Professional services

Help clients understand your services before the first call.

Prospective clients want to know what you do, how you charge and whether you can help with their situation.

Your assistant

Illustrative example

Can you help with setting up a limited company?

Yes — company formation is one of our listed services. Would you like to leave your details so one of the team can explain the options and costs?

Typical questions

What your customers ask, and how it helps.

Illustrative examples. Your assistant only answers from information you approve.

Do you handle self-assessment tax returns?
Answers from the services you list.
How much does a consultation cost?
Shares published pricing or explains how to get a quote.
What documents do I need to bring?
Summarises your onboarding guidance.

Enquiries can be routed by service area, such as tax, audit or advisory.

The assistant shares general published information only and does not provide legal, tax or financial advice.

More examples

Illustrative conversations based on what businesses like yours deal with every week.

Handles the January rush
When’s the self-assessment deadline, and can you still do mine?
The online deadline is 31 January. According to our services page we’re still taking on self-assessment clients. If you leave your details and income type, the team will confirm the fee and what to send.
Why it helps: Your busiest season, with fewer calls about the same deadline.
Qualifies a new client
How much do you charge for a small company’s annual accounts?
Our pricing page says annual accounts for limited companies start from £600, depending on turnover and bookkeeping. Roughly what’s your annual turnover, and do you use accounting software?
Why it helps: Enquiries arrive already qualified, so your first call can be about the work.

Paste your web address and see an assistant answer questions about your business. No payment details needed.