Professional services and consultants
Move prospects from first enquiry to discovery call without chasing
Consultants, accountants, agencies and other professional firms win work through conversations. Wedo Automations tidies the steps around them: capturing enquiries, booking calls, following up on proposals and staying in touch.
01 — Common problems
Where the time and enquiries tend to slip away
Enquiries lack detail
A one-line message such as 'need help with accounting' gives you little to prepare with, leading to extra back-and-forth.
Scheduling calls takes several messages
Finding a time that works for both sides can stretch across days.
Proposals sit without a response
After sending a proposal, follow-up happens only when someone remembers, and busy weeks mean silence.
Past clients are not revisited
Former clients and old leads may need your services again but are rarely contacted.
Work is billable, admin is not
Every hour spent on follow-up emails is an hour not spent on client work.
02 — Automation examples
What can be configured
Examples of workflows that can be set up for this type of business. Exact wording, timing and channels are agreed with you.
Qualifying enquiry form
Asks for company size, service needed and timing so your first call can be productive.
Discovery call booking
Prospects choose a time directly, with confirmation and reminders sent automatically.
Proposal follow-up
After a proposal is sent, scheduled check-ins go out until the prospect replies.
Client check-in sequences
Periodic emails with updates or reminders for recurring needs such as annual filings or reviews.
Referral and review requests
Satisfied clients are asked for a review or an introduction at a time you choose.
03 — Example customer journey
How one enquiry might flow through
This is an illustrative example, not a record of a real customer or a promised result. Your own journey is designed around your business.
Features most relevant here
- CRM pipeline
- Email sequences
- Appointment reminders
- Reactivation messages
- Review requests
- Website chat
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Messaging customers requires their consent. We help you capture it and respect opt-outs.
Step 1: Prospect submits a form
A business owner explains what help they need and their timeline.
Step 2: Acknowledgement and booking link
They receive an acknowledgement and a link to book a discovery call.
Step 3: Call booked
A confirmation and a reminder are sent ahead of the call.
Step 4: Proposal sent
After the call, the contact moves to a proposal stage in the pipeline.
Step 5: Follow-up check-ins
Scheduled follow-ups ask whether they have questions about the proposal.
Step 6: Won or nurtured
Accepted proposals move to onboarding; others enter a light-touch nurture sequence.
04 — FAQ
Questions we hear in this industry
Yes, through the questions you add to your enquiry form. Your team still decides which leads to pursue; the system helps organise the information.
More questions? See our general FAQs.
05 — More
Other industries
Beauty salons and aesthetic businesses
Fewer missed enquiries, fewer no-shows and a steady flow of repeat bookings.
See how it appliesCleaning and home services
Quote follow-ups, job scheduling messages and recurring customer reminders.
See how it appliesTuition centres and education businesses
Trial lesson bookings, parent follow-ups and term renewal reminders.
See how it applies
Talk through your own workflow
Book a free call and we will go through how you handle enquiries and follow-up today and what could be automated.