For professional services

A first conversation that qualifies every lead.

Professional services are bought through conversations. A services bot explains what you do and for whom, asks the qualifying questions you choose and books discovery calls with the right person.

Sloane, the Concierge bot

Sloane

Concierge

A starting point for professional services

What gets in the way

Where a bot helps first

01

Inbound leads without context

02

Discovery calls with poor fits

03

Slow first replies

How Sloane could sound

Example
Do you work with small businesses?
We do; most of our clients have 10 to 200 people. May I ask a little about your business and what you’re looking for?
We need help with our insurance renewal.
That’s a good fit. I’ll book a discovery call with an advisor and send them a summary first.

Recommended skills

Five skills to start with

Lead Qualification

Works now

Learns what each visitor needs and tells you which inquiries are worth your time.

Sales Assistance

Works now

Answers buying questions with facts from your website, any hour of the day.

Consultation Booking

Needs connection

Turns interest into booked consultations without back-and-forth emails.

Needs: your calendar

Inquiry Summaries

Works now

Delivers a clear brief of every qualified conversation to your inbox.

Customer Follow-Up

Needs connection

Checks in with prospects who didn’t book, so warm leads don’t go cold.

Needs: email or SMS, plus customer opt-in

What could change

Faster, better-qualified leads

Discovery calls that start informed

Less time on poor fits

Potential outcomes, not guarantees. Your workspace shows what actually happens.

Related industries

Law firmsAccounting & taxReal estateAll industries

See what your professional service website says.

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