PlaybookProfessional services
The four-minute reply playbook
A step-by-step way to make every enquiry get a useful human-quality answer within minutes — without hiring anyone.
Deploy in an afternoon 8 min readWin more inbound2 July 2026
Intelligence
An advisory firm stopped losing enquiries between client meetings
Partners are the best closers and the worst responders. The AI team held the line until a human was free.
2.4x
Qualified meetings
6 min
First reply
9 / week
Partner hours saved
$1.1M
Pipeline added
The situation
Forty enquiries a month, all routed to whichever partner the client happened to name. Partners spend their days in client sessions, so replies came in the evening — or not at all.
What we put to work
- Inbound Responder acknowledges within minutes and asks the two questions that actually qualify.
- Qualifier separates a retainer conversation from a one-hour question.
- Router books the right partner rather than the named one when the named one is unavailable.
Your numbers
Two numbers from your business, pre-filled with the professional services benchmark. Everything else assumes a conservative 20% close rate on the deals AI recovers.
$912,000
Extra revenue a year
+36
Extra deals a year
168 hrs
Selling hours returned
See it run on your business
Enter what you sell and watch Sales Intelligence build the page, answer the enquiry and route the buyer — in about two minutes.
Professional services benchmark
- Average deal
- $25,000
- Enquiries a month
- 40
- Median first reply
- 14 hrs
- Close rate
- 20%
Biggest leak in professional services: partners sitting on inbound enquiries between client meetings.
Read next
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