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For professional services

Book more qualified calls.

Consultancies, legal, accounting and advisory firms — fill partner calendars with discovery calls. AI per-prospect copy in each partner's own voice, calendar embed in every email, and sync to your practice management system.

Calendar embed in every email — 1-click booking
Per-partner voice training, not templates
Email + LinkedIn nudge + dialer in one cadence
HubSpot / Salesforce / Clio / Karbon sync
Restricted-party screening + audit log

Start free trial See a partner cadence

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Live call · Anna K — Stripe● Recording 02:14

Anna Kowalski

VP Marketing · Stripe

AI TALK-TRACK · LIVE COACH

Open with the Series B story — Stripe just announced $6.5B raise. Reference Anna's post on attribution from last Tuesday.▍

DIALED

CONNECTED

BOOKED

Services-firm math4 metrics

Cold prospect → booked call

METRIC / 01

11.4%

Reply rate

Median on services-firm cadences.

METRIC / 02

+3.2x

Discovery calls / mo

Vs. partner-only LinkedIn-only motion.

METRIC / 03

<48h

Email → booked call

Calendar embed kills the round-trip.

METRIC / 04

Templates in voice

AI keeps each partner's tone, not yours.

How it works

Three steps to a discovery call

From ICP list to a booked call on the partner's calendar.

STEP / 01

Build the ICP list

Filter the 700M database by sector, size, growth-stage and recent signal. Save as a live list.

STEP / 02

Run the partner cadence

AI-personalized email, LinkedIn nudge from the partner's account, and a dial in one timeline.

STEP / 03

Discovery calls book themselves

Calendar embed lets prospects book direct from the email. Notes, recordings and dispositions sync to your CRM.

What's inside

Built for the relationship-led services firm

Compliant, partner-voiced, and finally measurable.

FEAT / 01

Calendar embed in every email

Prospects book onto the partner's calendar from the first email. No round-trip, no broken links, no double-booking.

1-click booking

FEAT / 02

Practice-aware AI copy

Generated from the prospect's company, sector, growth stage and recent regulatory or strategic moves — not from a template.

On-brand at scale

FEAT / 03

Email + LinkedIn + dial

One cadence covers email, a LinkedIn nudge from the partner's profile, and a dialer call for warm replies.

Partner-grade touches

FEAT / 04

Partner-level voice

Each partner trains their tone in 60 seconds. Sequences keep that voice — no associate ghost-writing required.

Per-partner voice

FEAT / 05

CRM + practice mgmt sync

Bi-directional sync to HubSpot, Salesforce, Clio, Karbon and PracticePanther — replies land on the right matter.

Practice-mgmt aware

FEAT / 06

Confidentiality & compliance

Per-region disclaimers, opt-out, suppression of restricted parties, audit log on every outbound send.

Audit-ready

Services motions

Every flavor of partner-led BD.

One platform across management consulting, legal, accounting and advisory.

USE / 01

Management consulting

Boutique to top-tier firms running outbound partner cadences.

Per-partner voice
Sector ICP scoring
Salesforce sync

USE / 02

Legal practices

Corporate, IP and regulatory practices building business pipeline.

Restricted-party screening
Per-region disclaimers
Clio sync

USE / 03

Accounting & advisory

Firms moving up-market with advisory and tax outreach.

Practice-aware AI
Karbon sync
Audit log

USE / 04

Boutique agencies

Strategy, design and digital agencies running outbound for themselves.

Founder seat
AI in your voice
Calendar embed

The trade

What you get vs. what you stop tolerating.

INCLUDEDWhat you get10 items

01Calendar embed in every outbound email
02Practice-aware AI copy from real signal
03Per-partner voice training in 60 seconds
04Email + LinkedIn nudge + dialer in one cadence
05HubSpot / Salesforce / Clio / Karbon sync
06Restricted-party screening on every send
07Per-region disclaimers & opt-out enforcement
08Audit log on every outbound send
0955K+ warmup network for partner mailboxes
10Discovery-call recording + transcript + notes

EXCLUDEDWhat you skip10 items

01Partners ghost-writing every cold message
02Email → reply → email round-trip to book a call
03Generic 'love your work' templated openers
04Practice management updates done after every call
05Restricted-party lists living in a partner's head
06LinkedIn DMs invisible to BD or marketing
07Audit logs reconstructed for compliance reviews
08Two separate tools for cold mail and CRM
09Calendar links that 404 a week later
10Volume blasts cooking the partner's domain

FAQ5 entries

Services outreach, answered

Still curious? Our team responds in under an hour.

Talk to sales

Yes — that's the primary motion. Each partner trains their voice once, the AI keeps it across email and LinkedIn, and the dialer puts warm replies on the partner's calendar. Associates and BD support staff orchestrate, partners close.

No. Per-contact AI references real signals — last 10-K filing, recent funding, regulatory change, leadership move. Reply-rate medians on services-firm cadences are 11.4%, well above the 2% template baseline.

Google Calendar, Outlook, Microsoft 365, Calendly, SavvyCal and Cal.com — embedded directly in the email, no redirect.

Yes — bi-directional sync with HubSpot, Salesforce, Clio, Karbon and PracticePanther. Replies attach to the right matter or engagement automatically.

Per-region disclaimers ship by default. Restricted-party screening, opt-out enforcement and an audit log on every send keep marketing compliant — and the audit log is exportable per jurisdiction on request.