Does every conversation have to end in a meeting?
No. Some people only need an answer. You choose what the next step is.
For professional services firms
AI for professional services firms
Make the first meeting count.
Accounting, consulting, architecture, advisory: the first question is always whether you handle a situation like theirs. Locke answers the way your best partner would, from what your firm knows, and your team walks into the first meeting knowing what they need.
- Who you work with
- How you engage, and how fees work
- What the first meeting covers
- What it replaces
- The wait until Monday for a reply, the discovery call spent on basics, and the same questions about fit and fees in every first meeting.
- What it adds
- A read on what prospects ask before they choose a firm, and where they hesitate.
What your team receives.
New inquiry: ready to meet
Thursday, 7:05 PM · Services page
- Who
- James, owns a 12-person design firm. Prefers email.
- Asked
- Do you work with firms our size? How do your fees work? What happens in the first meeting?
- Told
- Who the firm works with, how fees are structured, and what the first meeting covers.Source: Engagement guide, approved Sep 30
- Open
- Asked whether you can take over his books mid-year. Passed to a partner.
- Next
- Wants to meet next week.
How it works here.
Built from your firm
From how your firm explains its work: who you serve, how you engage, how fees work and the answers your best partner gives. We also gather what's already public about your firm.
Approved together
We go through every source with you, and you decide what it speaks to. Advice on anyone's own situation always goes to your team.
Live on your site
It answers at any hour. When a prospect is ready, the right person gets the conversation.
What stays with your team.
- Advice on a client's own situation.
- Proposals, pricing exceptions and engagement terms.
- Whether the firm takes the engagement.
Questions.
Can it explain our fees?
Yes, in the wording you approve. Exceptions and proposals stay with your team.
Can we keep our contact form?
Yes. It works beside the form and booking link you already use.
What if a question is outside what we've given it?
It says so and passes the question to your team.
Get started
Tell us who needs to reach you.
Four fields to start. A person reads it, and you hear back within two business days.
- A person reads it.
- You hear back within two business days.
- If it’s a fit, we start with your objectives.
Building one for yourself? Join the self-serve waitlist instead.