BOB for agencies & consultants

An inbound inquiry that sits for a day is a prospect who has already messaged three other agencies. BOB qualifies the inquiry, books the discovery call, and logs it, the moment it comes in.

Start with inquiry qualification: BOB asks what they need, their budget range, and timeline, before offering a call, so only real prospects land on your calendar.

1. Open Chat with Bob: “When someone inquires about our services, ask what they need help with, their budget, and timeline. If it’s a fit, offer a discovery call.” See Qualify leads before a call.
2. Upload your services, case studies, and pricing tiers to the Knowledge base in Teach Bob.
3. Connect your CRM so every inquiry is logged, see Sync new leads to your CRM.

• Book meetings from WhatsApp for the discovery call itself.
• Get a weekly report automatically on new inquiries and pipeline movement.
• If you set up BOB for multiple clients, see the Partner & agency guide.

• Set up BOB
• Partner & agency guide