Who this template is for
Who this template is for This workflow is designed for professional services firms that handle inbound client inquiries and need a smarter way to qualify, route, and respond to them. Ideal for: Consulting firms Accounting and bookkeeping firms Fractional CFO and finance advisory services What this workflow does This automation captures client inquiries and uses AI to analyze each submission in real time. The workflow: Classifies the requested service type Scores lead quality and urgency Rou