Professional Services
AI Automation for Professional Services
Consulting, accounting, agencies, and B2B service firms — automate intake, proposals, and client admin.
Common challenges we solve
- ! Senior staff pulled into routine intake calls
- ! Inconsistent discovery and qualification process
- ! Proposal and onboarding delays
- ! Month-end admin and reporting bottlenecks
How ETG helps
- Discovery call qualification and routing
- Automated scheduling for partners and specialists
- Client onboarding workflow automation
- Custom integrations with your existing stack
Built for your industry, not a generic chatbot
We design custom AI agents around your workflows, policies, and systems — with human handoff when it matters. Explore our AI Business Agents approach.