A solo operations consultant was spending 14 hours a week on discovery calls that went nowhere. Sovix shipped an AI intake + qualification agent that pre-filters leads before the first call. The calendar finally matches the revenue goal.
Before Sovix, the consultant had a simple Calendly link on his website and an email signature that invited anyone to "grab 30 minutes." The top of the funnel worked. Referrals were generous, LinkedIn content was converting, and his calendar was full. The problem was what the calendar was full of. On any given week, he was taking 12 to 14 discovery calls. Maybe two of them were actually qualified — the right company size, the right budget, the right problem he could actually solve. The rest were founders shopping for free advice, in-house ops teams trying to cross-check a vendor, or early-stage startups hoping he would work on equity.
The second problem was fit misalignment. His niche was operations consulting for 30–100 person companies doing $5–30M in revenue. Half of his inbound was from sub-10-person startups who wanted help, but couldn't pay his retainer. He took the calls anyway, out of politeness, out of habit, out of the low-grade guilt every solo operator feels when they say no. By the end of Q4 he had done 140 discovery calls for the year and signed 16 retainers. Do the math: nine calls per closed deal, at roughly an hour all-in. More than a full work month spent talking to people who were never going to write a check.
The final problem was context loss. Every discovery call started from zero. He'd ask the same four questions, write the same notes, and forget half of what the lead had already told him in their original email. The first 10 minutes of every call was just rebuilding the context the lead had already given him, which felt unprofessional to both sides. He knew he needed a better intake. He didn't have time to build one.
Assistant Pro tier. 72-hour setup. One intake agent, one qualification logic, one pre-call briefing document auto-sent to the consultant before every booked call.
"[PLACEHOLDER — TODO: REPLACE WITH REAL CLIENT QUOTE AFTER CASE-STUDY SIGN-OFF.] My calendar finally matches my revenue goals. I'm taking half the calls and closing twice as many. The pre-call brief alone is worth the subscription — I walk in already knowing what's broken."