Chairlift Take the lift

Who we help.

For professional services firms.

Clients often reach out at a stressful moment, and they're usually contacting more than one firm. We take care of the first reply, the intake and the updates, so every client feels looked after from the first message.

Sound familiar?

  • The inquiry that came in at midnight.By morning, they've already spoken to another firm.
  • Intake by email ping-pong.Collecting the basics takes three messages before the real conversation starts.
  • “Any news on my file?”Clients chase for updates because nobody has had time to send them.
  • A week of emails to book one consultation.Finding a time shouldn't be the hardest part.

Clients remember how quickly you answered.

Where we'd start.

We begin with whatever takes up the most of your team's time. For most, it's one of these.

Inquiries

Answered any hour

New inquiries get a calm, professional reply within minutes, with a link to book a consultation.

Intake

Done before the call

Key details are gathered with a simple form, so the first conversation gets straight to the point.

Updates

On schedule

Clients get regular progress updates, so they're never left wondering where things stand.

What it looks like in practice.

An illustrative example, not a client case study, so you can picture how it would work for you.

Example · Professional services firm

The late-night inquiry

Someone fills out the contact form at 11:30 pm. They're stressed, and they've messaged two other firms too.

Whoever responds first, and responds well, usually gets the call.

Before

  1. The message waits in the inbox overnight.
  2. The first reply goes out mid-morning.
  3. Booking a consultation takes a few more emails.
  4. By then, they've already spoken to someone else.

After

  1. They get a calm, professional reply within minutes.
  2. A short intake form collects the key details.
  3. A link lets them book a consultation right away.
  4. Your team starts the day with the full picture.
Typically built with: Your website form, your email, and your calendar or practice system.

Sound like your team?

We'll tell you if there's a practical way to make it faster, whether or not we end up working together.

Take the lift