Vertical playbook: consultants, accountants, lawyers, auditors
AI WhatsApp Automation for Professional Services Firms
Capture intake details, qualify leads by scope and budget, book consultations, send pre-call reminders, and follow up after every call, with QR scan-to-chat on business cards, reports, and proposals.
01 · Live AI demo
How the AI answers a customer
Hi, we are a startup setting up in Saudi — can we book a consultation on tax registration, and what does it cost?
Happy to help — consultations are AED 350 for 45 minutes. To prepare, share your company type and expected revenue, and pick a slot: Tuesday 10 AM or Thursday 2 PM. Reply 1 or 2, and I will send the intake form and payment link.
02 · Case study
BD, KSA, and UAE merchant rollout
A Dubai consultancy, a Riyadh accounting firm, and a Doha legal practice can use Wutt to capture intake details in chat, qualify scope and budget before the call, book consultations, and follow up with deliverables and next steps.
intake captured in chat
consultations booked without phone tag
follow-ups sent after every call
03 · Onboarding incentive
Vertical starter pack
- Intake form flow
- Consultation booking template
- Scope and budget qualification
- Pre-call reminder
- Post-consultation follow-up
04 · What customers ask
Questions Wutt should answer instantly
- Clients want to describe their problem, know the consultation fee, and pick a time without playing email tag.
- Firms want intake details captured before the call, leads qualified by scope and budget, and follow-ups sent so every call has a next step.
- Wutt can turn business cards, reports, and proposals into QR scan-to-chat entry points for intake and consultation booking.
05 · Use cases
Ready-to-launch Wutt services
- Intake details collected in chat
- Consultation slot booking with payment
- Scope and budget qualification before the call
- Pre-call reminder with the meeting link
- Post-call follow-up with deliverables
06 · Rollout plan
How to go live this week
- Add services, fees, and consultant availability to Wutt Booking.
- Create intake, consultation, reminder, and follow-up templates.
- Print QR cards for business cards and proposals, and add the chat widget to the website.
- Tag leads by service and stage, and hand over high-value chats to partners.
From scan to conversation in one step
A customer scans the QR code from a table, board, reception desk, package, invoice, or website. Wutt opens WhatsApp or Telegram with a ready message, stores the conversation in the inbox, and lets AI answer first while your team can take over anytime.
Create my first scan-to-chat flow Free during the $1 trial month