Professional services · Qualified first
Your hours are the product. Stop spending them on triage.
Accountants, brokers and agents sell time and judgement. The system asks the intake questions, chases the documents and follows up the proposal, so the hours go to work that bills.
Pipeline
New enquiry
2Priya S.
Website formSMSF setup enquiry
TBC6mAuto · Intake questions sent
0491 570 162
Missed callMissed call · lending
TBC18mAuto · Text back sent
Qualified
2Tom H.
Website formCompany tax, two entities
$2,400 est2hAuto · Booked · Thu 11:00am
Lena K.
InstagramHome loan pre-approval
TBC4hAuto · Document checklist sent
Proposal
1Harvest Lane Cafe
Website formMonthly bookkeeping
$650/moYesterdayAuto · Follow-up Friday
Engaged
1Nadia R.
WhatsAppSMSF setup
$3,900MonYou · Engagement signed
fired automatically
done by you
Where a practice's hours actually go
“It's in my phone. Or Facebook. Or the notebook in the ute.”
Your leads live in five places and none of them talk
Enquiries do not get lost dramatically, they get lost quietly. Nobody notices the ones that never got a second call.
How we fix it“We get back to everyone. Usually the next morning.”
Next morning is too late
You are paying to generate leads and then handing them to whoever answers faster. The ad spend is not wasted at the click, it is wasted in the gap after it.
How we fix it“We'd hire someone for it, but the numbers don't work.”
Hiring an admin is expensive here
So the admin does not get hired, and the work lands on the owner at 9pm instead. That is the most expensive hour in the business being spent on the cheapest task in it.
How we fix itWhere the line sits
What runs itself, and what never will.
Half of buying this well is knowing what it must never do. Both columns below are the service. Anyone who only shows you the left one is selling you a risk you will carry, not them.
Runs itself
Without anyone remembering to make it.
- The enquiry
- Intake questions asked and answered before anything reaches your calendar, so the first meeting starts informed.
- The wrong-fit lead
- Filtered politely by scope, timing and budget questions. Your calendar stops being the qualification step.
- The document chase
- Checklists sent, received items ticked off, missing ones chased on a schedule that stops when they arrive.
- The proposal
- Followed up politely and persistently until it is answered. Silence is not treated as an answer.
- The referral moment
- A review or referral request goes out when the matter closes well, while the goodwill is real.
Always reaches a person
By design, not by exception.
- The advice itself
- Financial, legal or tax judgement stays with the person licensed to give it. That is the product, and it is not automatable.
- Scope and fee decisions
- It gathers facts and books the time. What the engagement covers and what it costs is yours.
- Anything a client disputes
- Disagreements go to a human immediately, with the whole thread attached.
How it lands in your practice
20 minutes
Step 1: Map the intake
One call. What a good client looks like, what you must know before a first meeting, where files stall, what gets chased by hand today.
Weeks 1 to 3
Step 2: Build the front gate
Intake questions, qualification rules, document checklists and follow-up sequences built to your standards, in your tone.
From go-live
Step 3: Your hours go to the work
Enquiries arrive qualified, files arrive complete, proposals get answered. You spend the saved hours on work that bills.
Before you commit
Price your own hour first.
Then count the ones spent chasing documents last week. A short call with Ali Ishtiaq sorts what is worth automating from what should stay a person's job.
+61 469 759 353Ali Ishtiaq answers it himself. Monday to Friday, 9am to 6pm AEST.