Industry playbooks
Professional Services Playbook
A practical setup for consultants, agencies, legal-adjacent services, finance, insurance, and B2B sales teams.
Use AI to explain services, qualify interest, and route serious inquiries to the right contact path.
Teach scope and fit
Professional service customers often ask what is included, who the service is for, how long it takes, what to prepare, and how to contact a person.
Write clear service scope, ideal customer fit, process overview, and contact instructions.
Keep sensitive details out of public chat
The AI can explain the process and route customers, but it should not request sensitive personal, legal, financial, or medical details in the public chat.
Guide customers to an official consultation, secure form, phone, or email when details are needed.
Use business cards and brochures
A business card can become more than a contact card. With a QR code, it can answer follow-up questions after a meeting or networking event.
This is especially useful when prospects need to explain your service to someone else later.
Quick checklist
- Service scope and fit are clear.
- Sensitive details are routed to official channels.
- Consultation or contact button is visible.
- Business card QR code is tested.
- Questions are reviewed for sales objections.