian, Vietnamese, Arabic, Arabic, Bengali, Indonesian, Portuguese, Russian, Spanish, Turkish
Operational scenarios
Client intake, scheduling ping-pong, and proposal follow-ups that pull you off delivery.
A VP inquires Friday afternoon. You're in client meetings. By Tuesday they've taken a competitor's call.
Slow replies lose prospects
Calls booked while interest is hot
Minutes later: acknowledgment, a few qualifying questions, discovery slots offered. They're on your calendar — not theirs.
NY + London + Singapore. Fifteen emails deep, still no time.
Email ping-pong
Booked in one round
Availability checked, three workable options proposed, meeting booked on confirmation.
Prospect wants a scope call before the bid deadline. You are on a client site until Friday night.
RFPs wait for your inbox
Discovery booked same night
Agent acknowledges, collects RFP basics, and books a 30-minute discovery before competitors even open the attachment.
Ten "quick" emails a week become unbillable triage. You answer because silence feels rude.
Unbillable email triage
Triage before your calendar
Agent triages: schedule a call for scope changes, answer FAQs from approved docs, escalate only true urgencies.
Customer experience
Warm, helpful replies at the speed they expect — so nobody waits on hold or wonders if you got their message.
Calls, texts, and DMs get a real response — not voicemail or silence.
Nights, weekends, and your busiest hours — customers never hit a dead end.
Helpful answers that feel human — taking care of people, not running a phone tree.
Sales objections
Capture inquiries and schedule discovery calls without the back-and-forth.
You won't have a bot talk to executives — yet six hours a week go to scheduling emails you rewrite from scratch.
Polished, executive-tone coordination like a sharp EA. More time for the personal work that actually wins retainers.
CPA/advisory firm won't put sensitive numbers in an AI system.
Front-door intake only: engagement type, timeline, size. Confidentials stay in your secure systems.
Partners worry clients expect them personally on every email — but associates already ghost prospects for days.
First reply stays on-brand and human; partners approve tone once. Clients get speed; partners keep the relationship.
Proposals go out Friday; Monday is client delivery. Hot prospects cool off with no nudge.
Timed follow-ups on proposal status, objection prompts, and calendar holds for decision calls — pipeline stays warm.
Growth
Check-ins and referral asks that don’t feel like mass email.
Dozens of past clients could re-engage — one-by-one outreach feels like cold-calling your own book.
Dormant book of business
Value-first check-ins tied to their world: a catch-up offer, not a sales blast.
Past clients re-engagedGreat advice never becomes content. Blog's been quiet for months.
Insights trapped in calls
Themes from conversations become draft posts you review and publish — thought leadership without a writing marathon.
Published from real workYou have insights from client work but no time to write. Competitors publish monthly; you publish never.
Insights stuck in calls
Agent drafts client-safe summaries from approved talking points — you edit once, send on schedule.
Consistent client updatesAccountant who sent three clients last year has not referred since — you never checked in.
Partner referrals fade
Quarterly partner touch with a useful update — referrals restart without a salesy blast.
Partners stay warmYour stack
Discovery calls on Calendar, proposal follow-ups in Gmail, and CRM notes without manual entry.
Coordinate availability across team members and clients
Send professional follow-ups, agendas, and meeting recaps
Get notified about new inquiries and proposal responses
Generate meeting links for discovery calls and client sessions
Track leads and engagement status through your pipeline
Connect via OAuth in Settings
Airtable, Asana, Bitbucket, Cal, Calendly, Confluence, Grok, Discord, Dropbox, GitHub, GitLab, Gmail, Google Ads, Google Calendar, Google Drive, Google Sheets, Gorgias, HubSpot, Jira, Klaviyo, Linear, LinkedIn, Microsoft Teams, xAI, Notion, OpenAI, OpenRouter, Outlook, Salesforce, Shopify, Slack, Stripe, Trello, Zendesk
Launch an agent that captures inquiries, schedules discovery calls, and follows up — so billable hours stay billable.
15-minute strategy call
FAQ
Setup, billing, and what your agent handles on a call.
It works for any professional services shop losing billable time to inbox and scheduling — consultants, accountants, agencies, and fractional executives.
Your agent handles scheduling, intake, and follow-up so you stay in deep work. Partners review summarized requests instead of clearing email all morning.
Configure the questions you always ask on a first call. The agent collects answers upfront and books discovery calls on open calendar slots.
Gmail, Google Calendar, Slack, Stripe, and CRM tools via OAuth — the same stack most firms already use for client work.
Yes. You approve templates, set escalation rules, and choose read vs. send permissions per connection.
Professional Services
Intake, scheduling, and proposal chase eat the week. Your agent handles the front door — so you deliver the work.
Deploy in minutes · Enterprise-ready security
Front office, without a hire
Configure services and qualification, connect calendar and email, and book discovery calls without inbox triage.
Add your website — services, ideal client, pricing approach, and intake questions — professional tone that matches your firm.
Discovery slots, proposal follow-ups, and CRM logging — pipeline stays warm without manual chase.
Prospects get qualified and scheduled while you stay on billable client work.
English, Spanish, French, German, Portuguese, Arabic, Chinese, Hindi, Japanese, Korean, Italian, Vietnamese, Arabic, Arabic, Bengali, Indonesian, Portuguese, Russian, Spanish, Turkish
Operational scenarios
Client intake, scheduling ping-pong, and proposal follow-ups that pull you off delivery.
A VP inquires Friday afternoon. You're in client meetings. By Tuesday they've taken a competitor's call.
Slow replies lose prospects
Calls booked while interest is hot
Minutes later: acknowledgment, a few qualifying questions, discovery slots offered. They're on your calendar — not theirs.
NY + London + Singapore. Fifteen emails deep, still no time.
Email ping-pong
Booked in one round
Availability checked, three workable options proposed, meeting booked on confirmation.
Prospect wants a scope call before the bid deadline. You are on a client site until Friday night.
RFPs wait for your inbox
Discovery booked same night
Agent acknowledges, collects RFP basics, and books a 30-minute discovery before competitors even open the attachment.
Ten "quick" emails a week become unbillable triage. You answer because silence feels rude.
Unbillable email triage
Triage before your calendar
Agent triages: schedule a call for scope changes, answer FAQs from approved docs, escalate only true urgencies.
Customer experience
Warm, helpful replies at the speed they expect — so nobody waits on hold or wonders if you got their message.
Calls, texts, and DMs get a real response — not voicemail or silence.
Nights, weekends, and your busiest hours — customers never hit a dead end.
Helpful answers that feel human — taking care of people, not running a phone tree.
Sales objections
Capture inquiries and schedule discovery calls without the back-and-forth.
You won't have a bot talk to executives — yet six hours a week go to scheduling emails you rewrite from scratch.
Polished, executive-tone coordination like a sharp EA. More time for the personal work that actually wins retainers.
CPA/advisory firm won't put sensitive numbers in an AI system.
Front-door intake only: engagement type, timeline, size. Confidentials stay in your secure systems.
Partners worry clients expect them personally on every email — but associates already ghost prospects for days.
First reply stays on-brand and human; partners approve tone once. Clients get speed; partners keep the relationship.
Proposals go out Friday; Monday is client delivery. Hot prospects cool off with no nudge.
Timed follow-ups on proposal status, objection prompts, and calendar holds for decision calls — pipeline stays warm.
Growth
Check-ins and referral asks that don’t feel like mass email.
Dozens of past clients could re-engage — one-by-one outreach feels like cold-calling your own book.
Dormant book of business
Value-first check-ins tied to their world: a catch-up offer, not a sales blast.
Past clients re-engagedGreat advice never becomes content. Blog's been quiet for months.
Insights trapped in calls
Themes from conversations become draft posts you review and publish — thought leadership without a writing marathon.
Published from real workYou have insights from client work but no time to write. Competitors publish monthly; you publish never.
Insights stuck in calls
Agent drafts client-safe summaries from approved talking points — you edit once, send on schedule.
Consistent client updatesAccountant who sent three clients last year has not referred since — you never checked in.
Partner referrals fade
Quarterly partner touch with a useful update — referrals restart without a salesy blast.
Partners stay warmYour stack
Discovery calls on Calendar, proposal follow-ups in Gmail, and CRM notes without manual entry.
Coordinate availability across team members and clients
Send professional follow-ups, agendas, and meeting recaps
Get notified about new inquiries and proposal responses
Generate meeting links for discovery calls and client sessions
Track leads and engagement status through your pipeline
Connect via OAuth in Settings
Airtable, Asana, Bitbucket, Cal, Calendly, Confluence, Grok, Discord, Dropbox, GitHub, GitLab, Gmail, Google Ads, Google Calendar, Google Drive, Google Sheets, Gorgias, HubSpot, Jira, Klaviyo, Linear, LinkedIn, Microsoft Teams, xAI, Notion, OpenAI, OpenRouter, Outlook, Salesforce, Shopify, Slack, Stripe, Trello, Zendesk
Launch an agent that captures inquiries, schedules discovery calls, and follows up — so billable hours stay billable.
15-minute strategy call
FAQ
Setup, billing, and what your agent handles on a call.
It works for any professional services shop losing billable time to inbox and scheduling — consultants, accountants, agencies, and fractional executives.
Your agent handles scheduling, intake, and follow-up so you stay in deep work. Partners review summarized requests instead of clearing email all morning.
Configure the questions you always ask on a first call. The agent collects answers upfront and books discovery calls on open calendar slots.
Gmail, Google Calendar, Slack, Stripe, and CRM tools via OAuth — the same stack most firms already use for client work.
Yes. You approve templates, set escalation rules, and choose read vs. send permissions per connection.
