Professional Services Automation

The Baseline

A local professional service firm was struggling with the "admin burden" of new leads. Every time a potential client reached out, an assistant had to manually email them a questionnaire, wait for the response, upload documents to a drive, and then schedule a discovery call.

The Leak: Leads were getting cold. The average time from initial inquiry to scheduled meeting was 48 hours. Many leads simply found someone else in the meantime.

The Build

We built an "Intake Brain":

• Dynamic Intake Forms: Forms that change questions based on user input, ensuring only qualified leads take up the firm's time.
• Automated Document Portal: Instant redirects to a secure upload portal after form submission, with automated reminders if files aren't received.
• Calendar Sync Logic: Automated scheduling through **GoHighLevel** that only allows bookings once the intake paperwork is 100% complete.