Use case · Professional services
In professional services the first hour decides. Whoever sends an enquiry has usually sent it to several providers, and the order of the replies counts for more than the price. At the same time a large share of enquiries leads nowhere - and costs attention regardless.
The entry point with the least risk
What is different here
Scope, timing and budget are almost always missing. The first real work is therefore not the assessment but the follow-up question - and that costs another day if it is only written in the afternoon.
Region, order size, service profile, sometimes simply the instinct from twenty similar cases. That can be learned from completed jobs - but not from a rule somebody writes down.
Whoever does not fit today asks again in two years - or recommends you on. Which is why no rejection goes out here without a person looking at it, however clear-cut the case.
If yours is not listed, that is not an exclusion. Where no interface exists, we build one - that is the most demanding part and it is our trade.
Where the service needs explaining, the first contact is part of the sale. So what gets automated is the preparation, not the conversation.
The difference
A person does itThe system does it
How it runs today
How it would run with us
What it gets you
Where it does not fit
Where the first contact is itself the selling point - services that need explaining and rest on a personal bond - automation does more harm than good.
Where the service needs explaining, the first contact is part of the sale. So what gets automated is the preparation, not the conversation. Whether it pays for you depends on your volume - the audit establishes that.
Yes. The ones listed are those we most often meet in professional services - a list, not a precondition. Where no interface exists, we build one.
The criteria that make an enquiry a fit for you - roughly is enough, we sharpen them together. Access to the form and the mailbox, and to the calendar as well if appointments are to be suggested. A decision on which replies may go out without a person looking at them. Nothing more is needed to start.
Across 100 real enquiries the "fit / not a fit" assessment agrees with yours in at least 90 %. No enquiry goes unanswered for longer than one working day. Rejections give a reason and sound like your firm, not like a machine.
2 to 4 weeks - the entry point with the least effort.
Follow-up questions and suggested appointments run independently. Rejections and anything touching price go past a person - a wrongly declined enquiry does not come back.
Where the first contact is itself the selling point - services that need explaining and rest on a personal bond - automation does more harm than good.
This page shows the fit in professional services. The process itself is sector-independent - what matters is whether it repeats.
Customer enquiries in generalYou tell us where your time goes. We put it in writing: what is worth automating, and roughly what that costs.
