AI Client Intake for Consultants

24/7 Call Answering for consulting firms

Never miss a potential client call or consultation request. Our AI receptionist handles client calls professionally and books meetings instantly.

1 ring answer, 24/7
98% satisfaction
100+ integrations
Why Consultants Switch

Why consultants are switching to AI answering agents

Most independent consultants and small firms juggle phones themselves. You answer when you can, let it go to voicemail when you're in a client meeting, and hope prospects leave a message. Some use a virtual assistant or part-time admin, but they're not always available either. The phone rings, and nobody picks up.

The timing is always terrible. A VP at a Fortune 500 company calls while you're deep in a strategy session. A startup founder with budget ready calls during your flight. By the time you see the voicemail and call back, they've already talked to another consultant or lost the sense of urgency. High-value projects vanish because of a two-hour delay.

AI answering agents change the math. Instead of voicemail, callers get a professional conversation. The AI qualifies them by asking about project scope, timeline, and budget. Then it books a discovery call directly on your calendar. The prospect feels heard, you get context before the call, and nobody slips through the cracks.

From the prospect's perspective, calling a consultant and getting immediate help feels different. They explain what they need, answer a few questions, and leave with a meeting on the books. Compare that to leaving a voicemail and hoping for a callback. The first experience wins almost every time.

For consultants already spending $400-600/month on a virtual assistant who takes messages, AI often costs less and does more. You stop playing phone tag. You stop losing leads to competitors who just happened to answer. One new engagement covers your AI costs for the entire year.

This works for solo consultants who want to look bigger than they are, and for boutique firms that can't staff reception full-time. If prospects are going to voicemail more than you'd like, AI answering is worth a test.

⏱️ 4 hrs avg callback delay

In consulting, the first call back often wins. Slow response means lost projects.

πŸ’° $15K+ avg project value

One missed call can mean one lost engagement. That's real money walking away.

πŸ“‹ 5+ qualifying questions

Scope, timeline, budget, decision-maker. Know what you're walking into before the call.

Calls We Handle

Common consulting firms calls we handle

Our AI understands your business and handles these calls automatically.

Call TypePeak TimingWhat AI CapturesResolution
πŸ”Discovery call request
Business hoursProject scope, timeline, budget range, company sizeConsultation booked
πŸ“ŠStrategy project inquiry
Business hours, eveningsChallenge area, desired outcomes, urgencyConsultation booked
πŸ“ˆOngoing engagement question
Business hoursCurrent client, project reference, question topicCallback scheduled
πŸš€Urgent project need
AnytimeUrgency level, project type, timelineUrgent transfer
πŸ’ΌRFP or proposal follow-up
Business hoursProposal reference, questions, timelineCallback scheduled
❓"Do you do [specific type] consulting?"
AnytimeService interest, company details, basic needsLead captured
Integrations

Integrates with your consulting firms tools

After every call, NextPhone can update your CRM, add new contacts, book appointments, and trigger workflows automatically.

πŸ”Ά

HubSpot

Create contacts and log all call activity

☁️

Salesforce

Add leads and update opportunity records

πŸ“Š

Pipedrive

Create deals and move them through your pipeline

πŸ“…

Calendly

Book discovery calls into available time slots

πŸ“†

Google Calendar

Schedule consultations directly on your calendar

πŸ”Œ

Zapier

Send data to 5,000+ other apps

How It Works

From ring to booked revenue.

NextPhone handles the entire booking process autonomously, creating a seamless flow of data from the first ring to your calendar.

Trained on your website

We customize NextPhone to YOUR services, pricing, and booking flow.

Books into your calendar

Checks YOUR availability in real-time and schedules jobs instantly.

Syncs to your stack

Everything flows to YOUR CRM, calendar, and tools automatically.

Instant pickup
Processing...
AI Qualification
Waiting...
Smart Intake
Waiting...
Real-time Booking
Waiting...
Synced to YOUR stack
Waiting...

Call Resolution Rate

First 7 Weeks

+51%
98%
Resolution Rate
Features

Every call picked up,
and handled perfectly.

When phones get busy or the office is closed, NextPhone takes over instantlyβ€”no more voicemail black holes.

Unlimited calls included

Flat monthly rate. No per-call or per-minute charges, ever.

Instant transfers

Complex calls route to your team immediately when needed.

Phone numbers anywhere

Get local numbers from any US, Canadian, or international area code.

20+ languages

Serve customers in Spanish, French, Mandarin, and more.

From Our Customers
"
I was losing leads to voicemail every time I had a client call. Now prospects get qualified while I'm in meetings, and I walk out to discovery calls already on my calendar. Booked two new engagements last month from calls I would have missed.
D
David K.
Management Consultant, Denver, CO

Simple, transparent pricing

Most customers recover the monthly cost from a single appointment.

Popular

Nextphone Pro

For lean teams getting started.

  • Converts leads to booked appointments automatically
  • Syncs with your calendar & CRM
  • Unlimited calls (no per-minute charges)
  • Call transcripts & summaries
  • Custom training included
  • No contracts, cancel anytime

Nextphone Enterprise

For multi-location teams.

  • Multiple lines & locations
  • Advanced routing & integrations
  • Dedicated onboarding support
  • Priority 24/7 support
FAQ

Frequently Asked Questions

Everything you need to know about NextPhone

Yes! NextPhone integrates with popular CRMs including Salesforce, HubSpot, Pipedrive, and more. Client information and call notes sync automatically.

The AI can answer common questions, schedule consultations, and route complex consulting questions to your team while capturing all client information.

Yes! The AI can book consultations, strategy sessions, and follow-up meetings. It checks your availability and confirms appointments instantly.

The AI works 24/7, including evenings, weekends, and holidays. It can handle client requests, route urgent matters, or schedule callbacks.

Yes! The AI can ask qualifying questions about project scope, budget, and timeline to route qualified leads to your team.

The AI recognizes urgency indicators and can immediately route urgent matters to your team while still capturing all client information.

All calls are encrypted and securely stored. The AI collects only necessary information and ensures all client data is handled with the highest security standards.

NextPhone costs $199/month with unlimited calls - no per-minute charges or hidden fees. Includes custom training, CRM integration, call transcripts, and summaries. No contracts, cancel anytime.

Still have questions? Contact our support team

Get Started In Days

Turn your phone lines into a
24/7 booking engine.

See a live demo and have NextPhone answering calls in under a week.