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LeadLasso // Professional Services Automation

Win more clients without adding admin headcount.

LeadLasso gives consultants, agencies, and advisory firms the systems to capture every enquiry, follow up every proposal, and onboard clients smoothly — automatically, while you focus on billable work.

The challenges

What's costing your business the most.

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Enquiries missed after hours

A prospect emails or calls after 6pm asking about your services. It waits until morning. By then they've booked a consult with someone who replied first. The AI Receptionist qualifies and books around the clock.

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Proposals sent but never followed up

Most firms send a proposal and wait. Most engagements go to whoever follows up first and most consistently. Automated sequences chase every open proposal at 24hr, 72hr, and 7-day intervals.

Great work but no consistent reviews or referrals

Client satisfaction doesn't automatically turn into a Google review or referral. Review and referral requests go out automatically once an engagement wraps up.

LeadLasso solutions

Automations built for your industry.

AI Receptionist
Answers calls and enquiries, qualifies the prospect, and books the consult — 24 hours a day.
Speed to Lead
Every new enquiry responded to in under 60 seconds — before the prospect books elsewhere.
Proposal Follow-Up
Automated 24hr, 72hr, and 7-day follow-up on every open proposal — not just the ones you remember.
Client Onboarding
From signed engagement to fully onboarded client in minutes, not days — first impressions automated every time.
Reputation Management
Review and referral requests sent automatically once an engagement is complete.
CRM Automation
Every lead, proposal, and client tracked and updated automatically — clean data, zero manual entry.
Document Processing
Intake forms, engagement letters, and invoices generated and filed automatically from client data.
ROI scenario

A firm receiving 15 enquiries per week with a 25% close rate and $2,500 average engagement value — fixing response time and proposal follow-up to industry-leading standards typically adds 2–3 additional engagements per week.

FAQ

Common questions from professional services firms.

Yes — every automation is trained on your specific services, tone, and processes, then reviewed and approved by you before it goes live. Nothing goes out under your name without sign-off.
Systems are built within your existing, Privacy Act compliant tools — nothing sensitive is stored outside your own environment. We'll walk through exactly what data flows where before anything is built.
In most cases, yes. LeadLasso is built to layer onto your existing CRM or practice management platform rather than replace it.
Typically 5–10 days from the strategy call to everything live. Speed to Lead and Proposal Follow-Up are often the fastest to deploy — sometimes within a week.
Yes — the AI Receptionist and Chat Widgets are trained on your actual service offering and can explain, qualify, and route enquiries accordingly, handing off to a human whenever a conversation needs it.
Related industries

Similar businesses using LeadLasso.

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