B2B Brain for professional services
Your first reply is the first sample of your service.
Prospective clients judge a firm on how quickly and clearly it responds. B2B Brain makes sure every enquiry is answered, every proposal is followed up, and you know which referral sources bring clients worth having.
Your week in B2B Brain
Example data- Proposals outstanding
- 4 · £46,000
- Avg first response
- 38 min
- Top introducer
- 3 clients
How enquiries really arrive
A referral emails one partner. A website form goes to a shared inbox. Someone calls reception and leaves a message. Each is handled by whoever sees it, in their own way. Proposals are sent from personal email and followed up if the partner remembers. At year end, nobody can say which introducers or services produced the best clients.
Where the money leaks
Four places professional services lose work without noticing.
01
Slow first responses
Clients comparing firms often go with the one that replies first and clearly.
02
Proposals without follow-up
A proposal with no follow-up can look like a firm that isn't keen.
03
Unmeasured referrals
Some introducers send ideal clients; others send time-wasters. Without data they're treated the same.
04
Scope creep untracked
Engagements drift and nobody compares fees with the time really spent.
How B2B Brain helps
Every part of the system, applied to your business.
Website Intelligence
See which service pages and content lead to discovery calls — not just page views.
Learn more →Unified Inbox
Shared inbox for enquiries across partners and reception, with ownership so nothing sits unanswered.
Learn more →Automation
Acknowledge enquiries, route them to the right partner, remind if unanswered after two hours, and chase proposals on a schedule you set.
Learn more →AI Business Brief
A weekly brief of proposals outstanding, introducers performing well, and any enquiry left too long.
Learn more →
Automations you'd switch on
Your rules, running quietly.
Enquiry routing
- New enquiry
- Acknowledge
- Assign by service
- Remind partner after 2 hours
Proposal follow-up
- Proposal sent
- Wait 5 days
- No decision?
- Follow up
- Flag to partner at day 10
Referral thank-you
- Client won
- Record introducer
- Send thank-you
Your end-of-day brief
What it would tell you.
End of day
Example data- •4 proposals outstanding worth £46,000; one has waited 9 days.
- •Average first response this week: 38 minutes (last week: 1 h 20).
- •Introducer ‘Smith & Co’ referred 3 clients this quarter, all won.
- First action: follow up the Harper Ltd proposal.
Written from your own data. Patterns are correlations, not claims about cause.
Ask B2B Brain
Questions you'll finally get answered.
“Which proposals have had no response for a week?”
“Which referral sources produced the most fees?”
“What's our average engagement value by service?”
“Which enquiries took over a day to answer?”
What you track
The numbers that matter to you.
- New enquiries
- Discovery calls
- Proposals
- Engagement value
- Referral source
- Response time
Your pipeline
- Enquiry
- Discovery call
- Proposal
- Accepted
- Engagement
- Renewal
FAQ
B2B Brain for professional services: questions.
Each firm's data is isolated from every other business, and roles control what each team member can see.
No. B2B Brain focuses on winning and understanding clients; your practice software keeps running the work.
Built for professional services. Set up in minutes.
14-day free trial, no card needed. Start with customers, pipeline, quotes and jobs today; website intelligence, automation and the AI brief switch on in the same account as they launch.
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