Offer clarity on demand
Upload decks, one-pagers, and case studies. Prospects understand deliverables before the discovery call.
Genie Card
Consulting
Turn expertise into a always-on front door
You sell expertise, not hourly voicemail tag. Genie Card answers methodology questions from your case studies and surfaces only the opportunities worth your calendar.
The problem
Pipeline gaps between conferences
Thought leadership brings inbound interest — but follow-up slips when you are delivering for clients.
- LinkedIn DMs and event leads with no structured qualification
- Repeating the same explainer about services and engagement models
- No single place to see who is serious vs browsing
Organize
Organize inbound between deliveries
Explain your offer from case studies, screen fit and budget, and keep only serious opportunities on your calendar.
Fit & budget screening
The agent asks company size, timeline, and problem statement — you review scored leads in CRM.
Structured follow-through
When a lead is ready, set next steps with your agent — proposal prep, discovery scheduling, or document collection — and let it run the plan with the prospect on your card.
Grow
Grow pipeline without living in your inbox
Conference and LinkedIn interest becomes structured leads you can act on after client work.
- Qualify budget and timeline before discovery
- Keep methodology answers consistent across channels
- See who is serious versus browsing in one CRM
Sample conversation
What an executive might ask
Hi — I represent Alex's advisory practice. What outcome are you trying to drive this quarter?
We need help standing up a RevOps function before our Series B.
That fits our growth advisory track. May I capture your email and suggest two discovery slots?
Get started
Turn expertise into a always-on front door
One card for your personal brand — or separate cards per practice area for your firm.