New Client Enquiries Handled Like They Matter
Enquiry intake, screening and consultation booking for firms whose billable hours are too valuable to spend on scheduling.
What we usually hear
Your senior people bill by the hour and spend a chunk of every week on scheduling, chasing and screening enquiries that were never a fit.
Where a crew fits
A dedicated crew handles intake and scheduling: screening enquiries against your criteria, booking consultations into the right diary and keeping the follow-up moving.
What agents handle in professional services
Scope is agreed in writing during onboarding. These are the tasks that come up most often.
New enquiry intake
Capturing enquiry details in a consistent, complete format.
Prospect screening
Filtering against your engagement criteria before senior time is spent.
Consultation booking
Meetings booked into the right diary with the right preparation notes.
Proposal follow-up
Chasing proposals that have gone quiet.
Scheduling administration
Rescheduling, reminders and calendar management.
Client check-ins
Structured contact during and after engagements.
Where agents sit in the process
Your version of this is agreed during onboarding. This is the shape it usually takes.
- Enquiry arrives By phone, form or referral.
- Agent captures the need Structured intake covering scope, timeline and budget indication.
- Screens Against the engagement criteria you set.
- Books the consultation Into the diary of the right person, with a briefing note.
- Follows up Proposals chased on your agreed cadence.
Services that fit this industry
Appointment Setting
Dedicated setters contact your leads, qualify them and book appointments straight into your calendar.
From $5.99/hrLead Qualification
Agents screen every inbound lead against your criteria and route only the ones that fit.
From $5.99/hrB2B Telemarketing
A dedicated B2B calling team works your campaign: prospecting, qualification, decision-maker identification and follow-up.
From $6.49/hrInbound Customer Support
Dedicated agents answer your incoming calls, resolve routine questions and document every conversation in your systems.
From $4.99/hrWorth reading before you start
What Does a Dedicated Support Agent Do?
What "dedicated" actually means, an hour-by-hour view of the work, and the boundaries worth setting before an agent starts.
7 min readRead →How to Outsource Appointment Setting
The definition work that determines success, why per-appointment pricing often backfires, and the metrics that show whether it is working.
9 min readRead →What Businesses Benefit From B2B Appointment Setters?
Five characteristics that predict whether outbound appointment setting will work for your business, and four situations where it will not.
8 min readRead →See exactly how this team gets built
Discovery, team design, agent selection, training, launch, QA, reporting and scaling — every stage has its own page.
What agents will not do
Being explicit about the boundary protects you as much as us. These limits are written into the script before a single conversation happens.
- Agents perform administrative intake. They do not give professional advice of any kind.
- Where your profession is regulated, confidentiality and conflict-checking requirements must be reflected in the intake process you approve.
- Client confidentiality obligations should be covered explicitly in the agreement before onboarding.
Professional Services FAQs
Will agents give advice to prospects?
No. They capture the enquiry and book time with your professionals. The boundary is written into the script.
Can agents sign confidentiality terms?
Confidentiality obligations form part of the engagement agreement. Discuss any additional requirements during scoping.