Every missed call is a lost business valuation client. Every delayed response means they're calling your competitor. Frontdesk AI answers calls 24/7, qualifies leads, schedules consultations, and handles inquiries—all while your team sleeps.
For Business Valuation Services
Incoming Call...
Business Owner
"Hi, I need a business valuation for a potential sale. What's your timeline?"
AI Receptionist
"We typically complete valuations within 2-3 weeks. I can schedule a consultation with our lead appraiser. Does Thursday at 2 PM work?"
✓ Consultation Booked • Thursday 2 PM
You're losing high-value clients every day you miss their call. Business owners reach out during tax season, after hours, and on weekends—and your competitors answer first.
A business owner needs a valuation for a pending sale. They call at 7 PM, get voicemail, and can't wait. By morning, they've booked a consultation with the firm that answered immediately.
Tax season, year-end planning, merger activity—inquiries flood in. While you're on a client call, five more come through. Document requests, consultation scheduling, estate valuations—prospects get sent to voicemail and never call back.
You block two hours for a discovery meeting. They don't show. You send one follow-up email that sits unread. Without systematic follow-up, that $20K engagement walks away to a competitor who stayed in touch.
One AI workforce that handles every touchpoint—from first inquiry to completed valuation
Business owners visit your website at any hour seeking valuations. Frontdesk Chat answers instantly, qualifies prospects, gathers business details, and books consultations—all without human intervention.
Every call is answered instantly—document requests, consultation inquiries, status updates. The AI understands context, creates tasks, schedules follow-ups, and escalates to analysts only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their valuation needs, and books a new meeting—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document request—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every client and engagement.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.
Smart engagement forms that pre-fill from CRM data and guide clients through completion. When forms are submitted, they automatically trigger outbound automation sequences for document collection and engagement workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your valuation practice. Each agent handles different tasks—answering calls, scheduling consultations, managing client requests. They work together 24/7 to capture more appraisal opportunities faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles valuation inquiries, schedules appraisal consultations, and creates follow-up requests automatically.
Qualifies valuation leads, explains appraisal services and pricing, answers questions about methodology and turnaround times instantly. Books consultation calls and captures business info—all through your website chat, 24/7.
Sends personalized consultation confirmations, appraisal status updates, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep business clients engaged.
Pre-fills engagement forms from CRM data. Guides clients through financial information and document requirements. Triggers automation workflows when submitted.
Automatically reaches out to prospects at the right time. Makes outbound calls to missed consultations, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost opportunities and keep prospects engaged.
Handles two-way SMS conversations with business clients and prospects. Sends consultation confirmations, report delivery notifications, and answers questions about valuation services via text—98% open rate.
Lets website visitors speak directly to your website about valuation services. Click, talk, get answers about pricing, methodology, and turnaround times—no typing required. Perfect for mobile users researching appraisal needs.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed client and prospect data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by engagement type, valuation project, and client status.
Clients don't submit requests—they just call or text. Your AI recognizes document needs (missing financials, additional info, rush requests), creates task tickets, triages by priority, and notifies the right team members automatically.
Watches every conversation and alerts you when it matters. If a client was frustrated, if urgent documents were requested, if a high-value consultation was booked—you know instantly.
Follow one prospect from phone call to signed engagement—see how every system works together
Alex calls at 2 AM. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, valuation service needed, sale purpose, 6-month timeline. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Thursday at 2 PM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Wednesday. No one had to remember to send it.
Thursday afternoon, Alex is stuck in back-to-back meetings. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her valuation needs, her sale timeline. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished her last meeting of the day. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Thursday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She loves your approach and wants to move forward. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: post-meeting follow-up emails get queued, the engagement letter is ready to send, and onboarding workflows begin. All happening automatically—you're just consulting with the client.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a client intake form from Frontdesk Forms—already filled with her company name, email, and the service discussed. The AI guides her through financial document uploads and business details right on her phone. When she submits it, you're immediately notified. The engagement process begins automatically—all without you lifting a finger.
Alex is at her office, thinking about the valuation. She has a question about the timeline for the report. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and intake form, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all her questions answered, Alex signs the engagement letter. The system automatically sends welcome emails, project kickoff instructions, and document submission guides. Alex is officially your client.
Alex is working late. She has questions: "What other documents do you need?" "What's the next milestone?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex received the draft valuation report. It's 5:45 PM on a Monday. She has a question about the methodology. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the question, and provides clear guidance about the valuation approach. Alex doesn't have to wait for business hours or schedule a call. She just asks the question, and it's handled.
The final valuation report is ready. Alex gets notified automatically—email, text, or both, your choice. The system sends project updates, milestone notifications, document delivery alerts, and follow-up scheduling. Clients stay informed without you sending individual messages. Everything happens automatically.
Three months later, Alex refers a colleague. She had an exceptional experience—every question was answered instantly, the process was smooth from start to finish, and she felt supported throughout the entire engagement. The same AI that helped her find your firm kept her informed and satisfied as a client. That's the full journey: prospect to client to advocate.
Everything you need to know about using Frontdesk for your valuation practice
Yes. The AI answers calls 24/7, qualifies business owners, gathers preliminary information about their valuation needs, and books consultations—all while your team focuses on analysis. No more missed opportunities from potential clients calling after hours.
The AI automatically sends secure document requests, follows up with clients on missing financials, and confirms receipt of tax returns, balance sheets, and P&L statements. Urgent document needs can be escalated immediately to your team.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments and keeping your billable hours maximized.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed. It even blocks time for complex multi-session engagements.
After consultations, clients automatically receive an engagement letter that's pre-filled with their business information from the CRM. The AI answers common questions about scope, timeline, and deliverables. When signed, you're notified immediately to begin the valuation.
Yes. Frontdesk integrates with most CRMs and practice management systems including Salesforce, HubSpot, and specialized valuation software. All data syncs automatically—client inquiries, consultations, engagement letters, and document requests.
Absolutely. The AI knows all your valuators' specializations, availability, and service offerings. It can route calls based on industry expertise (manufacturing, SaaS, healthcare practices), handle multi-office inquiries, and manage scheduling across multiple locations simultaneously.
The AI handles rush valuation requests 24/7, identifies litigation and divorce cases requiring expert testimony, and can immediately escalate to your senior valuators. For court deadlines, it prioritizes scheduling and notifies your team of critical timelines.
Pricing is based on your practice size and call volume. Most firms see ROI within the first month from reduced no-shows and increased engagement conversions. Contact us for a custom quote tailored to your valuation practice.
Stop missing valuation inquiries after hours. Start booking consultations while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."