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Professional services

Win clients and onboard them without the admin

XGROW builds CRM and automation for Australian professional services firms — consultants, agencies, accountants, law firms, coaches and real estate agents. Leads are nurtured through longer decision cycles, proposals are followed up, onboarding runs itself and AI drafts the routine writing, so your experts spend their time on billable work.

  • Consultants
  • Accountants & bookkeepers
  • Law firms
  • Agencies
  • Real estate
Get my free growth plan Call 0489 270 600
  • ★★★★★5.0 on Google
  • 1,000+ automations built
  • Australia-wide
Free growth planStep 1 of 4
What do you need help with?Pick all that apply.
What kind of business do you run?So we can show you what works in your industry.
How many staff members?Including you.

Where should we send your plan?

We’ll call to book your free 1-hour strategy session.

Free and no obligation. We usually call within one business day (Mon–Fri, 9am–5:30pm AEST). We never share your details — privacy policy.

Sound familiar?

The problems we solve

“Leads need several touchpoints over weeks, and follow-up slips when you're busy delivering.”

“Proposals are sent and then go silent.”

“Onboarding means chasing documents, signatures and payments by email.”

“Hours disappear into writing emails, summaries and reports.”

What we automate

The automations that pay for themselves

The system we build for professional services — each part connected to one CRM.

Long-cycle lead nurturing

Helpful, personal touchpoints until a prospect is ready to talk.

Proposal follow-up

Automatic, polite nudges after a proposal is sent.

Client onboarding

Welcome sequences, document requests, e-signatures and payments automated.

Appointment scheduling

Online booking with reminders for consultations and reviews.

AI writing assistants

Meeting summaries, email drafts and reports prepared for your approval.

Referral & review requests

Asked at the right moment in every client relationship.

How it plays out

One enquiry, start to finish

An example of how an enquiry moves through an XGROW system — with nobody chasing it manually.

  1. Monday

    A prospect downloads a guide from your website.

  2. Monday

    They receive it instantly, with a personal note and a booking link.

  3. Following weeks

    Helpful emails keep you front of mind; a hot-lead alert fires when they re-engage.

  4. Consultation

    Booked online; your AI assistant prepares a brief from their details.

  5. Signed

    Onboarding sequence collects documents, signature and first payment.

Recommended services

Where most businesses start

CRM Implementation

Every lead, quote and job in one place — set up, migrated and trained for you.

Learn more

AI Lead Nurturing

Instant replies, smart qualification and follow-up that never gives up.

Learn more

Workflow Automation

Map, streamline and automate the manual tasks that eat your week.

Learn more
FAQ

Common questions

Ask anything else on your free strategy call.

What is the best way to follow up professional services leads?

Consistently and helpfully over the whole decision cycle: an immediate personal response, useful content, timely check-ins and an easy way to book. A CRM with automated sequences makes that reliable.

Can client onboarding be automated?

Yes. Welcome emails, document collection, e-signatures, payments and kickoff scheduling can all run automatically once a client signs.

Do you work with real estate agents?

Yes. Real estate teams use the same system to nurture buyer and seller leads, schedule inspections and keep past clients engaged.

Start with one automation.

Book a free one-hour strategy call. We’ll map where leads and hours are slipping away and show you the automation with the fastest payback — whether or not you work with us.

Get my free growth plan Call 0489 270 600

Prefer to message? WhatsApp us or email info@xgrow.com.au