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01Booked consultations for professional services

Fewer discovery calls.
More engagements signed.

Built for law firms, consultancies, accounting firms, and high-ticket coaches. Every inquiry gets answered in 30 seconds, screened on the 4 criteria you set, and booked onto a partner's calendar only once it clears them. Everyone else keeps getting followed up until they do.

30s
first response
to every inquiry
21
days from contract
to live
24/7
intake in English
and Spanish
90
day booked-call
guarantee

02What's different here

Consultations are the conversion event.

01A partner hour you bill at $400 disappears into one unqualified discovery call, and most firms give away several a week.
02Your cycle runs 30 to 180 days. With nothing following up in between, the file never opens and the fee never lands.
03The firm that answers first gets the engagement. Most firms answer the next business day, so a $300 lead on a $30,000 matter goes to whoever picked up at 8 PM.

03What you get

Filtered pipeline,
booked consultations.

Intake memoMatter № 2417
  • A landing page per practice area (estate planning, M&A, executive coaching)
  • Google Search on the terms that carry intent to hire
  • LinkedIn retargeting aimed at the executive buyer
  • An AI agent that answers in 30 seconds and qualifies on your 4 criteria before a partner's calendar opens
  • Email follow-up tuned to a 30 to 180 day cycle
  • A written report every other Friday with CPL, qualified meeting rate, close rate

03.1The stack, owned by you

03.2Who does what

Your people still close.

01Nobody on your staff gets replaced. This covers the hours your firm is not at a desk: nights, weekends, and the hour a partner is in a meeting.
02Your team picks up a lead that already asked for the consultation, with the intake notes attached and the conflict question already asked.
03The compliance sits with us, in writing. TCPA, CTIA, A2P 10DLC, CCPA and CPRA, the California B.O.T. Act and CAN-SPAM are written into the agreement at our cost, with indemnity. Ask a software vendor to sign that.

04The Sprint

Live in 21 days.

Contract Monday. Progress every week. No mystery phases.

WK 1

Clarity & setup

Goals, access, FAQs, calendar and CRM map.

WK 2

Build

Pages, campaigns, scripts, knowledge base, booking wired, flows tested.

WK 3

Go live

Launch, monitor, tighten. First report two weeks later.

Your next client called two firms. They hired the one that answered.
Professional services · booked consultations

The 90-day booked-call guarantee.

Your Revenue Blueprint sets a booked-call target from your numbers, not ours. Miss it at day 90 and we work at a zero retainer until we hit it. Met your side of the SLAs and want out instead? Take the conditional refund.

How it works

Partners close.
The system qualifies.

Book the strategy call and bring last month's numbers: inquiries, response time, close rate, average matter value. You leave knowing what the gap costs you and what closing it is worth.

We onboard four clients a month · 90-day booked-call guarantee, in writing