Genie Card

Consulting

Your expertise, with Genie always on

Genie represents you on the card and works in Desk so inquiries, proposals, and follow-ups stay moving — secure workspace, 24/7.

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

Your Genie

Card front door, Desk back office

Visitors meet Genie on your card; your workspace captures every thread into actionable next steps.

Offer clarity on demand

Upload decks, one-pagers, and case studies. Prospects understand deliverables before the discovery call.

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.

Always on

Never miss a serious inquiry

Always-on Genie qualifies interest while Desk keeps your pipeline and tasks current.

  1. Qualify budget and timeline before discovery
  2. Keep methodology answers consistent across channels
  3. 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.