Professional Services
Keep every client conversation organised, from first enquiry to ongoing engagement.
New client enquiry
Automation active
I'd like to book an initial consultation about a contract review.
15:10Happy to help. I can offer a slot this Thursday at 2pm or Friday at 10am, which works better?
15:11Built around how professional services businesses actually work.
Manage client enquiries, consultations and follow-ups without losing context between conversations.
Client enquiries
Respond and schedule without a back-and-forth.
- Instant reply to new enquiries, any time of day
- Initial consultations scheduled directly in chat
- Enquiries routed to the right consultant or department
Onboarding
Share what a new client needs in one organised thread.
- Documents, timelines and next steps shared in conversation
- Requirement checklists tracked until complete
- Welcome information sent automatically on engagement
Ongoing engagement
Keep context visible to the whole team.
- Full client history visible to anyone on the account
- Automated reminders ahead of scheduled calls
- Internal notes kept alongside the client conversation
What this looks like in a real conversation.
Each of these is a real message a customer receives, and the moment that triggers it.
Happy to help. I can offer a slot this Thursday at 2pm or Friday at 10am, which works better?
10:00Consultation request
Respond and offer a slot without a phone call.
Runs on a new consultation enquiry
Welcome aboard. Attached are the documents we'll need to get started, let me know once received.
10:00Client onboarding
Share documents and next steps in one place.
Sent once a new engagement is confirmed
Reminder: our call is tomorrow at 2pm. Reply if you need to reschedule.
10:00Appointment reminder
Reduce missed calls with a simple reminder.
Sent ahead of a scheduled call
Quick update, the revised documents have been sent over and are pending your review.
10:00Ongoing communication
Keep every team member up to date on a client's context.
Available to any team member on the account
A typical automated journey.
What this can look like for a professional services business.
A representative scenario, not a real customer, showing how the pieces fit together in practice.
Setting
A small advisory firm managing client relationships across several consultants.
Challenge
Client conversations were split across individual consultants' phones and email, so covering for a colleague or picking up a long-running engagement meant starting from scratch.
Approach
- Brought client conversations into a shared WhatsApp inbox
- Automated consultation booking and appointment reminders
- Kept client history and internal notes visible to the whole team
Outcome
Any consultant could pick up an existing client conversation with full context, without the client repeating themselves.
Every plan includes a shared inbox and workflow builder
The capabilities on this page aren't a separate professional services product, they're the same Botmatrics platform, configured around your customer journey.
Ready to bring WhatsApp automation to your professional services business?
Book a demo and we'll walk through how Botmatrics fits your specific customer journey.