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Professional services

Stop billable people doing unbillable chasing.

In a firm where time is the product, the most expensive hour in the week is the one a senior person spends chasing a proposal. Agents take the chasing and the scheduling; the advice stays where it belongs.

“Our most expensive people spend hours on follow-up that anybody could do — except nobody does.”
The version of this we hear most often

Proposal follow-up, handled properly

Somebody reading your proposal four times in an afternoon is worth a call that day. Without something watching, nobody knows.

Referrals and dormant enquiries worked

Old enquiries in a mailbox are the most common untapped pipeline in a firm this size, and the hardest to work by hand.

No advice, structurally

Agents answer from approved firm knowledge and stop at anything resembling advice. This is the boundary that makes the whole thing usable here.

Matter confidentiality respected

An agent sees the accounts it was assigned. Separation is enforced at the record, not by a filter somebody remembered to apply.

Where to start

The motions this trade runs.

Four that almost every company in this line of work does by hand, inconsistently. Each has a clear threshold and stops somewhere a person should still decide.

  • “Answer every enquiry within minutes, including out of hours”
  • “Chase proposals and notice when one is being read”
  • “Reopen enquiries that went quiet more than three months ago”
  • “Open renewal conversations ninety days out”
Demo data

Opportunities

12 open · €184,000 · 5 need a person

Costa Brava SuitesTake the contractual terms conversation€22,400Needs you
Sunset HotelsHold the renewal review, and raise emergency cover€18,000Needs you
Hotel MiramarDecide on the 8% discount Maria asked for€14,200Needs you
Marisol GroupSend the proposal Jordi asked for five days ago€11,300Needs you
ACME HospitalityDo not contact about expansion yet€9,800On hold

Also relevant

Sales follow-up without building a sales department.

Follow-up without a sales department.

Small business

Make sure every opportunity gets a next action.

Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.

Agents identify themselves on every call · Nothing commits without you · [email protected]