AI and automation for professional services firms and B2B companies
In service companies of 20 to 250 people, selling often depends on the owner or one partner: leads wait days in an inbox, proposals are built from scratch and follow-up is irregular. We set up a sales process with CRM, qualification, template-based proposals and orderly collections, with margin measured by service.
Who it is for: Consultancies, accounting, legal and engineering firms, technology, logistics and B2B service companies with consultative sales cycles.
Where the sale is lost
- Leads land in the owner's or a partner's inbox and wait days, and selling depends on one person.
- Every proposal is built from scratch, with different scopes and prices.
- Follow-up is irregular: the cycle is neither resumed nor closed.
- Manual invoicing and collections, with no view of which service leaves margin.
The flow, step by step
Each step shows what the system does, where a person decides and what gets recorded.
Step 1 of 7
Capture
What the system automates
Google, LinkedIn, referrals and events land in one CRM, with a form or chat that does the first qualification.
Where a person decides
Defines the ideal customer and markets.
What gets recorded
Source and account.
What we connect
- CRM (HubSpot or Pipedrive)
- Calendar and video calls
- Proposals and e-signature
- WhatsApp Business API and email
- Invoicing and accounting
- Project manager
- Sales and margin dashboard
What we measure
- First response time
- From the lead arriving to first contact.
- Lead to meeting and meeting to proposal
- Where the opportunity drops out.
- Proposal to close
- Share of proposals that are won.
- Sales cycle
- Days from first contact to contract.
- Margin by service
- Revenue minus direct delivery cost, by service and client.
- Days to collect
- Average time between invoice and payment.
Human control and compliance
- A person approves every proposal before it is sent.
- Meetings are recorded only with notice and consent from participants.
- Client data has role-based access and a log of changes.
- AI prepares and reminds; commercial decisions are made by the team.
What a conversation sounds like
Illustrative example, not a real client.
Hello, we need a firm to handle the accounting and taxes of a 40-person company.
Good afternoon. To guide our team properly: what does the company do and roughly how many invoices do you process per month?
Food distribution, around 600 invoices.
Thanks. I can book a 30-minute meeting with a partner this week. Would you prefer Wednesday at 10:00 or Thursday at 3:00 p.m.?
In your systemQualified lead (40 employees, ~600 invoices/month) assigned to a partner. Meeting booked and pre-meeting questions sent.
Where to start
Lead response in under 15 minutes
Immediate first contact and qualification, without going through the owner's inbox.
First step: Connect forms, WhatsApp and CRM with assignment rules.
Proposals from a template
Scope, price and acceptance criteria built in minutes.
First step: Standardize 2 offers with their scopes.
Follow-up that is not forgotten
Reminders by stage for the buyer and the team.
First step: Define stages and maximum times per stage.
Margin by service and client
A dashboard that joins sales, hours and invoicing.
First step: Connect hours, invoices and accepted proposals.
First weeks. The first 4 weeks: CRM with stages and assignment rules, initial qualification, proposal templates for 2 offers and a pipeline dashboard.
Frequently asked questions
What can AI automate in professional services and b2b?
Capture: Google, LinkedIn, referrals and events land in one CRM, with a form or chat that does the first qualification. Qualification and enrichment: Completes company data, size and contact role, and assigns a fit score against the ideal customer. Discovery: Books the meeting, sends pre-meeting questions and a reminder, and summarizes the conversation in the CRM (with notice to participants if it is recorded). Proposal: Builds the proposal from a template with scope, price and acceptance criteria. Follow-up: Reminds the buyer and the team every three business days with the next step. Kickoff: Generates the contract, requests access and creates the project's starting tasks. Delivery and collections: Gathers hours and invoices, sends payment reminders and a monthly report to the client.
What does a person always decide?
A person approves every proposal before it is sent. Meetings are recorded only with notice and consent from participants. Client data has role-based access and a log of changes. AI prepares and reminds; commercial decisions are made by the team. Capture: Defines the ideal customer and markets. Qualification and enrichment: Assigns the owner. Discovery: Leads the meeting.
What is measured to know it works?
First response time: From the lead arriving to first contact. Lead to meeting and meeting to proposal: Where the opportunity drops out. Proposal to close: Share of proposals that are won. Sales cycle: Days from first contact to contract. Margin by service: Revenue minus direct delivery cost, by service and client. Days to collect: Average time between invoice and payment.
How does a project start in this sector?
With a 30 to 45 minute discovery session at no cost, followed by a 1 to 2 week diagnosis. The first 4 weeks: CRM with stages and assignment rules, initial qualification, proposal templates for 2 offers and a pipeline dashboard.
Start with a diagnosis.
Tell us what you want to improve. We will message you to set up a 30 to 45 minute discovery session at no cost.