Win More Clients by Responding Faster and Following Up Every Proposal
Liaizon builds AI receptionist, consultation booking, and proposal follow-up automation for accountants, consultants, agencies, and professional service firms across Perth and WA.
Professional intake · Proposal follow-up · CRM-connected · Human escalation built in
5min
average response time target for new enquiries
68%
of prospects choose the first firm to respond
24/7
website enquiry capture and response
3×
more consultations booked with frictionless scheduling
Where Perth Professional Services Firms Lose Business
In competitive professional services markets, speed and consistency of follow-up often matter as much as expertise.
Slow response to new enquiries
Professional services clients compare multiple firms. A slow response to an initial enquiry often means the engagement goes to whoever replies first.
Prospect calls going to voicemail
When you're in a meeting or with a client, inbound prospect calls go unanswered. Without a follow-up system, those leads rarely convert.
Proposals not followed up
Proposals and quotes sent without structured follow-up lose momentum. Most professional services firms rely on manual follow-up that rarely happens.
What Liaizon Builds for Professional Services
Systems that capture, qualify, and nurture prospects so your team can focus on delivering client work.
AI Receptionist for Professional Firms
Handles inbound enquiries, captures prospect details, explains service areas, and routes to the right team member or scheduling flow.
Consultation Booking Automation
Prospects can book an initial consultation directly from your website, email, or confirmation message without back-and-forth scheduling.
Proposal Follow-Up Sequences
After a proposal is sent, automated sequences check in at appropriate intervals and prompt the prospect toward a decision.
Website Lead Qualification
Intake forms and chat flows qualify prospects by service need, budget range, and urgency before they reach your team.
Dormant Client Reactivation
Re-engage former clients and cold prospects with personalised sequences that offer relevant new services or check-in opportunities.
CRM & Pipeline Visibility
Every prospect, proposal, and client touchpoint tracked in one pipeline — so nothing falls through and every opportunity has a next action.
Professional Firms We Support in Perth
How We Implement for Professional Firms
Map Your Prospect Journey
We audit how new enquiries currently arrive, what happens after they make contact, and where they're going cold.
Build Intake & Qualification
AI receptionist, intake form, consultation booking, and proposal follow-up sequences configured for your firm.
CRM & Pipeline Setup
Every enquiry flows into a structured pipeline with stage-based automation for follow-up, reminders, and conversion tracking.
Review & Optimise
Ongoing monitoring of enquiry-to-consultation and proposal-to-close conversion rates with refinement as needed.
"We had about 200 old quotes sitting in our system that were never followed up. The lead revival campaign re-engaged over 40 of them and we closed 11 jobs from it. That was work we would have just left on the table otherwise."
Craig Mercer
M&M Landscaping Perth · Balcatta, WA
Common Questions from Perth Firms
Can the AI handle industry-specific terminology?
Yes. We configure the AI with your service descriptions, common client questions, and escalation paths for technical or legal questions.
What happens with complex or sensitive enquiries?
The AI collects the prospect's details and intent, then routes to the appropriate team member. It avoids giving specific professional advice.
Can this work for firms with multiple service lines?
Yes. The intake flow can route enquiries based on service type, team member specialty, or business unit.
Does this replace our CRM or practice management software?
No. Liaizon integrates with your existing systems where possible. We add a layer of automation on top of what you already use.
How quickly can we go live?
Most professional services setups are live within 1–2 weeks. We handle configuration, testing, and initial optimisation.
Ready to convert more enquiries into clients?
Book a free AI Impact Assessment. We'll review your enquiry flow and show where automation can book more consultations and close more proposals.
Serving Perth, Fremantle, Joondalup, Mandurah, and all of Western Australia