Sales Automation

Convert more consultations, retain more clients, for your Australian firm.

Winning the enquiry is only half the battle. If you don't respond promptly and follow up proposals persistently, considered prospects quietly move to another firm.

What this does for your firm

  • Every enquiry acknowledged promptly, in your firm's tone
  • Proposals and fee estimates followed up automatically
  • EOFY prompts and reviews that keep past clients close
  • One clear view of every enquiry and proposal in play

Enquiries go cold and proposals fall through the cracks

You do the hard work to earn the enquiry, then lose the engagement at the finish line because of a slow reply or a proposal no one followed up.

The solution: automated client nurturing

Automated enquiry capture and multi-channel follow-up sequences make sure every prospect is nurtured and every proposal is followed up until they decide, yes or no.

How the system works

Every enquiry gets a prompt, professional response

The moment a consultation request or web enquiry comes in, the system sends a personalised SMS and email in your firm's tone, so a considered prospect is acknowledged straight away rather than left waiting.

Proposals and quotes are followed up automatically

When a proposal or fee estimate goes unanswered, a timed sequence of professional SMS and email follow-ups goes out over the following days: courteous, on-brand and persistent without being pushy.

Past clients are re-engaged, quiet prospects aren't lost

Prospects who don't proceed straight away, and past clients between engagements, move into a long-term nurture sequence, including timed EOFY prompts, so your firm stays top of mind when they're ready.

  1. Enquiry arrives Consultation request or web enquiry
  2. Prompt response Acknowledged in your firm's tone
  3. Proposal follow-up Timed sequence over the next days
  4. Long-term nurture EOFY prompts and past-client re-engagement
  5. Consultation booked Enquiry becomes an engagement

Built to convert more consultations without more manual work

Automated proposal follow-up

Proposals and fee estimates are followed up at the right intervals via SMS and email, so a decision sits with the client, not in a forgotten inbox.

Prompt enquiry response

The firm that replies first and most professionally usually wins the considered client. The system responds within seconds of a new enquiry, day or night.

Client nurture sequences

Multi-step campaigns that stay in touch with prospects over days and weeks until they're ready to book a consultation.

Past-client re-engagement

Reconnect with clients between engagements. Automated sequences reach out with the right message at the right time, including EOFY and annual-review prompts.

Pipeline visibility

See every enquiry, proposal and follow-up in one place. Know exactly where each opportunity stands without digging through inboxes.

Conversion tracking

See which sequences are converting consultations and where prospects are dropping off, so the approach keeps improving over time.

Industry research

Why fast, persistent follow-up wins the work

Independent research on enquiry response, not our own client results. Speed and persistence are the biggest levers on who wins a considered client.

21×

more likely to qualify an enquiry when you respond within 5 minutes rather than 30.

Source: MIT / InsideSales Lead Response Management Study (Oldroyd, 2007)

more likely to qualify an enquiry by responding within the first hour.

Source: Harvard Business Review, “The Short Life of Online Sales Leads” (2011)

42 hrs

average time businesses take to respond to a web enquiry. Most are far too slow.

Source: Harvard Business Review (2011)

Third-party industry research, shown to illustrate why fast response matters. Figures are not Linkai Digital client results.

Common questions

Common questions about converting and retaining clients

Most firms see faster response times and improved proposal conversion within the first few weeks. Longer-term results, like past-client re-engagement, typically show up over the first couple of months.

No. Every message is written in your firm's voice and tone. Clients regularly reply as if a member of your team had written it, because it reads exactly like your office.

The system is designed to hand off to a real person the moment a conversation needs it. You get notified instantly and can step in from your phone.

We build or connect a CRM as part of the setup. If you're already using a practice management or CRM tool, we integrate directly with it.

No. We don't lock clients in. If it isn't delivering, you can cancel. That said, most firms see value within the first month.

Ready to see what's possible?

Whether you want to start with proposal follow-up or rework how your whole pipeline is nurtured, a practice audit shows you what to fix first for the fastest return.