Less admin. More billable hours.
AI automation for consultants, accountants, financial advisors, coaches, and agencies — handling lead qualification, proposal follow-up, client onboarding, and reporting.
Lead Qualification
AI qualifies inbound inquiries by budget, timeline, and fit before any human time is invested.
Proposal Follow-Up
Automated follow-up sequences on every sent proposal — day 1, 3, 7, and 14.
Client Onboarding
New client triggers automated onboarding sequence — contracts, docs, and kickoff scheduling.
Communication Automation
Regular client touchpoints and status updates sent automatically on schedule.
Reporting
Monthly performance reports generated and sent to clients without manual effort.
Referral Campaigns
Happy clients automatically asked for referrals at the right moment in the engagement.
How businesses use this
Accounting Firm Onboarding
New tax client → engagement letter sent → questionnaire automated → kickoff booked.
Consulting Proposal Follow-Up
Proposal sent → 5-touch follow-up sequence starts automatically. Close rate increases 35%.
Financial Advisor Appointments
Prospect inquires → AI qualifies assets under management → books discovery call.
Agency Client Reporting
Monthly performance reports pulled from connected tools and sent to each client automatically.
What you actually get
More time billing. Less time admin.
Book a free session to design your professional services automation stack.