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
Faster Follow-up
Auto summaries and routing
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 What You're Missing
Use the calendar below to book your free AI Intake Audit. We'll walk through your current process, identify where inquiries are being lost, and show how an AI system can fix it.
No commitment required. 20-minute call.
Get Your Free AI Intake Audit
Fill out the form below and our AI assistant will call you within seconds to schedule your free audit.