Book more qualified adviser appointments. Without chasing leads.
Your 24/7 automated appointment-setting team responds to enquiries in seconds, qualifies prospective clients against your agreed criteria and books appointments directly into your advisers’ calendars. We handle the response, follow-up and booking so your team can focus on advice and client relationships.
15-minute demo. We’ll show a live example and how it fits your enquiry flow.
Enquiry handling, agreed qualification, follow-up and appointment booking. Automated conversations do not give investment, pension or tax advice, recommend products or assess suitability. Advice and recommendations remain with your authorised adviser team.
Your advisers need qualified appointments, not more lead chasing.
Prospective clients may enquire while your team is delivering advice or outside normal office hours. A slow response, incomplete intake or inconsistent follow-up can prevent an appropriate enquiry from becoming an initial adviser meeting.
New enquiries wait while advisers and administrators are with existing clients.
Different planning interests need the right introductory questions and adviser routing.
Teams repeat basic service-fit and availability questions manually.
Prospects who do not answer an initial call can disappear from follow-up.
New-client enquiries and existing-client service requests become mixed together.
Missing reminders or joining details create friction before the first meeting.
Your 24/7 appointment-setting team. Built to turn enquiries into appointments.
Galaxy handles the journey from first response to qualified, booked appointment. Your team stays focused on consultations, sales and delivery while repetitive enquiry handling runs automatically.
We combine your qualification criteria with structured follow-up and live calendar booking. Enquiries receive a consistent response across the agreed channels, including evenings and weekends.
Before launch, we agree the wording, questions, routing and handover rules with your team. The service works around your actual appointment capacity and the connections supported by your CRM and calendar.
When an enquiry needs technical expertise, advice or a judgement outside the approved flow, it reaches a person rather than receiving an invented answer.
What the service handles. So your team doesn’t have to.
24/7 enquiry response through SMS, WhatsApp, email and web chat as agreed.
Broad planning interests and reason for enquiry captured.
New-prospect and existing-client requests separated.
Approved service-fit, readiness and introductory qualification questions.
Location, contact preference and preferred meeting format recorded.
Qualified appointments offered from connected adviser availability.
Routing by adviser team, service area or agreed specialism.
Confirmations, joining details and appointment reminders.
Structured follow-up for unbooked prospects under agreed contact permissions.
Supported CRM updates so the enquiry and appointment history remain visible.
Requests for advice, product recommendations or suitability judgements passed to your authorised team.
Sensitive documents and detailed financial information kept within your approved secure processes.
Channels, integrations, enquiry volume and routing are confirmed in your written scope.
Manual follow-up vs automated appointment setting.
Manual follow-up
Limited by staff availability and office hours.
Response times vary with meetings and workload.
The same intake and booking questions are repeated manually.
Unbooked enquiries can lose their next action.
Reminders and CRM updates depend on available time.
Your automated appointment-setting team
24/7 response through the channels in your agreed scope.
Consistent qualification using your approved questions.
Suitable appointments offered from connected availability.
Structured follow-up and reminders built into the journey.
Enquiry and booking status recorded in supported systems.
What changes when follow-up runs automatically.
More qualified introductory meetings
Suitable prospects get a consistent route from enquiry to adviser appointment.
Less time chasing
Routine follow-up and scheduling continue while your team handles advice work.
Better use of adviser time
Approved intake questions help your team prepare and identify service fit.
Clearer customer journeys
New enquiries and existing-client requests reach the appropriate team.
Better attendance
Confirmations and reminders make the agreed time and next step clear.
Measurable follow-up
Response, booking and attendance can be reviewed instead of relying on an unstructured inbox.
Results depend on enquiry quality, available capacity and your team’s follow-through. No fixed conversion or revenue outcome is promised.
Is this right for your business?
A strong fit when you have:
IFA firms already generating relevant new-client enquiries.
Adviser teams with capacity for additional introductory appointments.
Firms that can define approved intake and service-fit questions.
Businesses willing to connect suitable calendars and review their communication rules.
Consider a different next step when:
Firms expecting automated investment, pension, transfer or tax advice.
Teams without spare appointment capacity or sufficient suitable enquiries.
Businesses unable to approve data-handling and human-escalation arrangements.
Firms expecting guaranteed assets under management, revenue or client acceptance.
Discovery checks the practical and commercial fit: enquiry volume, appointment capacity, integration requirements and how much manual work the service can realistically remove.
Four steps. Then it runs itself.
We connect the appointment-setting team to your enquiry process and agree how performance will be reviewed.
01
Discovery & Design
We map your current enquiry flow, qualification criteria and booking process. Then we design a system that mirrors how your best salesperson would handle each lead.
02
Build & Integrate
We configure the system to work with your CRM, calendar and communication channels, with enquiry and booking information kept in sync.
03
Test & Launch
We test response tone, qualification logic, booking, reminders and handover with your team before launch.
04
Optimise & Scale
We monitor performance weekly and refine messaging, qualification questions and booking prompts based on real conversion data.
What we need to get started
Your enquiry sources and typical volumes.
Qualification questions, service areas and contact rules.
Appointment types, team availability and routing.
Appropriate CRM/calendar access and an escalation contact.
What we measure
First-response time and enquiry handling status.
Suitable enquiries progressing to a booked appointment.
Attendance, cancellations and rescheduling.
Later client or project outcomes where your records support it.
PLAN YOUR INVESTMENT
A starting point. A proposal built for you.
Monthly starting prices for our automated appointment-setting service. Prices exclude VAT unless stated otherwise. Setup fees, channel usage, enquiry limits and integration scope are confirmed in your written proposal.
Starter
From £997/month
A focused booking flow for a smaller team.
Automated enquiry response through agreed channels
Structured intake and your core qualification questions
Direct calendar booking with agreed availability
Appointment confirmations and reminders
Core CRM or calendar connection, as scoped
Enquiry allowance and usage charges confirmed in your proposal
Starting prices are indicative and subject to confirmation. Scope and provider charges vary; no performance outcome is guaranteed.
Frequently asked questions
Does the service provide financial advice?+
No. It handles enquiry response, approved qualification, follow-up and appointment booking. Advice, suitability assessments and regulated recommendations remain with your authorised advisers.
Can you qualify against our firm’s criteria?+
Yes. We use the introductory questions and service-fit rules your firm approves. They support routing and preparation; they do not replace regulated assessments.
Can existing-client enquiries be separated?+
Yes. Existing-client service requests can be routed to your team while new prospects follow the agreed introductory appointment flow.
Can we book video, phone and in-person meetings?+
These can be configured where supported by your calendar setup. We agree appointment lengths, locations, joining details and adviser availability before launch.
What information is collected?+
Only the initial information agreed for the workflow. Sensitive financial documents and detailed advice information can remain in your firm’s existing secure process.
What happens to prospects who are not ready?+
The service can follow up under your agreed timing, channels and permissions. A prospect can request a person or stop further messages.
How is performance measured?+
We review first-response time, eligible enquiries, qualified appointments and attendance. Your team can connect these with later client outcomes where supported by your CRM.
YOUR NEXT APPOINTMENT STARTS HERE
Ready to book more appointments?
See how your automated appointment-setting team turns enquiries into qualified, booked appointments. More appointments, less chasing, no extra headcount.
