For consultancies, agencies and staffing firms
Turn the website visitor into a booked discovery call
EzyConn answers prospective clients from your service pages, case studies and published prices. It takes their details and their brief, books discovery calls into your calendar, and hands the serious ones to a partner.
- Answers from your own pages
- Books discovery calls
- Hands over on a yes
A worked example: on a Sunday evening a prospective client asks whether the agency rebuilds onboarding emails and how it prices the work. The agent answers from the service pages and books a discovery call for Friday at 15:00.
Worked exampleFernhill Studio and the chat are invented to show the flow.
Where it helps
Where enquiries go missing, and what it costs
The moments a person cannot always be there for, and the questions that arrive before anyone is in.
- Out of hours
The buyer who reads at night
Decision makers research suppliers between meetings and after them. A form promises a reply within a day; an answer now keeps them on your site.
- Every week
The same scoping questions
Do you work with companies our size? What does it cost? How long does it take? Your pages answer them, and it answers from your pages.
- Recruitment
Candidates and clients in one inbox
Staffing firms hear from both sides. It answers candidates about roles and process, and books clients in with a consultant.
- Before the call
Calls with the brief already written
It takes the details you ask for and the brief in their own words, so the call starts on substance.
What it does
Four jobs, done in your words and your diary
It answers from what you publish, books into your calendar, takes the details that matter, and brings in a person when it should.
Answers from your service pages
“Have you worked with healthcare companies?”
From your service pages, case studies and the documents you upload, with the source shown. Where your content is silent, it offers a person.
Books discovery calls
“Can we talk this week?”
It offers open times, books one with the brief in the notes, and the booking lands in your Google or Microsoft 365 calendar.
Takes the brief
“We need a new website by March.”
Name and email before the chat starts, phone if you ask for it, and their brief in their own words.
Hands serious buyers to a partner
“Can I speak to someone senior?”
It offers your team and, on a yes, assigns the chat by your rule. Partners reply from the inbox or from Slack.
When a person is needed
A partner picks up the conversation that matters
Proposals, pricing for a specific brief and anything contractual belong with a person.
It offers, they choose
When your content does not cover a question, or the visitor asks for a person, it offers your team. Nobody is handed over without saying yes.
Someone is assigned and told
By the rule you pick (round robin, least busy, most recently active, or by hand). The agent stops replying while a person holds it.
Reply from the inbox or Slack
The reply lands in the chat the visitor is already in, on whichever channel they wrote.
Hand it back in one click
With everything your colleague said still in the thread.
Worked exampleFernhill Studio and the people are invented, and the agent’s wording varies with your content. The hold message (“Thanks, I’m connecting you to a support specialist now”) is EzyConn’s own.
Inside professional services
8 industries in this group, ranked
Each with what EzyConn does for it and how much of it they would use. Where we have a guide, it is linked.
- #15Recruitment and staffingCandidate and employer qualificationLeads · Hands overRead
- #52Marketing agenciesLead qualification and discovery callsLeads · BooksRead
- #53Translation and interpreting agenciesQuote requests and interpreting bookingsLeads · Books · Hands overRead
- #82Consulting firmsDiscovery call bookingLeads · Books
- #83Business and life coachesDiscovery call bookingLeads · Books
- #84Architecture firmsProject enquiriesLeads · Hands over
- #85Engineering firmsRequest for quote captureLeads · Hands over
- #182Funeral homesSensitive enquiries straight to a personHands over
FAQ
Questions agencies and consultancies ask before they switch it on
Answered from the product, not a brochure.
Can it qualify leads?
It asks the questions you give it and takes the details on your form, so you read the conversation and decide.
Can conversations go to HubSpot or Salesforce?
Yes. Conversation and message events go out through Zapier or a signed webhook, which can create the record in your CRM.
Where do its prices come from?
From your content. If your pages publish no prices, it offers a call instead.
Does it work for recruitment firms?
Yes, for questions about your process and the roles on your site, and for booking calls with consultants.
Start free
Book the discovery call while they are still reading
Point it at your service pages and case studies, connect your calendar and choose who takes the hand-over.
Free plan, no card.