Raptor AI for Professional Services
Your Next Client Calls While You Are With This One
Accountants, insurance agents, consultants, and tax preparers lose new clients to slow response, especially in season. An AI layer answers, screens, and books while you do the billable work.
TL;DR
- •New clients call two or three firms and sign with the one that answers first.
- •A bilingual AI intake line answers 24/7, screens for fit, and books the consultation into your calendar.
- •When someone asks ChatGPT for an accountant or advisor nearby, we make sure your firm is the one named.
What Costs Firms Clients Today
- Calls during client meetings and after hours go to voicemail, and prospects with a deadline just dial the next firm.
- Tax season and renewal season bury the phone exactly when the most new business is calling.
- Bilingual prospects hit a language wall on first contact and quietly take their business to whoever speaks theirs.
- People now ask AI assistants who to trust with their books, coverage, or filings, and most small firms are absent from the answer.
What We Do About It
Answers, screens, books, EN/ES
A voice agent configured to your services: it answers every call in English or Spanish, runs your screening questions, captures the document list or renewal details you need, and books qualified consultations into your calendar. Full transcripts, nothing improvised.
AEO for advisory firms
"Do I need an accountant for this" is now an AI conversation before it is a referral call. We build the authority, credentials, and structured pages that make AI assistants name your firm for your services and your city.
Fast, bilingual, credential-forward
Clear service pages, credentials, reviews, and an intake form that gets answered, in both languages your market speaks. Built to convert a cautious prospect comparing three firms into a booked consultation.
How an Engagement Works
30 minutes
A short call
You describe the business. We tell you honestly whether we can move the needle, and where. No pitch deck.
Fixed quote
Paid discovery
A small scoped engagement that maps your situation and ends in a quote with dates on it.
Weeks, not quarters
Build and measure
We ship, then prove it moved: visibility, citations, calls answered. Logged the same way we log our own results.
We Are Our Own Case Study
We apply our own AI methodology to our own business, in public. Every experiment, every result, every miss, so you can judge the work before you hire us.
~40%
fewer production defects on releases tested by our QA engineer
1,346 → 1,092
CRM records audited and cleaned in a real migration, then re-audited
95%
ISTQB certification exam score of the QA lead who tests every build
If a video brought you here, this page is the longer version. If not, the offer stands either way: a short call, real answers about your specific situation, no pitch deck.
Book a 30-Minute CallEvery engagement is scoped to your business and starts with a deposit or retainer. Focused work beats free advice that goes nowhere.