Switchboard for professional services
Discovery call to proposal to retainer renewal — automated across email, SMS, and web, with AI that reads your previous conversations and drafts status updates in your voice. The intake coordinator + account manager you haven’t hired yet.
Intake → proposal → delivery → renewal — all manual
Monday morning email: 6 inbound inquiries from the weekend, 12 in-progress client threads asking for updates, 4 proposals waiting on signatures, 2 retainers quietly about to lapse. You spend the first 90 minutes of your week just deciding what order to reply in — before any actual consulting, design, or accounting work happens.
Meanwhile, half of last quarter’s clients have gone quiet. You know some are probably shopping around and some are probably about to refer you, but you have no idea which is which, and there are no triggers firing to tell you.
Switchboard brings client lifecycle automation to professional service firms. Inbound leads get qualified and booked in 90 seconds. In-flight clients get clear milestone updates without you drafting from scratch. Expiring retainers get surfaced before the contract lapses.
What Switchboard does for professional services
Discovery call qualification + booking
Inbound leads answer budget, timeline, and scope questions directly in chat. Qualified leads get immediate calendar booking; low-fit inquiries get polite referral links.
Proposal follow-up sequences
Automated check-ins after sending a proposal. Detects when client opens the document and sends timely answers to common pricing or timeline questions.
Retainer renewal warning + outreach
Monitors contract expiration dates and utilization hours, drafting personalized renewal outreach 45 days before contract end.
Account-level stakeholder sync
Tracks multiple contacts at the same client organization, linking communication history across partners, project managers, and finance teams.
Client onboarding checklist automation
Collects access credentials, brand assets, and kickoff questionnaire answers with automated polite reminders until complete.
Milestone & deliverable status reporting
Answers “Where are we on Phase 2?” by summarizing latest project milestones directly from Asana, ClickUp, or Linear.
What it sounds like in production
Demonstrative Simulation: All names, entities, and scenarios shown are synthetic reference models engineered for workflow demonstration.
From $299/mo. All channels. Unlimited users. Pilot Welcome Offer: Enterprise tier ($999/mo value) for $299/mo.
See full pricing & comparison