AI automation for Professional Services
Qualify inbound inquiries and follow up on proposals automatically, so nothing stalls waiting on a partner's calendar.
The challenge, and the fix
The challenge
Inbound inquiries and proposals stall waiting on a partner's calendar, and by the time someone follows up, the prospect has often already engaged a competing firm.
The Melioro solution
AI qualifies inbound inquiries immediately, books the initial consultation without back-and-forth scheduling, and follows up on outstanding proposals automatically so nothing depends on a partner remembering to check in.
What changes for your team
Benefits
Inquiries get a response and qualification immediately
Consultations get booked without scheduling back-and-forth
Proposal follow-up happens automatically until a decision is made
Partners spend time on client work, not chasing scheduling emails
Fewer prospects lost to slow response times
Key features
The stack, in the order it runs
Not a logo wall — this is exactly what each tool does, in sequence, to solve the problem above.
Retell AI
Answers inbound inquiry calls and asks the qualifying questions a partner would, before a consultation is even booked.
Cal.com
Books the consultation directly onto the right partner's calendar.
HubSpot
Tracks every proposal's status, so nothing depends on someone remembering to check in.
Instantly
Follows up automatically on outstanding proposals until the prospect responds.
See it running in Professional Services.
A strategy call is 30 minutes: we'll map which of these systems fits your business first.