Industry · Professional Services

An associate that qualifies every inquiry in 30 seconds.

Strategy, design, dev or marketing firms: every lead gets scoped, priced and routed before they call a competitor.

Professional Services · AI agent• Online
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The industry problem

What's breaking in professional services right now.

Bad leads waste partner time

Partners spend hours on discovery calls that should have been filtered in 5 minutes.

Pricing question kills momentum

"How much?" gets a wishy-washy reply — and the lead ghosts.

Inquiries pile up on Mondays

Weekend leads sit cold for 48 hours. Hot ones already signed with someone else.

No scope = bad fit

Half of new business calls reveal scope mismatch the website should have caught.

How it works · 01

What the associate knows

  • Your services, packages and price bands
  • Past case studies and verticals you've served
  • Team capacity and current lead times
  • Qualification questions partners care about
  • Your sales process, CRM stages and SLAs
  • Partner specialties and routing rules
How it works · 02

What it does for every customer

  • Scopes the inquiry: type, budget, timeline, stack
  • Pre-qualifies against your ICP — filters tire-kickers
  • Shares case studies that match the prospect's vertical
  • Books intro call with the right partner — calendar-aware
  • Updates HubSpot/Salesforce with full transcript
  • Politely declines bad fits with referral suggestions
A real example

Design & brand consultancy · 24 people

Monthly inquiries
180
Qualified rate
22%
Avg project
₪95K
Sales cycle
38 days
Before the AI agent
78%
Inquiries unqualified
48h
Avg response time
12h
Partner time/wk on discovery
₪0
Of weekend pipeline
Friday · 23:40 Reply < 30s
Hi — we're a Series B fintech, looking to rebrand. What does that cost?
Great timing — we've rebranded 4 Series A/B fintechs in the last 18 months. Quick scope: are you looking at a full identity refresh (logo, system, brand book, launch) or visual update only? Typical Series B full refresh with us is ₪260–340K over 10–12 weeks.
Full refresh. Need to be ready before our Series C raise in Q3.
Doable — we can slot you for kickoff in 3 weeks, delivery by mid-May. I'm booking you with our fintech lead, Maya, for a scoping call Tue 10:00. Sending two case studies (Lemonade, Pagaya) to your inbox now.
What your team sees
Lead
🔥 Hot · Series B fintech
Scope
Full rebrand · ₪260–340K · 10–12 wk
Urgency
Pre-Series C / Q3
Routed to
Maya (Fintech lead) · Tue 10:00
CRM
Logged in HubSpot · Stage: Qualified
Pushed automatically to your CRM via webhook.
After 4 months
Qualified rate
54%
Up from 22%
Partner discovery time
−68%
Reclaimed
Response time
<2 min
From 48h
Weekend pipeline
+₪380K
Quarterly
Industry-specific

Built for professional services.

01

ICP scoring

Scores every lead against your fit criteria — budget, vertical, stage, geo.

02

Partner calendar routing

Books with the right partner based on specialty and availability.

03

Case study matching

Sends relevant case studies in chat — instant social proof.

04

CRM-native

Logs everything to HubSpot, Salesforce or Pipedrive with full context.

05

Graceful decline

Politely declines bad fits with referral or self-serve options.

06

Multi-language

Serve global clients in 90+ languages — qualifications stay accurate.

Who it fits

Made for every shape of professional services.

Design & brand

Studios and creative shops

Dev shops

Software & product engineering

Marketing agencies

Performance, brand, PR

Consulting firms

Strategy & management

Legal & advisory

Boutiques and specialty firms

Independent experts

Solo consultants & fractionals

Common questions

  • Yes — native connectors for the tools professional firms use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Stop scoping leads at midnight. Let qualified ones book themselves.

14 days · No credit card · Cancel any time

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