High-Intent Clients.
Zero Time-Wasters.
Voice AI + SMS + chatbot, all trained on your firm's knowledge base, booking confirmed consultations straight into your calendar. $150 + GST per confirmed appointment - for accountants, lawyers, advisors and consultants.
From Ad Click to Qualified Client - in 5 Steps
Build Qualifying Gate Funnel
We design a multi-step intake form that captures service needed, business size, revenue bracket, urgency and budget range - filtering out tyre-kickers before they reach you.
Targeted Ads
Google Search captures high-intent queries ("accountant Auckland", "commercial lawyer NZ"). Meta retargeting re-engages warm prospects who visited but didn't convert.
AI Qualification
Our AI agent follows up in a professional tone - confirming genuine need, verifying business details and scoring each lead before it ever lands on your desk.
Qualified Leads to CRM
Only verified, high-intent prospects are pushed into your CRM with full context - service required, budget, timeline and contact details - ready for your team to close.
Optimise on Cost-Per-Client
We don't optimise for clicks or impressions. We track which leads convert to paying clients and continuously refine targeting, copy and funnels to lower your cost per acquisition.
Lead Generation Built for Professional Services
Accounting & Tax
Attract business owners searching for tax advisory, year-end accounting, GST compliance and bookkeeping services across NZ and Australia.
Legal Services
Generate qualified enquiries for commercial law, employment disputes, property conveyancing, family law and immigration - from clients ready to engage.
Financial Advisory
Connect with high-net-worth individuals and business owners looking for wealth management, retirement planning and investment advice.
Management Consulting
Reach decision-makers in mid-market and enterprise businesses seeking strategy, operations improvement and digital transformation support.
IT Services
Fill your pipeline with businesses actively searching for managed IT, cybersecurity, cloud migration and software development partners.
Engineering & Architecture
Capture project-ready leads from developers, councils and property owners needing structural engineering, civil works or architectural design.
Why Professional Services Need Different Lead Gen
High-ticket services demand more than a landing page and a Google Ad. Your prospects are doing their due diligence - and so should your lead generation.
Trust-Building First
Professional services are sold on credibility. Our funnels lead with authority content, testimonials and credentials before asking for contact details.
Longer Consideration Cycles
Prospects compare multiple firms before engaging. We build retargeting sequences and email nurtures that keep you top-of-mind throughout the decision journey.
Qualification Gates That Filter Time-Wasters
Multi-step intake forms capture budget, timeline, business size and service complexity - so your partners only speak to prospects who are genuinely ready to proceed.
Content-Led Nurturing
Guides, case studies and thought leadership pieces educate prospects and pre-sell your expertise - reducing objections before the first conversation.
Professional Brand Experience
Every touchpoint - from the ad creative to the follow-up email - reflects the calibre of your firm. No generic templates, no discount-driven messaging.
Built on the System Behind a Nationwide NZ Solar Company
The Voice AI + SMS + chatbot stack we deploy for professional services is the same engine that lifted a nationwide NZ solar company's lead-to-appointment rate from 44% to 88%.
Lead-to-appointment rate at the solar company after the multi-channel AI went live
Pipeline growth at the solar company in the months following rollout
Speed to contact - Voice AI calls every new lead in under a minute, 24/7
FAQ
Frequently Asked Questions
What types of professional services do you generate leads for?
We generate leads for accounting and tax firms, legal practices, financial advisory, management consulting, IT services, and engineering and architecture firms. Each vertical has its own tailored qualification funnel and targeting strategy.
How are professional services leads qualified?
Prospects complete a multi-step intake form capturing service needed, business size, revenue bracket, urgency, and budget range. Our AI agent then follows up to confirm genuine need and verify business details before scoring and delivering the lead.
What is the minimum lead volume?
The minimum commitment is 30 leads per month. There are no lock-in contracts - you can scale up or pause at any time on a month-to-month basis.
How much do professional services leads cost?
Professional services appointments are NZ$150 + GST per confirmed appointment. You only pay when our Voice AI, SMS, or chatbot books a qualified prospect into your consultation calendar. No retainers, no setup fees, no charge for unqualified leads.
Are leads exclusive to my firm?
Yes. Every lead is 100% exclusive and is never shared with competing firms. You are the only business that receives and contacts that prospect, giving you the best chance of converting them into a client.
Do you integrate with our existing CRM?
Yes. Qualified leads are pushed directly into your CRM in real time with full context - service required, budget, timeline, and contact details. We integrate with all major CRM platforms or can provide a purpose-built pipeline.
How the AI handles professional services leads
One brain. Three channels. Booked on your calendar.
Voice AI, SMS, and an AI chatbot - all trained on your firm's knowledge base, all running the same qualifying logic, all dropping confirmed consultations straight into your dedicated CRM workspace.
Voice AI
Within 60 seconds of form submission, a natural-sounding voice agent calls the prospect, runs your professional intake script, and books the consultation before the call ends.
- Confirms decision-maker
- Captures business size
- Identifies problem urgency
- Captures budget range
SMS follow-up
No answer? A personalised SMS lands within seconds and carries on a professional conversation by text - answering scope questions, sending the calendar link, and locking the consultation in.
- Two-way conversational SMS
- Multi-attempt nudges with smart timing
- Carries calendar booking through the thread
- Compliant opt-out handling
AI chatbot
On your website, in Messenger, on WhatsApp. The same AI answers service questions, qualifies inbound chat, and books partner consultations 24/7 - escalating complex matters to a human.
- Reads your knowledge base in real time
- Books directly into your calendar
- Web widget + Messenger + WhatsApp
- Warm-transfers complex matters to partners
Professional services campaigns across New Zealand and Australia
We run campaigns for businesses in Auckland, Wellington, Christchurch, Hamilton, Tauranga, Dunedin, Palmerston North, Napier and Hastings, and in Sydney, Melbourne, Brisbane and Perth, targeted to the areas you actually service. See pricing for rates in each country, or read about our marketing agency work in New Zealand and in Australia.