Consulting & professional services

More qualified discovery calls, less admin.

Lisra answers service questions, qualifies inquiries against your ideal client criteria, books discovery calls and keeps proposals moving, so you spend your time advising clients, not chasing scheduling emails.

Day and nightLead intake
QualifiedDiscovery calls
Followed upProposals
CLIENT DESK · GROWTH PARTNERSSample
Incoming inquiry
Da
“We need help with our growth strategy.”
Website form · B2B SaaS
$25k+Budget
Q3 startTimeline
StrongFit
Lead score: 88 · qualified
Discovery call slots
Tue · 11:00 AM
30 min · with Priya
Open
Thu · 3:00 PM
30 min · with Alex
Open
Custom scope
Partner review
Proposal
AskQualifyDiscoveryProposal
Discovery call · Tue 11 AM

From inquiry to a signed engagement.

Prospects get a fast, professional response; you get qualified, well-prepared discovery calls and proposals that don't stall, instead of a calendar full of mismatched leads.

Answer & qualify

Reply to service and scope questions, then qualify against your ideal client.

Book the discovery call

Offer real availability and book qualified leads with the right partner.

Prepare the call

Capture goals, budget and context so you walk in fully briefed.

Follow up on proposals

Chase sent proposals with timely, professional nudges until they're decided.

Built around how a firm wins work.

Lisra handles intake, qualification and scheduling while strategy, advice and pricing stay with your experts.

Service & scope answers

Explain your services, engagement models and process from approved info.

Lead qualification

Qualify inquiries by budget, timeline, fit and intent before they reach you.

Discovery call booking

Book qualified prospects into the right consultant's open times in Lisra.

Proposal follow-up

Keep sent proposals moving with professional, well-timed reminders.

Reminders & nurture

Nurture not-yet-ready leads so they return when the timing is right.

Client intake

Collect the brief, goals and details your team needs to start clean.

Intake & scheduling support, not the advice.

Lisra works inside your rules. Strategy, recommendations, scoping, pricing and contracts are decided by your consultants. Lisra qualifies, books and keeps things moving.

Fill your calendar with the right clients.

Start from the consulting industry pack, a ready setup of services, wording and steps, then map one real lead-to-proposal workflow in a guided demo.

Plan the Consulting Workflow →