Respond to a new inbound inquiry, qualify, schedule the discovery call
Revo replies to the prospect, classifies the fit against your scope and capacity, and books the discovery call on your calendar.
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Inbound prospects judge your firm by how fast and how thoughtful the first reply is. Revo gets that first reply out in minutes.
What Revo classifies
Service type, urgency, budget signal, fit with your scope. routes to the right discovery flow with the right qualification questions.
What the prospect gets
A friendly reply with three discovery slots, the qualification question, a CRM contact created. they feel seen, you get a qualified call.
- 1
Classify the inquiry
Service type, urgency, budget signal. so the right qualification questions get applied.
- 2
Check the fit
Capacity, scope match, prior similar engagements. four checks before reply.
- 3
Draft the reply
Friendly, professional, with three discovery slots and one soft qualification question.
- 4
Schedule the call
When the prospect picks a slot, Revo books it on your calendar with a one-line agenda.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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Schedule a candidate interview across the panel, end to end
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Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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