Consulting Template

AI Receptionist for
Consultants

You're in a client meeting. A potential $50K project inquiry goes to your personal voicemail greeting. Not exactly the professional impression you want. An AI receptionist gives you a polished phone presence, qualifies leads, and schedules consultations.

Why Consultants Lose Opportunities Every Day

Your highest-value activity is client work. But while you're delivering, new project inquiries are landing in a voicemail that doesn't match the quality of your work.

In Client Meetings All Day

Your highest-value activity is face time with clients, but that means you can't take new calls. Every meeting costs you a potential new project if someone calls during it.

Voicemail Is Unprofessional

Your personal voicemail greeting doesn't match the caliber of your consulting work. A generic "leave a message" recording undermines trust before the conversation even starts.

Project Inquiries Need Quick Response

Companies evaluating consultants often go with whoever responds first. A slow response signals poor responsiveness — exactly the quality concern that kills consulting deals.

Go Live in 3 Steps

No code required. No IT department. No long onboarding calls.

1

Choose the Consulting Template

Pre-configured with Consultations, Project Inquiries, and Scheduling departments. Your agent handles every type of consulting inquiry from day one.

2

Customize Your Setup

Enter your name or firm name, areas of expertise, and contact info for lead alerts. The professional tone template is already configured — just personalize the details.

3

Forward Your Phone & Go Live

Forward unanswered calls to your EWT number. You get a polished phone presence and qualified lead alerts while you're in meetings delivering your best work.

Built for Consultants

Every feature in the consulting template is tailored to how independent consultants and freelancers actually work.

Professional Phone Presence

Polished, branded greeting for solo consultants and freelancers. Callers hear a professional receptionist — not a generic voicemail — from the very first word.

Project Inquiry Intake

Collects company name, project scope, timeline, budget range, and key decision makers. Every inquiry arrives fully detailed so you can evaluate fit instantly.

Lead Qualification

Asks about urgency, budget range, project fit, and how they found you. You talk only to prospects who match your focus — no time wasted on bad-fit inquiries.

Consultation Scheduling

Books discovery calls with preferred date and time, virtual vs in-person preferences, and timezone handling. Meetings land on your calendar correctly configured.

After-Hours Coverage

Captures project inquiries 24/7 with a professional tone. International prospects and after-hours inquirers get the same polished experience as daytime callers.

SMS Lead Alerts

Instant notification with full prospect details the moment someone hangs up. Follow up from a break between meetings while the inquiry is still fresh.

What Your AI Receptionist Looks Like

Three departments, one agent. Here's what the consulting template includes out of the box.

Consulting Receptionist — Template
Professional tone
Consultations
Discovery call booking, preferences, timezone
Project Inquiries
Scope intake, budget, timeline, lead qualification
Scheduling
Calendar booking, virtual vs in-person, rescheduling
Sample greeting: "Thank you for calling [Your Name/Firm]. This is our AI receptionist. How may I help you today?"

Project a Professional Presence — Answer Every Inquiry

Free plan available. No per-minute fees. No long-term contracts. Use the consulting template and be live in under 10 minutes.

Common Questions

Does it work for solo consultants?
Yes, the consulting template gives you a professional phone presence without hiring a receptionist — polished, branded, and available 24/7.
Can it qualify project leads?
Yes, the project inquiry intake collects company name, project scope, timeline, budget range, and how they found you so you can evaluate fit before spending time on a call.
Does it handle scheduling?
Yes, the scheduling department books discovery calls with timezone handling and captures virtual vs in-person preferences so every meeting is set up correctly.
Is the tone professional enough for B2B?
Yes, the consulting template uses a professional tone — callers hear a polished, branded receptionist. Most callers won't know they're talking to AI.
How much does EWT Voice Agent cost for a consultant?
EWT Voice Agent offers a free plan with no per-minute fees. Paid plans start at $19/month and include a bundle of included minutes, unlimited agent configurations, SMS, and access to the consulting template. There are no setup fees and no long-term contracts. You can start free and upgrade when you need more call volume.