Consultant AI Receptionist
Planned — not yet availableRingMind Consultant Receptionist Brain · on the roadmap
For independent consultants and small advisory firms who sell through discovery calls. It is planned to screen enquiries for fit and book calls with serious prospects.
Available to use today
General Business AI Receptionist
Start from the General Business Receptionist, add your services and qualifying questions to its instructions, connect your calendar for discovery calls, and add yourself to the transfer list for current clients.
What it's planned to handle
Books discovery calls for consultants.
- Explains what you help with and who your typical clients are.
- Asks your qualifying questions, such as company size, problem and timeline.
- Books discovery calls into your calendar for prospects who fit.
- Takes messages from current clients and refers poor-fit enquiries politely.
What you'd fill in
- A plain description of your services and ideal clients
- Your qualifying questions
- Discovery call length and available times
- How to respond to enquiries you don't take on
Questions it's meant for
How assistants are released
Each RingMind assistant ships with its own instructions, safety rules and a test suite, and is offered only once every test passes. Join early access to hear when this one is ready.
Tools it would work with
Selling through discovery calls
Independent consultants and small advisory firms win work through conversations, but not every enquiry is a fit. Time spent on calls with prospects who are too small, too early or outside your focus is time not spent with clients. Current clients also need to reach you without wading through enquiries.
How the planned Consultant Receptionist is meant to work
The Consultant Receptionist is planned and not yet available. It is being designed to explain what you help with and who your typical clients are, ask your qualifying questions such as company size, problem and timeline, book discovery calls for prospects who fit, take messages from current clients, and refer poor-fit enquiries politely.
Use RingMind for this today
Start from the General Business Receptionist:
- Business details: describe your services and ideal clients in plain words in Main services or products, plus your website.
- Additional instructions: list your qualifying questions, what makes a good fit, and how to answer enquiries you don't take on, such as pointing them to a resource or a peer you name.
- Knowledge Base: add approved FAQs about what working with you looks like and how engagements start. You can import a page of your website and approve the sections you want. See the Knowledge Base guide.
- Connected tools: connect Calendly or Google Calendar for discovery calls, and HubSpot or Pipedrive to capture leads.
- Transfer list: add yourself for current clients, then turn on Transfer calls in Tools.
Whether hiring a receptionist makes sense is a fair question; see AI receptionist vs hiring a receptionist. To hear when the dedicated assistant is ready, join early access.
Consultant AI Receptionist: questions
Is it available now?
Not yet. The Consultant Receptionist is planned. Today you can use the General Business Receptionist with your qualifying questions, and join early access for the dedicated version.
Can it decide who is a good fit?
It asks your qualifying questions and follows the fit criteria in your instructions. Its answers are recorded so you can make the final call.
Will it discuss my fees?
Only if you've put them in your details or approved knowledge. Otherwise it explains that fees are discussed on the discovery call.
Can current clients reach me directly?
Yes. Add yourself to the transfer list and describe in instructions when current clients should be put through.