Enquiries that wait
When you are delivering, the phone goes unanswered. A serious buyer who hears nothing may assume you are too busy — and look elsewhere.
For consultants & B2B advisers
Turn Consulting Enquiries Into Qualified Discovery Calls With AI
Enquiries arrive while you are on a client call, deep in a project or on the road. The AI answers every one, qualifies the scope and books the discovery call — so good-fit work is not lost to a slow reply.
- Answers calls and messages 24/7 with honest disclosure.
- Qualifies the enquiry: company, problem, scope, timeline and budget range.
- Books discovery calls into your calendar with reminders.
- Follows up on open proposals, retainers and past clients until reply.
No obligation. We reply by email, usually within one business day.
Thanks for calling. This is the intake assistant. I can take your details and book a discovery call. What is the engagement about?
We need help improving our sales process. We’re a 40-person software company.
Understood. What is the main problem you are trying to solve, and is there a deadline or a board date driving it?
Our win rate is falling. We want a plan by next quarter.
Thank you. Do you have a budget range in mind for this engagement, or would you rather discuss that on the call?
We can discuss it on the call.
That’s fine. Who would be on the call — just you, or other stakeholders?
Me and our VP of Sales.
Great. I can hold Tuesday at 3 PM or Wednesday at 11 AM. Which suits you?
Illustrative example
Transcript is an illustrative example of the conversation the agent is configured to handle for a consulting business. Wording, questions and routing are set to your rules.
The problem
Consulting enquiries need a fast, qualified response
Engagements are high-value and few. A single missed or slowly answered enquiry can mean a lost project, and qualification is what keeps your pipeline focused on good-fit work.
Weak qualification
Without the right questions up front, discovery calls are spent on poor-fit enquiries that never should have been booked.
Proposals that stall
An open proposal or a past client who should retain you needs steady, professional follow-up — easy to drop when project work takes over.
The system
One connected intake, from enquiry to booked discovery call
Praktivo builds a system around the work you already sell — the enquiry, the web form, the referral, the discovery call in your calendar and the proposal follow-up that keeps a deal moving.
- 24/7 AI phone and message answering with honest disclosure.
- B2B qualification using the questions you would ask first.
- Discovery-call booking into your live calendar.
- Proposal and retainer follow-up that stops on reply.
- Past-client and referral reactivation on a steady cadence.
From enquiry to booked discovery call
- 7:40 PMInbound call captured — sales-process engagement
- 7:41 PMAI intake captures problem, company size and driver
- 7:43 PMBudget and stakeholders noted for the call
- 7:44 PMDiscovery call booked; confirmation sent
- Next morningYou see the booking with full qualification detail
- After callProposal follow-up sequence queued if needed
The workflow
The nine steps, connected
Every consulting enquiry moves through the same journey — with a human one clear step away.
1
Traffic
Ads, search, LinkedIn and referrals to a page built to convert.
2
Lead Capture
Calls, forms and messages captured with source detail.
3
AI Response
The agent replies in seconds, on the lead’s channel.
4
Qualification
Problem, scope, timeline and budget range captured.
5
CRM
A clean record with source, timeline and next action.
6
Follow-Up
Email and SMS sequences that stop on engagement.
7
Appointment
Booked into your live calendar, with reminders.
8
Sales
Your team closes, briefed and unblocked.
9
Analytics
Which campaign produced the booked call.
Human in control
What stays human
Automation removes busywork and slow response. Advisory judgement and money stay with you.
- All advisory content, methodology and recommendations.
- Scope, statements of work and proposals.
- Pricing, retainers and any commercial commitment.
- Conflict checks and engagement decisions.
- Any lead who asks for a person — routed instantly, with full context.
Approved knowledge base only
Agents only use your approved service list, pricing rules, availability and policies. Anything outside that scope is flagged for a human instead of guessed — no invented pricing, policies or appointments.
A person always owns the scope and the fee.
What you get
Deliverables, configured for your practice
AI agent
Phone and message agent configured with your services, qualification questions, availability and escalation paths.
CRM setup
Enquiries, pipeline stages, source tagging and a timeline on every record, connected to your existing tools.
Sequences
Proposal, retainer and reactivation cadences with opt-out handling.
Dashboard
Visibility on enquiries, response time, booked calls and which campaign produced them.
FAQ
Consulting questions, answered
Can the AI qualify a B2B consulting enquiry?
Yes. It answers every enquiry, captures the company, the problem, the rough scope, timeline and budget range where the caller offers it, then books a discovery call into the slots you release.
Does it write proposals or scopes of work?
No. It handles intake, qualification and scheduling only. Proposal, statement of work, scope and any pricing decision stay entirely with you.
Can it follow up on proposals and retainers?
It runs a polite follow-up cadence on open proposals and past clients, and stops as soon as someone replies. Any negotiation or commercial change is handed back to you.
Will it work with our CRM and calendar?
We build around common B2B CRMs and scheduling tools plus general CRMs. Where no native connection exists, we connect honestly through the best available integration.
Get your plan
See what an AI agent could do for your consulting business
Tell us how enquiries and proposals flow today. On a free strategy call we will map the fastest fix — usually after-hours answering or proposal follow-up.
Step 1 of 3
Your Consulting business, in plain terms
Two quick steps and we’ll map the fastest automation win for your team.
Step 2 of 3
Where do you lose the most leads?
Pick the one that hurts most — that’s what we’ll fix first.
Step 3 of 3
Where should we send your plan?
We prepare your plan before the call — no obligation.
You’re all set!
We’ve got everything we need to prepare your plan. We’ll reply by email within one business day.
Your fastest win:
How It Works30 minutes · We come prepared with custom recommendations
Prefer to skip ahead? Book a strategy call →
Ready to stop losing consulting enquiries to slow replies?
Book a free AI strategy call and we will walk your intake, qualification and proposal follow-up against this system.