For Consulting & Professional Services
Close six-figure engagements before your competitor replies.
Strategy consultants, fractional CFOs, financial advisors, executive coaches. The proposal that arrives first gets the contract.
Where revenue leaks
Three patterns we see in every consulting & professional services audit
The 'let's chat' black hole
LinkedIn DMs, referrals, speaking-event contacts. All scattered across inboxes. 'Let's find time' never turns into calendar.
Typical practice converts 22% of inbound vs. 68% with structured intake.
No engagement-tier qualification
A one-hour advisory call and a 6-month strategy engagement show up as the same lead. No prioritization = no throughput.
Tier-based routing doubles principal's billable-hour utilization.
Proposal → silence → loss
Proposal goes out, prospect goes quiet, lead dies. No automated re-engagement for proposals in flight.
Proposal-stage nurture sequences close 24% more stalled deals.
What we install
Tailored for consulting & professional services
Same 21-day install, different configuration. These are the pieces that matter specifically for your vertical.
Engagement-tier qualification
Short-advisory / project-based / retainer / workshop — each captured at intake with budget + timeline signals. Routed to the appropriate calendar.
Discovery-call prep automation
Pre-call intake generates a custom prep doc for the consultant with the prospect's stated goals, metrics, and sticking points. Call starts 10 minutes ahead.
Proposal-in-flight nurture
After proposal send, automated touches at day 3, 7, 14 — written in your voice, not a salesy template. Recovers stalled deals.
Referral & alumni tracking
Clients who engaged you once are 5x more likely to refer. Automated quarterly check-ins keep the loop alive.
Diagnostic
Quantify your leak
Your numbers, not ours. The math comes from your own inputs — applied to published conversion research.
Diagnostic
Quantify your revenue leak
How many leads do you receive per month?
Form submissions, inbound calls, referrals — roughly.
Questions
Frequently asked
I don't want my intake to feel automated.
It won't. The AI writes in your voice after a short calibration session — you review and approve the templates. Clients read 'attentive and fast,' not 'robotic.'
How does this work for a solo practice?
Solo practices get the biggest lift. The system replaces the 'operations partner' you can't justify hiring until you have the revenue, which you can't get without better intake. It's a step-function unlock.
Does this integrate with my CRM?
Yes — HubSpot, Pipedrive, Attio, Copper, Streak. Deals and contacts sync both ways.
Also see
Same system, different context
For Law Firms
Law Firms
High-value legal leads don't wait. The firm that responds first wins the retainer — and the lifetime-value referrals that follow.
For Med Spas & Cosmetic Practices
Med Spas
Cosmetic buyers browse at midnight and book in the morning. The practice that responds while they're still scrolling wins the consultation.