AI for Professional Services
Professional services / Customer & sales →Give your team context before the first consultation.
Help consultants, agencies and professional firms explain their services and collect an enquiry’s scope, timing and contact details before a person reviews the next step.
02 / THE PROBLEM
A consultation starts with understanding the request.
“Can you help us?” may describe a strategy project, a technical problem or work outside the firm’s services. Before arranging a consultation, someone needs to understand the business, the objective, the timeframe and whether the request fits.
Repetitive information calls can consume the same time needed for client delivery. An assistant can explain the service boundaries and gather a short brief, without turning the first conversation into professional advice or a guaranteed engagement.
- “Do you support businesses like ours?”
- “What does this service cover?”
- “What do you need for an initial discussion?”
- “Can we request a consultation?”
- “How is your work priced?”
- “Can you review our existing process?”
03 / THE SOLUTION
An AI assistant built around your business.
TKO can use your service descriptions, approved engagement process, published price guidance and enquiry requirements to build an intake assistant. It can collect an objective, project scope, timeframe and contact method, then route the brief to your team.
The team decides fit, provides advice and confirms an engagement or consultation. Legal, financial and other regulated professional questions need an appropriate human expert. Existing client-system integrations and document access are separately scoped, with access agreed before implementation.
Explore AI Solutions04 / HOW IT WORKS
A clear path from question to next step.
Prospect explores a service
Asks about scope or fit
Assistant explains the approved process
Prospect shares objective and timeframe
A short enquiry brief is captured
Team reviews fit and arranges the next step
05 / BUSINESS EXAMPLE
See the conversation take shape.
Illustrative workflow · fictional business information · no confirmed order or appointment.
Customer
We need help improving our customer enquiry process. Can you review it?
Assistant
The sample firm lists process-review services. I can collect a short brief for the team to assess. Where do customers currently contact you?
Customer
Mostly email and social media. We keep losing track.
Assistant
I can include those channels and the follow-up problem in your enquiry. The team can discuss the scope and confirm whether a consultation is the right next step.
The professional team starts with a business problem and its current channels. The prospect gets a clear intake path while scope, advice and commercial commitments remain human decisions.
06 / USEFUL WORK
What the system can help with.
- Service scope and process questions
- Approved pricing guidance
- Business objectives and project requirements
- Preferred consultation timeframe
- Contact collection and enquiry categorization
- Lead qualification and basic follow-up
- Routing to the appropriate team
- Human handoff for advice and engagement terms
07 / BUSINESS FIT
Who this is for.
- Consulting firms
- Creative and digital agencies
- Accounting practices
- Business advisory teams
- Legal service firms
- Technical and professional service providers
The right fit depends on how enquiries arrive, what information customers need and who handles the next step.
08 / RELEVANT PACKAGE
Start with the scope you need.
RECOMMENDED STARTING POINT
AI LEAD
₦150,000 setup + ₦20,000/month
AI Lead is a useful starting point for brief collection, qualification and basic follow-up. Firms needing internal knowledge, approvals or document workflows can assess AI Business Operations; complex integrations use Custom AI Systems.
Starting prices. Final scope, integrations and any third-party charges are confirmed before work begins. WhatsApp integration is available as an additional service and may involve third-party setup and usage charges.
View AI LEAD09 / MARKETING CONNECTION
Your AI system can work alongside your marketing.
Case studies, service content and outreach can point prospects to a relevant service page. A concise enquiry brief gives your team a stronger starting point for a consultation.
Content or advertisement → Business website → Customer assistant → Enquiry capture → Human follow-up
Advertising management and advertising spend are separate from the AI solution package.
Ask about Marketing & Growth10 / QUESTIONS & ANSWERS
Useful answers before you start.
Related use cases
Explore all use cases →NEXT STEP / START WITH THE PROBLEM
Not sure which solution fits your business?
Tell us what your business does, how customers currently contact you and where you’re losing time. We’ll recommend the simplest solution.