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Professional services
AI Agents for Professional Services
Proposals go quiet, invoices go overdue and check-ins slip when the team is busy billing. An AI employee keeps every follow-up moving, and it’s the same pattern we use on our own pipeline.
LF
Lead Follow-up Agent
AI employee · DAS CX pipeline
Working
- ›New enquiry from the website: first reply sent
- ›No response: second touch sent
- ✓Lead replied: meeting booked, handed to Dasun
- ›Proposal sent 7 days ago: follow-up sent
- !Question about pricing: human only
Modelled on the lead follow-up agent we’re building for DAS CX.
Agent jobs
What an AI employee can own
Sales
Lead & proposal follow-up
Replies to new enquiries within the hour, follows up proposals and books meetings.
Clients
Client check-ins
Sends timely check-ins and collects feedback between projects.
Finance
Invoice chasing
Polite, persistent reminders on overdue invoices, with escalation rules you set.
Proof
We run it ourselves
We’re putting our own pipeline on a lead follow-up agent first, and publishing the numbers.
See results →Before and after
The same workflow, with an AI employee
Today
- Enquiries wait a day or more for a reply
- Proposals go out and go quiet
- Follow-ups depend on who remembers
- Invoices chased only at month end
With an AI employee
- First reply within the hour, every time
- Follow-ups on day 2, 5 and 9
- Replies go straight to a person
- Invoices chased on a schedule you set
Who we work with
Firms that sell time
Consulting, engineering, legal-adjacent, accounting and agency businesses.
- Partners who don’t have time to chase
- Business development teams with leaky pipelines
- Finance teams chasing overdue invoices
Guardrails for your industry
- Pricing, scope and contracts: humans only
- Replies from leads go straight to a person
- Every touch logged in your CRM
- Nurture, not spam: chasing stops after three touches
Frequently asked questions
Won’t automated follow-ups annoy clients?
Not when they’re timely, relevant and limited. Our rules stop chasing after three touches and hand every reply to a person.
Does it work with our CRM?
Yes. It reads and updates contacts, deals and stages, creates tasks and logs every touch as a note, so your pipeline stays accurate without anyone re-keying.
Can you show it working?
Yes. We’re running the same agent on our own pipeline first and publishing the numbers on our Results page.
Find your first AI employee in 45 minutes
Bring one workflow your team spends too long chasing. We’ll tell you honestly whether an AI employee can own it, what it would take and what it could return.