Problem 01
Missed Calls
Potential clients often contact multiple consultants. If nobody responds quickly, they may move forward with someone else.
Automation For Consultants
Consulting Automation That Helps You Respond Faster And Convert More Leads
Lumen Automations helps consultants recover missed calls, respond to inbound leads, follow up on proposals, organize consultations, automate reminders, and keep more opportunities from slipping through the cracks.
Common Problems
Where Consultants Lose Opportunities
Most consultants are not losing business because there is no demand. They lose opportunities when leads are not followed up with quickly, consultations are missed, proposals go cold, and communication depends entirely on manual work.
Problem 02
Cold Proposals
Consulting proposals and discovery calls can lose momentum when follow-up is delayed or inconsistent.
Problem 03
Manual Follow-Up
Consultants can only manage so many leads, reminders, intake forms, onboarding steps, and review requests manually.
Systems We Build
Practical Automation For Consultants
We build automation around the workflows that directly affect lead response speed, consultation booking, onboarding, communication, and follow-up.
Automation
Missed Call Text-Back
When your consulting business misses a call, the lead can receive an instant text response so the opportunity does not disappear.
- ✓Instant missed call response
- ✓Lead inquiry capture
- ✓Internal notification to your team
Automation
Lead And Proposal Follow-Up
Follow up with people who submit forms, request consultations, or receive proposals but do not move forward.
- ✓Website lead response
- ✓Proposal follow-up
- ✓Lead nurturing sequences
Automation
Consultation Reminders
Send automated reminders before strategy calls and discovery meetings so leads confirm or reschedule sooner.
- ✓Consultation confirmations
- ✓No-show reduction workflows
- ✓Rescheduling support
Automation
Client Onboarding
Automate onboarding steps, intake forms, reminders, and communication after a new client signs on.
- ✓Automated onboarding workflows
- ✓Form and document collection
- ✓Client communication support
Next Step
Make Consulting Follow-Up Less Manual
If your consulting business relies on calls, forms, consultations, proposals, onboarding, reminders, and client communication, there are likely simple workflows that can be automated quickly.
Build My Consulting Workflow