Respond to a new prospect inquiry, qualify them, schedule the consult
Revo replies to the prospect, classifies the engagement type, checks partner capacity, and books the consult on the calendar.
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Inbound prospects judge the firm by how fast and how thoughtful the first reply is. Revo gets that first reply out the door in minutes.
What Revo classifies
Tax prep (1040, 1120, 1065), bookkeeping/CAS, advisory, audit prep, IRS resolution. routes to the right partner with the right intake organizer.
What the prospect gets
A friendly, professional reply with the intake link, three consult slots, and one soft qualification question. they feel seen, not screened.
- 1
Classify the inquiry
Engagement type, urgency, complexity. so the right partner gets the right qualification questions.
- 2
Check the fit
Partner capacity, practice area match, jurisdiction. four checks before any reply goes out.
- 3
Draft the reply
Friendly, professional, with the intake link, three consult slots, and one soft question to gauge fit.
- 4
Schedule the consult
When the prospect picks a slot, Revo books it on the partner's calendar with a one-line agenda.
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Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
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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