Enterprise DNA

Sales and new business · Live demo

Discovery call booker

Turns website, phone and email enquiries from corporate buyers into booked discovery calls with the right partner, with the context written up before the call.

Web chatVoiceEmail BookingLead captureIntegrations
Live demo

Talk to Ivy at Pellbridge Consulting

Pellbridge Consulting is made up. Ivy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Enquiries from corporate buyers arrive while the partners are in client workshops. By the time someone replies, the prospect has booked a call with the firm that answered first.

How it works

  1. Answers enquiries on the website chat, the phone and the enquiries inbox
  2. Asks the firm's qualifying questions: company, size, the problem and any board or budget deadline
  3. Matches the enquiry to the partner who leads that kind of work
  4. Books a discovery call straight into that partner's calendar, by video or in person
  5. Sends a confirmation with a meeting link colleagues can join and a short pre-call form
  6. Writes a summary into the CRM so the partner walks in prepared

What it connects to

  • CRM
  • Calendar (Outlook or Google)
  • Video meetings
  • Email
Sample conversation
  1. CallerHi, I head up strategy at a logistics group with about 1,800 staff. We're looking at opening a regional hub in Vietnam. Is that something you help with?
  2. AgentYes, market entry across Southeast Asia is a core part of our strategy practice. Could I take your first name and the company?
  3. CallerDerek, from Harrowline Logistics. The board wants a recommendation by the end of March.
  4. AgentThanks Derek. The first step is a free 45 minute discovery call with Adrian Leung, our managing partner, who leads market entry. He has Tuesday at 10am or Thursday at 3pm, by video or at our Quarry Bay office. Which suits?
  5. CallerThursday at 3, by video. Can a colleague from our Singapore office join?
  6. AgentOf course. Booked for Thursday at 3pm by video. The confirmation has a link you can forward and a short pre-call form, and Adrian will have a summary that includes the board's March deadline.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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