Use case

Services / Consulting (lawyers / doctors / consulting / tutors)

Pearl-like territory. High-AOV consultations, intake screening, booking. Voice + Sales + Customer Success — three main agents.

Pain

Each new lead takes 20 min on intake call. 60% don't fit your focus area. You waste time on non-clients and miss potentially large ones.

📅 Demo for Services / Consulting · 30 min → Start for free
Orders / mo
20–100 (consults)
Avg AOV
₴1000–15000 (per consult)
Return rate
N/A
Repeat rate
60–80% (retainer-based)
useCaseLayout.channelsLabel
4
Phone · Web Forms
24/7
intake coverage
60%
pre-qualified, don't reach consult
−15 min
per intake call
Your agent stack

Which agents deliver the most for Services / Consulting

How it works in live conversations

Real examples from Services / Consulting

customer "(call) "I have a question about contract review""
→ Voice Agent · Intake

Pre-screens: contract type, urgency, budget. If fit — books 30-min consultation in Cal.com. If not — offers self-serve resources.

60% pre-qualified

customer "(web form) "Looking for a tax consultant""
→ Sales Agent

Collects: ФОП / ТОВ, scope, frequency. Passes lead to operator with full brief in 2 min.

−15 min intake

customer "(after consultation, 7 days) — nothing"
→ Customer Success · Journey

"How are things with your case? If you need support — book a follow-up." Consult → retainer conversion +30%.

+30% follow-up rate

customer "Your contract expires next month."
→ Customer Success Agent

Auto-fired renewal reminder 30 days out. Operator has ready-made renewal proposal.

85% renewals

Vertical pack

What activates with one click

Ready-made defaults for Services / Consulting. You can change them in Tuning UI whenever you want.

Active modules
voicesales_chatjourneyprofittax
Connectors
Twilio / BinotelCal.comEmail (Resend)KeyCRMWayForPay
Thresholds + policies
  • ▸ Pre-qualification questions: urgency / budget / focus-area fit
  • ▸ Cal.com integration → only qualified leads see calendar
  • ▸ Auto-recurring follow-ups: 7 / 30 / 90 days
Tone

Professional, formal "You", no emoji. Conservative — this is consulting, not e-com.

Honest talk

What worries me?

Ready to see it in a live demo?

30 minutes · Google Meet · I'll show you how it works on your typical order / DM / call.

📅 Book a slot → Or the form