Back to Industries
Turn more inquiries into clients
Insurance agenciesReal-estate professionalsAccountantsConsultantsMarketing agencies
The challenge
Professional-service firms win or lose clients based on response speed and consistent follow-up. Manual lead capture, proposal drafting, and scheduling eat up billable hours.
How TwinFlow AI helps
Capture leads from your website and intake forms
Send timely follow-up sequences so no lead goes cold
Draft proposals from your templates and past deals
Book consultations directly on your calendar
Example AI automation workflow
A typical workflow TwinFlow AI runs for professional-service businesses.
1
Capture Leads
AI captures leads from your website and intake forms.
2
Send Follow-ups
AI sends timely follow-up sequences so no lead goes cold.
3
Prepare Proposals
AI drafts proposals from your templates and past deals.
4
Schedule Consultations
AI books consultations directly on your calendar.
5
Reports & Communication
AI creates reports and manages ongoing client communication.
Ready to automate professional-service businesses?
7-day free trial. No credit card required.