Consulting AI Intake
AI Intake for Consulting Firms
Capture every inquiry, qualify prospects to your ideal client profile, book discovery calls, and keep your CRM updated automatically.
- 24/7 capture from all channels
- Qualification by budget, fit, and timeline
- Discovery call booking without back-and-forth
- CRM routing with notes and outcomes
Built for firms that sell expertise and need clean qualification
What you get
A high-converting intake flow that qualifies prospects, books calls, and keeps your CRM clean and up to date.
24/7 inquiry capture
Capture leads from ads, referrals, and organic traffic at any hour.
ICP-based qualification
Ask the right questions to identify high-fit clients and filter noise.
Auto discovery booking
Book the right call type and reduce scheduling back-and-forth.
CRM updates and routing
Create contacts, add notes, assign owner, and move stages automatically.
See it on your calls.
Free 20-minute audit
We look at how your calls get answered today and where people slip through.
Hear it answer a call. The live demo runs in your browser, set up as a sample roofing company.
Try the live demoFrequently asked questions
How does AI intake help a consulting business?
It captures inbound inquiries 24/7, qualifies them based on your ideal client profile, books discovery calls, and logs everything into your CRM so you can follow up fast.
Can it qualify leads based on budget and service fit?
Yes. It can ask about budget range, timeline, industry, company size, and goals, then route leads into the right offer, calendar, or pipeline stage.
Can it handle multiple offers or service lines?
Yes. The assistant can identify the right service based on the prospect's answers and book the correct type of call with the right team member.
Will it integrate with my CRM and scheduling tools?
Yes. We connect to tools like HubSpot and your calendar via automation workflows, so contacts, notes, and outcomes are saved automatically.