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//AI Automation × Voice AI × Professional Services

Voice AI for Professional Services

Inbound and outbound voice agents that triage calls, book appointments, qualify leads, and sync every conversation straight into your CRM. Engineered for professional services teams.

Professional Services teams don't need a generic vendor — they need voice ai built around how they actually operate. Inbound and outbound voice agents that triage calls, book appointments, qualify leads, and sync every conversation straight into your CRM. Agency tools, scheduling platforms, and proposal systems that automate operations so you can scale billable work.

01What's broken without us

Calls go to voicemail. Leads wait days for a callback. After-hours demand is invisible. Hiring more reps is slow and expensive, and quality drifts call to call. For professional services teams specifically, operations run on email and spreadsheets. Scheduling, proposals, and client comms eat non-billable hours, and scaling means hiring more admins.

02Our approach — the Forge Method, applied
  • 01Blueprint how professional services teams actually use voice ai today, and lock scope, price, and the metric before code.
  • 02Prototype the highest-value voice ai loop against real professional services data — not a generic demo.
  • 03Forge a production-grade build on Vapi, Retell, Twilio, with CI/CD and observability from day one.
  • 04Harden and hand off documented, ready for professional services teams to extend.
//Capabilities
  • Inbound call handling & triage
  • Appointment booking via voice
  • Lead qualification over phone
  • Custom voice & persona design
  • CRM sync from every call
  • Outbound follow-up calling
  • Multilingual voice agents
  • Call recording & analytics
  • Agency & operations platforms
  • Scheduling & booking systems
  • Proposal & contract automation
  • Client portals & comms automation
  • AI copilots for delivery teams
  • Reporting & utilization dashboards
//Outcomes

What you can expect

More
billable hours
Automated
proposals & scheduling
<2 rings
answer time, 24/7
0
missed after-hours leads
//FAQ

Questions, answered straight

Agency tools, scheduling platforms, and proposal systems that automate operations so you can scale billable work. We bring voice ai depth to those exact systems rather than retrofitting a template.

//Next step

Is the build ready to scope?
Find out in the scorecard, or talk it through on a call.