Front Desk for consultants turning vague enquiries into qualified discovery calls.
“Messy B2B enquiries become structured scopes.”
For consultants, advisors, agencies and B2B service providers. Front Desk captures the client’s problem, business context, urgency, timeline and decision process, then gives your team a clear next action.
New enquiry
Automation scope
Client type
Growing service business
Urgency
Discovery call needed
Next action
Qualify scope + book call
Consulting enquiries sound simple. The real scope is hidden underneath.
Vague first messages
Prospects often ask broad questions like 'Can you help automate our business?' without giving enough detail.
Discovery calls get messy
Teams spend the first call trying to understand the business instead of clarifying fit, scope and next steps.
Follow-up gets delayed
A good B2B enquiry can go cold when the next action, owner or required information is not clear.
From vague enquiry to qualified consulting opportunity
Incoming enquiry
A business owner fills in the website form asking for help with automating bookings, reporting and customer follow-up.
Front Desk capture
Front Desk captures business type, current process, pain points, systems used, urgency, decision maker, timeline and preferred contact method.
Scope qualification
The enquiry is structured into a discovery brief so the consultant can understand fit before the first call.
Opportunity created
The team sees a qualified consulting opportunity with summary, scope notes, next action and follow-up status.
What gets captured before the discovery call
Channels for consultants
When Front Desk should route to a person
Front Desk does not replace the consultant’s judgement. It captures the context, organises the enquiry and routes the opportunity according to the business rules.
High-value strategic enquiry
Existing client requesting urgent help
Prospect asks for a custom proposal
Scope is unclear or complex
Decision maker is ready to book
Sensitive business information shared
Complaint or escalation from existing client
Partnership or referral opportunity
A cleaner consulting pipeline for your team
New Enquiries
Automation scope — Perth service business
Needs discovery call, Channel: web form
Reporting workflow — construction supplier
Asked for help with dashboards, Channel: email
Needs Human
Custom proposal request — accounting firm
Route to consultant
Existing client escalation — operations process
Call today
Waiting Follow-up
Discovery call notes pending — Cannington
Follow up tomorrow
Qualified / Logged
B2B automation scope — Subiaco
Discovery call booked
Built for B2B discovery, not generic chat
Fewer missed consulting enquiries
Better prepared discovery calls
Clearer scope before human follow-up
Better handoff between founder, consultant and delivery team
The Consulting Workflow in Action
“Hi, we need help with our operations. Can we chat?”
Business Size
Small
Pain Point
Manual data
Timeline
30 days
Front Desk Capture
Qualifies the business, extracts pain points, identifies current systems and structures the enquiry into a discovery brief.
Recovered Action
Consultant receives a structured brief with business context, pain points, timeline and recommended discovery questions.