Professional Services Voice AI
Never miss a new client
78% of new clients call before they email. Miss the call, miss the client.
Capture every lead, qualify prospects, and schedule consultations automatically. Turn inquiries into revenue with intelligent voice agents that work around the clock.
Key Capabilities
Lead Qualification & Scoring
Intelligent qualification that asks the right questions, scores leads based on fit and budget, and routes high-value prospects immediately.
Consultation Scheduling
Automated scheduling with calendar sync, timezone handling, and confirmation reminders to maximize show-up rates.
Service Inquiry Handling
Detailed intake for consulting, accounting, marketing, and other professional services with custom questionnaires.
Client Onboarding
Streamlined onboarding calls that collect necessary information, explain processes, and set expectations.
Follow-Up Automation
Proactive follow-up calls for proposals, contract reviews, and check-ins to maintain engagement throughout the sales cycle.
CRM Integration
Seamless integration with Salesforce, Pipedrive, HubSpot, and other CRMs for complete lead and client management.
Use Case Scenario
"Hi, I'm interested in your marketing consulting services. We're a mid-size tech company looking to expand our digital presence."
"That's great to hear! I'd love to learn more about your needs. Can you tell me a bit about your current marketing challenges and what you're hoping to achieve?"
"We've been doing most of our marketing in-house, but we're struggling with SEO and paid advertising. We need someone who can help us scale our efforts and improve ROI."
"Perfect. Our team specializes in exactly that. I'd like to schedule a free consultation with one of our senior consultants. They can assess your current setup and provide a tailored strategy. What's your availability like next week?"
"I'm free Tuesday or Wednesday afternoon."
"Excellent. I've scheduled you for Tuesday at 2 PM with Sarah Chen, our Head of Digital Strategy. You'll receive a calendar invite and a brief questionnaire via email to help us prepare. Is there anything specific you'd like us to focus on during the consultation?"
Results
Capture every opportunity
Never miss a lead with intelligent voice AI.
Pre-configured for professional services. Production-ready in 5 minutes.
Trusted by 500+ businesses · 2.4M+ calls handled · 98% satisfaction