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.”
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”
Opportunities
12 open · €184,000 · 5 need a person
Also relevant
Sales follow-up without building a sales department.
Follow-up without a sales department.
Other trades
Not quite your line of work?
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]