AI Lead Qualification & Proposal Automation
An agent that responds to inbound enquiries 24/7, asks the right scoping questions, scores each prospect, and generates a first-draft proposal — so your team only touches warm, ready-to-close leads.
Professional Services
AI that handles the work between the work.
Every hour a consultant or advisor spends on admin is an hour not billed. Wizeb builds AI systems that qualify leads faster, extract meeting intelligence, process documents, and remove internal friction — so your team sells more, delivers more, and keeps more margin.
AI Solutions We Build
What AI can do for your professional business
Every engagement starts with your problem, not a predetermined solution. These are the types of AI systems we regularly build for Professional Services clients.
Meeting Intelligence & Action Extraction
Automatically transcribes every client call, extracts decisions and action items, and updates your CRM — so nothing gets lost between the meeting and the follow-up.
Document Processing & Contract Intelligence
AI that reads, extracts, and structures data from contracts, proposals, and reports — cutting hours of manual review and populating downstream systems automatically.
Case Study
What This Looks Like in Practice
A real project, real results. No client name — that's deliberate.
Client Type
Professional Services Firm
Shipped & live
“41% higher close rate and £290K in new pipeline after AI took over lead qualification”
The Challenge
"Every inbound lead meant hours of back-and-forth before we even knew if they were a fit. By the time we sent a proposal, half had already gone with someone faster."
The Solution
An AI qualification agent was deployed to respond to every inbound enquiry within minutes — 24 hours a day — ask the right scoping questions, score each lead, and generate a first-draft proposal. The sales team now only touches warm, pre-qualified prospects, spending their time closing instead of chasing.
Key Results
- 41%Improvement in proposal-to-client conversion
- <30mLead response time (was 2 days)
- £290KNew pipeline added in first quarter
What Clients Say
Heard from the teams who use it
“We used to lose half a day per consultant each week to admin — updating CRM, writing up call notes, building status reports. Most of that is automated now. The team feels the difference immediately.”
“Client meetings now produce instant summaries and action lists. Follow-through has improved noticeably — and clients have mentioned it unprompted. That's the kind of thing that retains relationships.”
Work with Wizeb
Ready to see what AI can do
for your professional business?
Tell us about the problem. We'll come back with a realistic picture of what's possible, what it costs, and how fast you can have it running.