Boafo Agent
AI for professional services

AI Employee for Professional Services Firms

Capture new client enquiries 24/7, qualify them against your ideal-client criteria, and book discovery calls straight into the partner's diary.

What's getting in the way today

  • Partners get pulled into early-stage tyre-kicker calls.
  • Form-fill enquiries are vague and slow to follow up.
  • New business leaks because junior staff can't qualify quickly.
  • Discovery calls are scheduled over email back-and-forth.

How a Boafo AI Employee solves it

Your AI Employee qualifies prospects against your client criteria, summarises their need, and books a discovery call only when it's worth your time.

Example conversation

Visitor:We're a SaaS company looking for fractional CFO help.
AI:Got it. Roughly how large is the team and what's your monthly revenue range? It helps me make sure we're a fit.
Visitor:18 people, ~£120k MRR.
AI:Perfect, we work with exactly that profile. I'll book a 20-min discovery call with one of the partners. Best email?

Where the ROI shows up

Partner time
Protected
Lead quality
Pre-qualified
Booking
Auto-calendar

Frequently asked questions

Will it give legal/financial advice?

No, it's explicitly trained not to. It captures and qualifies.

Can we set ideal-client criteria?

Yes, we build those into the conversation during onboarding.

Does it integrate with our CRM?

Yes, via Google Sheets, email, or a direct webhook to your CRM.

Ready to see your AI Employee?

20-minute walkthrough trained on your business before the call.