Industry Solution
For professional services firms
ready to stop losing leads to slow follow-up.
Automated lead nurture, meeting scheduling, and client communication that keeps your pipeline moving without manual effort.
The Problem
Sound familiar?
These are the most common frustrations we hear from professional services businesses.
Leads go cold while you're billable
When you're in client work, new enquiries don't get a fast response. By the time you follow up, they've already engaged someone else.
Meeting scheduling is a time drain
The back-and-forth of scheduling a meeting — email chains, phone tag, calendar check — wastes time that should be billable.
Past clients don't hear from you
Clients who completed a project 12 months ago could be ready for more work — or have referrals — but you're not staying in touch.
How It Helps
What ProfitPlatform does for professional services businesses.
Instant Lead Response
New enquiries get an automatic response within seconds — even at 11pm. Acknowledges their enquiry and books a discovery call while the lead is still warm.
Client Communication Automation
Onboarding emails, document request reminders, progress updates — automated sequences that keep clients informed without eating your time.
Online Meeting Booking
Clients book a discovery call, consultation, or review meeting directly from your website. Eliminates scheduling back-and-forth entirely.
Past Client Re-engagement
Annual check-in messages to past clients. Tax time reminders for accountants. Review date prompts for financial advisers. Referral requests.
Lead Nurture Sequences
Prospects who aren't ready now stay warm through automated email and SMS touchpoints. You're front of mind when they're ready to move forward.
Review Collection
After project completion, automated review requests build your Google profile and generate social proof for new business.
Automations
Runs while you work.
These automations are built during your setup and run on autopilot from day one.
New enquiry → Instant acknowledgement + booking link
Trigger: Contact form or website enquiry. Action: Instant SMS/email confirming receipt and providing a link to book a discovery call.
Discovery call booked → Preparation sequence
Trigger: Meeting booked. Action: Pre-meeting email with agenda, what to prepare, and a reminder 1 hour before.
Proposal sent → Follow-up sequence
Trigger: Proposal sent. Action: Follow-up check-in at day 3, day 7, and day 14 to answer questions and keep momentum.
Project completed → Review + referral request
Trigger: Project marked complete. Action: Thank you email with review request. 2 weeks later, referral ask.
Simple Pricing