Advisory · intake · first inquiries

You’re in a meeting.
Your next client is calling.

AgenX Voice explains what your firm does, how to get started, and what to prepare, and says so when it doesn’t know. Fees and advice stay with you.

Hear it Send a website

The call comes in.

Wed · 2:10 PMReception, the team is in a meeting

Northline Advisory

0:00Caller
Our team is growing quickly. Do you help with business operations?
0:06Voice
Yes. Northline helps growing teams organize their operations, clarify responsibilities, and improve everyday processes.
from Services
0:13Caller
Roughly what would a project like ours cost?
0:18Voice
I won’t guess at fees — the team scopes every project first. Want me to text you a link to our Get started form?
Won’t quote fees · your team scopes it first
0:29Caller
Please do.
0:31Text · after the call
Northline Advisory: here’s our Get started form. Include what your business does, the challenge, and your timing.
0:31
Link texted after the caller said yes.

Illustrated exchange · Northline Advisory is fictional

The moment, and what it does today.

The team is in a meeting when a prospect calls.
It explains your services and who you work with.
A caller asks what a project would cost.
It doesn’t quote. It explains your published first-contact steps.
Someone asks for advice on their situation.
It leaves individual advice to your professionals.
A prospect wants to set up a meeting.
It offers the open times on your calendar and books the meeting they pick.

Prospects ask the same ten.
Here’s where each answer comes from.

“Is anyone in the office today?”from Office hours
“Do you work with teams our size?”from Who we serve
“Do you help with operations?”from Services
“What would a project cost?” Your team scopes it first
“How soon could we start?”from Getting started
“What should we prepare for a first meeting?”from First-meeting guide
“How do we reach the team about a project?”from Contact
“Is what we share kept private?”from Privacy
“Do you work with nonprofits?”Not on your pages, so it says so
“Can I talk to someone?” Your published contact path

Illustrative caller questions, not customer testimonials.

It opens the conversation.
Your people give the advice.

On the call

Explains your services and specialties
Walks prospects through your first step
Gives your published contact path
Texts a link the caller asks for after the call, on lines set up for it

Left to your team

Individualized legal or financial advice
Quoting an engagement
Client files and ongoing matters

Start with what you publish.

Public service and specialty pages
Office information and team contact paths
General FAQs and your new-inquiry process

Answers from the knowledge you approve. Says so when it doesn’t know.

Same AgenX Voice on the phone and in the browser.

Booking, live transfer and CRM updates aren’t live yet, and we label them that way.

The first demo answers general business questions. It does not access client files, provide individualized legal or financial advice, quote an engagement, or schedule a meeting.

A pilot adds the private knowledge you approve: your documentation, operating procedures, policies and scripts.

Questions from professional services.

Can it give advice on my situation?

No. It answers general questions from your published pages. Individualized legal or financial advice stays with your professionals.

Can it quote an engagement?

No. It explains your published services and the right starting point for a new inquiry; fees are your conversation.

Can it schedule a meeting?

Yes. It offers the open times on your calendar and books the meeting the caller picks, and it can move or cancel it later. It works with Google Calendar today.

What if a client calls with something urgent?

It shares the urgent contact path your firm publishes and doesn’t give advice. Your team handles the matter.