AI automation for agencies, consultants, accountants, and professional service firms that need lead qualification, client intake, reporting, and workflow automation.
Common call types
- New client inquiries
- Discovery-call booking
- Scope qualification
- Client onboarding
- Reporting requests
Relevant automations
- Lead qualification
- Client intake
- Proposal handoff
- Reporting workflows
- CRM follow-up
Business outcomes to measure
- Respond to high-intent leads faster
- Standardize client intake
- Reduce internal admin
- Keep CRM and reporting accurate
Implementation approach
- Define ideal-client criteria and service-line routing.
- Connect website forms, calls, CRM, calendar, project management, and reporting tools.
- Build workflows for discovery, onboarding, updates, and renewals.
- Measure booked calls, qualified leads, and admin time saved.
What it costs
Focused automations such as missed-call recovery typically cost $2,000 to $5,000 to build. A production AI receptionist with booking, CRM updates, and call transfers typically costs $5,000 to $15,000, plus monthly usage for calls and texts. Every quote is fixed-scope and in US dollars. See pricing details.
Operational metrics to review
- monthly admin saved target
- 40h+
- lead response
- < 60s
- intake summaries
- 100%
- faster handoffs
- 3x
Frequently asked questions
Can agencies use AI automation for client acquisition?
Yes. AI can qualify leads, answer service questions, book discovery calls, and create CRM records for sales follow-up.
Can this automate client onboarding?
Yes. Intake forms, document collection, project setup, reminders, and internal tasks can be automated.
Can it support multiple services?
Yes. Routing can use service type, budget, urgency, location, or account owner.