Every inquiry gets a reply. Every proposal gets a follow-up.
AutoMapped tracks each prospective client from first inquiry to signed engagement, and reminds you — or follows up for you — when a proposal or renewal needs attention.
Set up for accountants, bookkeepers, consultants, financial advisors and insurance agencies.
Where leads slip
Sound familiar?
The usual gaps between an inquiry and a client — and what AutoMapped does about each one.
Inquiries arrive while you're with clients, and some wait days for a reply.
Every new inquiry gets an instant acknowledgement and a callback task for your team. Follow-ups continue until they reply or book a consultation.
Proposals go out, then go quiet.
Proposal follow-up checks in after two days and reminds you to call if there's still no answer — and stops the moment they respond.
Renewals and annual reviews rely on someone remembering.
Services like tax preparation and annual reviews carry a yearly reminder, so returning clients hear from you on time.
Nobody can see where every prospect stands.
One client pipeline shows who's new, who has a consultation booked and which proposals are waiting — with the next step for each.
Customer journey map
Your client pipeline, ready on day one.
Stages are named the way you work, and every client on the map has a clear next step. Stages move when the evidence says so — a booked consultation, an accepted proposal — and every move is explained.
- 1
New inquiry
Next step: Acknowledge right away, then call back
- 2
Qualified
Next step: Book the consultation
- 3
Consultation booked
Next step: Confirm the consultation
- 4
Proposal sent
Next step: Check in if there's no reply in two days
- 5
Engaged as client
Next step: Schedule the engagement and ask for feedback after
- 6
Renewal opportunity
Next step: Remind them when the next visit is due
Repeat-service reminders included in the template
- Tax preparation · every year
- Annual review · every year
- Insurance review · every year
Defaults you can change for your business.
Follow-up automations
Follow-ups worded for professional services firms.
Ready-made sequences that use your terms. Nothing goes live until you switch it on, and every sequence stops when the person replies, books or opts out.
- Consent and opt-outs tracked per channel
- Quiet hours and daily caps enforced before sending
- Every step logged, so you can see what was sent
New lead: acknowledge & follow up
Thanks the prospect right away, alerts your team and keeps following up until they reply or book.
Text message Hi Sam, thanks for contacting [Your business]! We received your request and will be in touch shortly. Reply STOP to opt out.
Consultation confirmation
Confirms booked consultations by email, with an easy way to reschedule.
Proposal follow-up: 2 days, 2 weeks, 2 months
Checks in on open proposals, then creates a call task if there's still no decision.
Text message Hi Sam, [Your business] here. Any questions about the proposal we sent? Happy to go through it. Reply STOP to opt out.
Post-engagement feedback & review request
Asks every client for feedback a day after the engagement wraps up.
What you get
Everything between “new inquiry” and “come back soon.”
Speed-to-lead follow-up
New inquiries get an instant acknowledgement, your team gets an alert and a callback task, and follow-ups continue until the client replies or books.
Proposal follow-up
If a proposal gets no answer, AutoMapped sends a friendly check-in and then reminds you to call. It stops as soon as they reply or decide.
Repeat-service reminders
Recurring services come with a reminder interval, so clients hear from you when the next visit is due — not when someone happens to remember.
AI receptionist
Answers calls when you can't, using only the services and policies you approve. It can book consultations, take a message, or hand off to a person.
Daily briefing
One list of what needs you today — missed calls, unanswered inquiries, unconfirmed bookings, promises coming due — each linked to the record behind it.
Free website assessment
See your site the way a visitor on a phone does — contact details, calls to action, forms, speed — with a plain-language list of fixes.
Some features depend on your plan. Compare plans →
Website assessment
Start with a free website assessment.
See your site the way a visitor on a phone does, and get a plain-language list of what to fix first — included in your free trial.
FAQ
Questions from professional services firms
Is client information kept confidential?
Can we use it for more than one service line?
Will it send messages without us knowing?
Does AutoMapped use our terminology?
Do I need to set up integrations first?
AutoMapped for other industries
Give every lead a next step.
Choose “Professional services” during setup and your pipeline, forms and follow-ups arrive worded for you — you decide what goes live.