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Professional Services
Automate client intake. Generate proposals in minutes. Scale your practice without scaling headcount.
Investment
LKR 180,000 – 400,000
Launch
3–5 weeks
Timeline
3–4 weeks
The Challenge
What’s Holding Your Professional Services Business Back
Manual client intake wastes hours. Proposal creation takes too long. Following up is inconsistent. You're trading time for money with no leverage.
Our Solution
What You’ll Achieve
Automated client intake collects all info before first call
AI-assisted proposal drafting removes the blank page
Client portal for documents, billing, and communication
CRM tracks every client relationship and opportunity
LinkedIn + professional SEO drives inbound leads
What's Included in Your Professional Services System
1
Authority website with AI chat
2
Automated client intake system
3
AI-assisted proposal generation
4
Client portal (documents, billing, communication)
5
Calendar + booking integration
6
CRM for client relationships + pipeline
7
LinkedIn integration + professional SEO
8
Automated follow-up sequences
Professional Services Questions Answered
The system assembles a first draft from your templates, your pricing and the details already captured during intake, so your team edits rather than starts from scratch.
Ready to Transform Your Professional Services Business?
Book a free Business Systems Audit — we’ll show you exactly where you’re losing money and what your ROI will look like.
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