Spencer answers the number you forward, takes the caller's name, number and what they need — in the words a consulting firm actually uses — and writes one sentence on the record. From $49 a month, on the full EngageSuite360 CRM shaped for consulting.
Then Spencer listens. Short sentences, one question at a time, the number read back once, and what happens next: you call back.
That word is in the sentence Spencer writes, so your callback list reads like a consulting desk, not a voicemail box.
A prospective client's first call usually arrives while you are in a client meeting, and first impressions of responsiveness decide who gets hired. Spencer answers that call, every time, and you decide what happens next.
By the numbers: Across businesses in general, in an audit of 2,241 US companies, 23% never responded to a web lead, and the average response time was 42 hours. Source: Oldroyd, McElheran & Elkington, 'The Short Life of Online Sales Leads', Harvard Business Review (copy of the article hosted by a third party; hbr.org blocked fetching), 2011.
Every plan includes the EngageSuite360 CRM, set up for consulting from the first login. Spencer writes each call onto the right record in those words.
Initial Contact → Discovery Meeting → Proposal Drafted → Proposal Sent → Negotiation → Engagement Active
On every client: Industry Vertical.
The caller becomes a contact, the company is matched from the number, and the sentence is emailed to you. No recording, no transcript on the Starter plans — that is the AI Front Desk plan, one rung up, same number, same CRM.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
How a consulting firm handle calls, follow-up and the work behind them — written by Spencer on AgentWorks Studio.
EngageSuite360 arrives shaped for consulting: the pipeline, the fields and the vocabulary. Free to start; Spencer writes every call into it.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
"Thanks for calling your business, this is Spencer. I'll take your name, number and a note for the team." Then Spencer listens, takes the name, the callback number and what they need, reads the number back once, and says you will call back.
Spencer never quotes a price or a range, confirms an appointment time, sends a text or an email, transfers the call, or pitches anything. On the Starter plans it is one logged sentence and you call back; the AI Front Desk plans add transcripts, texting and booking.
A contact (or the one you have), the company when the number matches, and one line on the record that names what they needed — new engagement inquiry, active client, proposal or contract, scheduling, billing question. The same line is emailed to you.
Clients, with engagements moving through Initial Contact, Discovery Meeting, Proposal Drafted, Proposal Sent, Negotiation, Engagement Active. The EngageSuite360 CRM in every plan is set up for consulting, with engagements and deliverables as records of their own.
A prospective client's first call usually arrives while you are in a client meeting, and first impressions of responsiveness decide who gets hired. Spencer answers every call you forward, so that caller reaches someone.
One receptionist per industry, each with a name, a voice and that trade's vocabulary. Meet all 27 →