Professional Services Client Coordinator
Books discovery calls and consultations with consultants, accountants, lawyers, and other specialists.
What this agent does
This agent handles the scheduling work of a client coordinator at a professional services firm. It asks what the client wants to discuss so they're booked with the right specialist, whether they'd prefer an office visit, call, or video meeting, and offers slots from the firm's availability. Consultation fees are shared only if the firm has listed them.
It's for law firms, CA firms, business consultants, therapists and counsellors, architects, and other specialists who work by appointment.
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