Accounting Firms
Atlas Consulting Group
Qualification chatbot cut time wasters by 60%; close rate up 2.1x.
Time waster calls
-60%
Close rate
18% -> 38%
Partner hours reclaimed
8/wk
The story
Atlas partners were spending 12+ hours a week on discovery calls, mostly with leads outside their billable rate range or scope.
We built a qualification chatbot that asks five intake questions and only books partner calendars when the prospect clears all five. Below threshold inquiries route to an automated nurture for re evaluation in 90 days.
Time wasters dropped 60% within a month. Partner call close rate rose from 18% to 38%.
Solutions deployed
Industry playbook
Accounting Firms
Automate tax season intake, document collection reminders, and appointment scheduling so your CPAs focus on billable advisory work.
View Accounting Firms playbook →