Beagle for Service Providers
Beagle dramatically increases sales conversions.
Your Beagle meets every contact first. It gathers their context, answers their questions, and provides you a customized guide to your initial client meeting. You show up to a focused conversation, not a fact-finding mission.
01 · A better first impression
Beagle Revolutionizes the Pre-Meeting Process
Replace the boring “fill it out” questionnaire with a useful, adaptive conversation that answers questions while it learns what matters to your buyer.
Intake form
Please fill it out
What is your project?
Where is your house located?
How old is your house?
Will plumbing renovations be needed?
Your Beagle
A real conversation
What kind of project do you have in mind?
I'm looking for help remodeling our kitchen. Do you do kitchen renovations in Glenview?
Absolutely. We handle amazing kitchen renovations throughout the North Shore. How large is your kitchen?
About 500 square feet. It's an older home, so I'd love to hear about your experience with early 20th-century homes.
02 · Prepare
Know Your Buyer's Goals and Preferences Before You Meet
Beagle asks thoughtful questions to determine your buyer's key priorities and metrics, so you can plan and tailor your pitch ahead of the first meeting.
Cyber insurance inquiry
Your Beagle is learning what matters
Our firm recently had a cyber breach and we didn't have any insurance. We need coverage in place as soon as possible. How quickly can your firm place it?
BPrimarily interested in acquiring cyber insurance.
Recently had a cyber breach without applicable coverage and likely suffered a financial loss.
Quickly binding cyber insurance coverage is a critical priority.
03 · Stand out
Educate Your Buyer Prior to the First Meeting and Spend More Time Standing Out
Your Beagle answers many common customer questions ahead of your first meeting so you can focus on your competitive advantage.
Plan your Italy trip
Questions answered before your meeting
Which part of Italy are you hoping to visit?
Florence. Does your team plan trips there?
MYes, absolutely! We've planned luxury trips all over Italy, Florence included. What matters most to you on a trip?
My wife and I love local restaurants. Have you worked with vegetarians before?
MOften. We have relationships with local Florence restaurants tourists rarely find, and our planners handle all kinds of dietary preferences.
04 · Align
Automatically Create a First Meeting Agenda as Part of the Onboarding Process
Beagle generates a first meeting agenda based on the customer's conversation with your Beagle.
First meeting agenda
Generated from the conversation in the room
Topics detected
Agenda item 1
Discuss the process for annual tax return preparation
Agenda item 2
Evaluate whether the company can use research and development tax credits
Agenda item 3
Clarify how the accounting firm works with law firms on LLC-to-corporation conversions
Their needs.
Your expertise.
A first call you win.
Set up in minutes. Your Beagle is ready to fetch. 🐾