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Professional Services

Professional client management on autopilot

Stop losing billable hours to admin work. An AI liaison handles intake, scheduling, and follow-ups so you can focus on delivering results.

Open WorkspaceStart Liaison Agent

No credit card required · Deploy in under 5 minutes

50%
Less time on scheduling
2x
Faster proposal follow-up
8hrs
Saved per week on admin

Real scenarios

Sound familiar?

Here's what changes when the busywork gets handled for you.

Prospect emails on Friday, hears back on Tuesday

The problem

A VP at a mid-market company emails your consulting firm on Friday afternoon about a strategy engagement. You're in back-to-back client meetings. Monday is packed. You finally reply Tuesday. They've already taken a call with your competitor.

Slow replies lose high-value prospects

With Mixr

Your Mixr AI agent responds within minutes, acknowledges the inquiry, asks a few qualifying questions about their needs and timeline, and offers to book a discovery call. By Tuesday, the prospect is already on your calendar — not your competitor's.

Prospects engaged instantly, calls booked fast

Scheduling across 4 time zones for a kickoff call

The problem

You need to coordinate a kickoff meeting between your team in New York, a client in London, and a subject matter expert in Singapore. The email chain is 15 messages deep and you still don't have a time.

15-email chains to schedule one meeting

With Mixr

Your AI agent checks availability across all parties, suggests 3 options that work for everyone, and books the meeting with one confirmation. No email ping-pong. No timezone math.

Meetings booked in one round

Without automation

  • New client onboarding is manual and inconsistent
  • Scheduling across time zones is a headache
  • Follow-up on proposals and engagements slips

With Mixr

  • Standardized intake captures the right information every time
  • AI handles scheduling complexity across calendars and time zones
  • Automated follow-ups keep proposals and engagements on track

See how it works for your business

Deploy in minutes, or talk to our team for a custom setup.

Open WorkspaceStart Agent
Book a Free Consult

Revenue

Capture & close more leads

Stop losing jobs between the first inquiry and a booked appointment.

Consultant says "my clients expect a personal touch"

Problem

You're pitching a boutique management consultant. She says "My clients are C-suite. I can't have a bot talking to them." But she spends 6 hours a week on scheduling and follow-up emails she writes from scratch each time.

With Mixr

Show her the AI writing in her tone — polished, executive-level, concise. Demo it handling a scheduling request the way her EA would, but faster. She realizes it's not replacing the personal touch — it's giving her more time for it.

Thinks automation feels impersonal→Sees AI that matches her professional standards

Accounting firm worried about confidentiality

Problem

A CPA firm with 50 clients wants to streamline intake but worries about sensitive financial information. "We can't have client data floating around in some AI system."

With Mixr

Walk through the security model: the AI collects general intake info (engagement type, timeline, company size) but never handles confidential financials. Sensitive details stay in their secure systems. The AI is a front door, not a file cabinet.

Security concerns block adoption→Sees AI as a secure intake layer

Growth

Reviews & repeat business

Turn happy customers into referrals without chasing them yourself.

Reactivating clients who haven't engaged in 6 months

Problem

You have 40 past clients who haven't engaged you in over 6 months. Some would re-engage if prompted, but reaching out one by one feels like cold calling your own clients.

With Mixr

Your AI agent sends a tailored check-in: "It's been a while since our Q3 strategy review. A lot has changed in your industry — would a quick catch-up call be useful?" Natural, value-first outreach that doesn't feel salesy.

Past clients forgotten, revenue left on table→Dormant clients re-engaged with a personal touch

Building thought leadership from client interactions

Problem

You give great advice in client calls that could be turned into blog posts, LinkedIn content, and newsletters. But you never have time to write it up. Your website blog hasn't been updated in 9 months.

With Mixr

Your AI agent captures key themes from your client conversations and generates content drafts: "5 Tax Mistakes Growing Companies Make" or "When to Hire a Fractional CFO." You review and publish. Thought leadership without the time sink.

Great insights trapped in client calls→Client wisdom becomes published content

What gets handled

The problems Mixr takes off your plate

Client Intake

Capture engagement details and qualify leads before the first meeting.

Smart Scheduling

Coordinate across calendars and time zones without the email chains.

Engagement Tracking

Automated follow-ups keep proposals moving and clients informed.

Works with your stack

Google Calendar
Coordinate availability across team members and clients
Gmail
Send professional follow-ups, agendas, and meeting recaps
Slack
Get notified about new inquiries and proposal responses
Zoom
Generate meeting links for discovery calls and client sessions
HubSpot
Track leads and engagement status through your pipeline

How it works

Deploy in 3 steps

1

Click Get Started

Answer a few questions about your business — we handle the setup.

2

Connect your tools

Link calendar, email, and other apps via OAuth in Settings.

3

Go live

Mixr starts handling the workflows you configured — 24/7.

Ready to fix what's slowing down your professional services business?

Join businesses using Mixr to capture more leads, save admin hours, and deliver better service.

Open WorkspaceStart Liaison Agent
Book a Free Consult

No credit card required · 15-minute strategy call

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