Use cases / A CRM for consultants
AO books the appointment
Every enquiry gets an intro call on your calendar in minutes, even at 9pm.
The enquiry that waits until Monday often books with someone else. AO reads it, checks it against your best engagements, and replies with three open times for an intro call from your Google Calendar, written for that person, not a template. They tap one and it's booked. You approve each reply from your phone, or let AO send strong fits on its own.
How it works
Booking is live in AO, on Starter and Growth. How AO books the appointment →
- Offer
- Broadcast
- Enquiry
- Your OK (optional)
- Booked
- Offer · BroadcastIt starts the way you already work.
An offer such as a free intro call. Your site, your booking link, your inbox and your broadcasts bring the enquiries in.
- EnquiryAO checks the fit.
It matches the enquiry to a real company and scores it against your Ideal Customer Profile, with the reasons shown.
- EnquiryIt writes the reply,
quoting their problem in their words, with three intro-call times that fit their time zone and what they asked for, held on your calendar for 24 hours.
- Your OK (optional)Strong fits book on their own. You approve the rest.
Strong fits only is the default for each offer. You can change it any time (Ask me first, or Book everyone).
- BookedThey tap a time.
It's on your calendar, and they get a confirmation and a reminder the day before. "Can we do Thursday instead?" gets new times.
What works, with or without a tool:
- Write down your best engagements: sector, size, the problem, who signed, and judge new enquiries against them.
- Reply fast with one good question that tells you whether there's a project.
- Follow up every proposal on a set day. Silence is usually timing, not a no.
- Keep in touch with past clients when you publish or ship something relevant to them.
After the call: proposals sit as deals in your pipeline, and the Queue tells you which have gone quiet.
How much do after-hours enquiries cost you?
Missed enquiries calculator →Questions
Do I need to build a buyer profile first?
No. AO drafts one from your website, and you edit it. The free ICP generator on our site shows what it looks like.
Can it skip enquiries that aren't a fit?
With "Strong fits only", the default, AO books those straight away and asks you about the rest.
Can it send without me?
For strong fits, yes: "Strong fits only" is the default. Strong fits book on their own, within your hours. You approve the rest. You can change it any time (Ask me first, or Book everyone).
Which calendar does it book into?
Your Google Calendar. AO reads when you're busy, never what your events are, and writes only the events it books.
Does it write proposals?
No. It books the intro call, helps you decide which enquiries deserve a proposal, and makes sure each gets followed up.
Which plans?
Booking is on Starter and Growth, at no extra charge. Every account starts with a 14-day trial of Starter, no card.
Try it on your own data
Connect your inbox and one source, and AO fills in from what's already happening in your business.
14-day free trial. No card.