Demo requests, proposal follow-up and client kickoff automated for B2B service firms and agencies
B2B deals stall in two places: between a demo request and a booked call, and between a proposal and a signature. We build the system that qualifies requests before the call, follows up on open proposals, and runs the kickoff once a contract is signed, so your team starts every engagement with what it needs.
What gets handled
Replies, follow-up, onboarding and reporting for b2b services and agencies
01 · Inquiries in
Demo and proposal requests answered right away, with a few qualifying questions so the first call starts with context.
answered right away
02 · Follow-up out
Follow-up on proposals that went quiet, renewal reminders ahead of contract dates, and check-ins with past prospects who agreed to hear from you.
on schedule, with consent
03 · Onboarding
A contract for e-signature, the first invoice, a booked kickoff call, and access and asset requests tracked until everything is in.
sent in order
04 · Monthly overview
A monthly overview of pipeline by stage, proposals sent and signed, and time to kickoff, compared with last month, plus a check on every process we run. Then a monthly review call to go through it. Live dashboards are available when a firm needs them.
reviewed with you
The website
A website built for B2B service firms
Buyers read your site before they talk to you, often with colleagues. The site explains what you do in plain terms and turns interest into a qualified call.
01 · Website
Service pages that explain the work
A page for each service, covering who it is for, how an engagement runs and what the client gets, so buyers can share it inside their company.
02 · Website
A demo request that qualifies
The form asks about company size, timing and the problem to solve, so your team knows before the call whether it is a fit.
03 · Website
Booking on the spot
Qualified requests can pick a time on your calendar right away, instead of waiting for an email back.
04 · Website
Connected to proposals and kickoff
Every request lands in your CRM. Open proposals get follow-up until they are signed or declined, and kickoff starts once the contract is signed.
Built with the automation behind it
Workflows
How the workflow fits together
A signed proposal or a paid deposit starts the welcome email, the forms, the kickoff call, the CRM stage and the invoice. Open proposals and past prospects get spaced-out follow-up.
Simulated. Counts in the diagram are illustrative.
Texts and consent
What a new lead hears first
Texts only go to people who said yes to texts on your form. The first one arrives within a minute or two of the request, from a number registered with the carriers, and STOP and HELP work the way they should. Outbound calls follow the same rule. Incoming calls are answered, and AI calls are recorded only with consent stated at the start.
Qualifying questions we would start with
- 01 What prompted you to look for help now?
- 02 How big is the team that would use this?
- 03 Is there a date you need this in place by?
- 04 Who else should join the first call?
You choose the final questions and wording. Answers are saved to your CRM, and anything the system cannot answer goes to a person.
- Hi [First name], this is [Company]. Thanks for requesting a call about [service]. Three quick questions so we come prepared. Reply STOP to opt out.
- Go ahead
- What prompted you to look for help now?
Words in [brackets] are filled in with your business and the lead's own request.
Why reply speed matters
Published research on following up
7×
Firms that responded to a web lead within an hour were nearly seven times as likely to qualify it as firms that waited longer.
23%
of the 2,241 companies in the same audit never responded to a web inquiry at all.
53%
of mobile site visits are abandoned when a page takes longer than three seconds to load.
Common questions from b2b services and agencies
What can a B2B service firm automate?
Replies to demo and proposal requests, qualifying questions before the first call, proposal follow-up, contract signing, invoicing, kickoff scheduling, collecting access and assets from the new client, and renewal reminders.
Will automated follow-up put prospects off?
Follow-up is spaced out, stops as soon as someone replies or opts out, and goes only to people who asked to hear from you. Each message is a short note in your voice, written with you.
What happens after a contract is signed?
The welcome email, onboarding forms, invoice and kickoff call go out without anyone retyping details, and the CRM moves the client to the onboarding stage. Missing access or assets get a reminder until they arrive.
Can it connect to our CRM?
Yes, in most cases. We connect through the CRM’s API or webhooks, and when a tool has no built-in connection, we build one.
How do we know it is working?
You get a monthly overview and a monthly review call. The overview covers pipeline by stage, proposals sent and signed, and time to kickoff, compared with last month, and flags anything that needs a fix. Live dashboards are available when a firm needs them.
What should a B2B service firm website include?
Clear pages for each service, a demo or consultation request form that asks qualifying questions, and booking right on the site. We connect it to your CRM so requests get a reply right away, open proposals get follow-up, and kickoff runs once a contract is signed.
Walk us through how work comes in today
A free 30-minute call. We look at how requests reach you today, where follow-up slips, and what we would set up first. Every engagement is scoped on the call.