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Consulting firmsGoal: Discovery call booked

The AI Agent that qualifies the inquiry before it reaches a partner's calendar.

Partners are billing hours, and inquiries from your website sit until someone has a free moment. Avoonta calls each one back within seconds, asks the scoping questions you'd ask, and books a discovery call only with prospects who fit.

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Consulting Firms · 118 of 200 industries

  • Calls inquiries in seconds
  • Asks scope, budget and timeline
  • Books with the right partner
The problem

Why consulting firms leads go cold.

An inquiry left until Friday has often found someone else.

Your best people are on client work, and that's where they should be. But a company that reaches out about a problem usually reached out to several firms, and the first that responds with something useful sets the frame.

When you do call back, half the inquiries are a poor fit: too small, the wrong service, or just collecting quotes. Partners spend discovery calls finding that out.

What Avoonta does for consulting firms

Four jobs, done on every call.

Calls each inquiry back

Outbound

When a prospect submits your contact form and asks for a call, your AI Agent dials within seconds and asks what's behind the inquiry, in their words.

Scopes before you meet

Outbound + inbound

It asks company size, the problem, a budget range, who decides and when they need results, using your qualifying questions and your thresholds.

Books the right partner

Outbound + inbound

It books a discovery call on the matching partner's Google, Outlook, HighLevel or Cal.com calendar, and sends a follow-up text with the time and video link.

Answers your main line

Inbound

Your AI receptionist answers 24/7, takes messages for consultants on site with clients, and transfers live for the callers you name.

What's in the snapshot

Consulting Firms: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 45minDiscovery call, booked live
  • 3ready texts
  • 6FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    Inquiry qualifier

    Calls inquiries within seconds, scopes the problem against your thresholds and books the right partner.

    Hi first name, this is an AI assistant calling for business about your inquiry.

    Asks first What's behind the inquiry, in your words?

    • Discovery call booked
    • Below threshold, resource sent
    • Call back later

    Hands off to: a person (Partner for that practice)

  2. Follow-up

    Inquiry follow-up

    Re-tries inquirers who missed the first callback before another firm sets the frame.

    Hi first name, this is an AI assistant calling for business about the project inquiry on our site.

    Asks first Is the project still on your agenda?

    Calls day 0, 2, 6 · text after each missed call

    • Discovery call booked
    • Project paused
    • Do not call

    Hands off to: a person (Engagement manager)

  3. Receptionist

    Main line assistant

    Answers 24/7, takes messages for consultants on client sites and transfers the callers you name.

    Thanks for calling business, I'm the AI assistant and this call is recorded.

    Asks first Which consultant or partner are you calling for?

    • Message taken
    • Transferred
    • Discovery call booked

    Hands off to: a person (Engagement lead)

  4. Reminders

    Discovery call confirmer

    Confirms tomorrow's discovery call, the attendees and the video link.

    Hi first name, this is an AI assistant calling for business to confirm your discovery call tomorrow at time.

    Asks first Will anyone else join from your side?

    Calls the day before · text if no answer

    • Confirmed
    • Rescheduled
    • Cancelled

    Hands off to: a person (Partner's assistant)

  5. Win-back

    Paused project check-in

    Checks in with prospects whose projects stalled, to see whether timing has changed.

    Hi first name, this is an AI assistant calling for business.

    Asks first Has the problem changed?

    • Discovery call booked
    • Still paused
    • Stop calling

    Hands off to: a person (Partner)

Get the full snapshot — start free Agencies: install it for every client
Sample call

An operations inquiry, half a minute later.

A COO asked about help with a supply chain problem on your website. Here's the callback.

Discovery call bookedOps, starts next quarterNotes sent to CRM
Example call
AIHi Owen, this is Ava, an AI assistant calling for Larkspur Advisory about your inquiry. This call is recorded. Do you have two minutes?
OWENYes. Our lead times have doubled since we added a second warehouse.
AIThat's useful to know. Roughly how many people are in operations, and when would you want a project to start?
OWENAbout forty, and we'd want to start next quarter.
AIThanks. I can book a discovery call with Megan, who leads operations work, Tuesday at 11am or Wednesday at 3pm. Which works?
OWENWednesday at 3.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Avoonta works alongside your CRM and calendars. Inquiries come in by webhook, Zapier, Make or the API, and the answers and booking go back out the same way.

Use business tools like HubSpot, Pipedrive or Salesforce? Connect them via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • Problem described
  • Company size
  • Budget range
  • Decision maker
  • Start date
  • Discovery call time
Example

What one more engagement could mean.

New inquiries a month
30
Talk time per call, roughly
5 min
Minutes used
about 150 of 200
Plan
Launch, $79/mo

If faster, better-qualified callbacks win one more engagement in a year, that project would likely pay for the plan for a long time.

Example only. Your inquiry volume, call length and project sizes will differ; plug in your own numbers.

Limits and compliance

It qualifies. Your partners advise.

Your agent asks questions and books meetings; it doesn't offer recommendations, quote fees or promise outcomes. Follow-up calls reach only people who asked to be contacted, between 8am and 8pm in their time zone, after a do-not-call check, and every call starts by saying it's an AI assistant. Cold lists of executives are not leads it will call.

Consulting Firms FAQ

Straight answers.

Can it turn away poor-fit inquiries politely?

Yes. Set your thresholds, and for prospects outside them it thanks them, notes why and can point them to a resource you choose.

Will it discuss our fees?

Only what you write for it, such as 'projects usually start after a paid assessment'. It won't quote a price for a specific engagement.

Can it handle international prospects?

Yes. It speaks 30+ languages and keeps to 8am to 8pm in the prospect's own time zone.

Can it book with several partners?

Yes. Route by practice area, region or company size, and it books on the right person's calendar.

Related industries

Similar agents, other trades.

All 200 industries
IT and MSPsGoal: Assessment booked5 agentsAnswers the help line 24/7 and books IT assessments for new prospects. Marketing AgenciesGoal: Client leads called5 agentsResell AI voice callers to your clients under one account, or under your own brand. Law FirmsGoal: Consultation booked5 agentsAnswers new-client calls 24/7, takes intake and books the consultation.

Your next consulting firms lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

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