FOR PROFESSIONAL SERVICES

    Turn interest into qualified opportunities.

    Isbo understands context, answers questions and follows up until the next step becomes clear.

    Book a DemoInterview Isbo
    Isbo handles a property inquiry, captures preferences, presents relevant options and updates a qualified opportunity for an advisor consultation.

    CONVERSATION → OPPORTUNITY

    High-value decisions need more than one answer.

    Customers need information, guidance and follow-up before they move forward. Isbo keeps that process active.

    1. Inquiry
    2. Understanding
    3. Qualification
    4. Follow-up
    5. Opportunity

    THE JOURNEY

    From inquiry to opportunity.

    1. 01

      Prospect asks

      The prospect reaches the business with a question, need or initial interest.

    2. 02

      Isbo understands

      Isbo captures the prospect’s needs, context, prior interactions and relevant business information.

    3. 03

      Isbo guides

      Isbo answers questions, explains options and helps clarify the relevant path forward.

    4. 04

      Isbo follows up

      Isbo keeps the interaction moving when the prospect needs more time or information.

    5. 05

      Opportunity progresses

      Isbo can schedule a consultation, update the CRM or prepare the next commercial action.

    OPPORTUNITY CAPTURE

    Not every inquiry deserves your time. The right ones do.

    Isbo brings together inquiries from your different channels, identifies the ones with real potential and develops them before handing them off with full context.

    Every inquiry gets the attention it needs.

    Universal Inbox

    Independent event planning & catering services

    7 inquiries · 5 channelsIsbo
    1. Marta López
      WhatsApp

      Corporate event for 120 guests; full coordination.

      Received · Being handled
    2. Rubén Torres
      Messenger

      Do you organize small children’s parties for 15 guests?

      Received · Being handled
    3. Luis Herrera
      Instagram

      Looking for wedding planning. Budget not defined yet.

      Received · Being handled
    4. Carla Méndez
      Webchat

      I’d like information for an event several months ahead.

      Received · Being handled
    5. Antonio Vega
      Email

      Requesting information for a corporate dinner for 80 guests.

      Received · Being handled
    6. Patricia Ruiz
      WhatsApp

      Comparing options for a private event for 60 guests.

      Received · Being handled
    7. Sofía García
      Instagram

      Do you offer furniture rental only for events?

      Received · Being handled
    1. Marta LópezWhatsApp

      Corporate event for 120 guests; full coordination.

    2. Rubén TorresMessenger

      Do you organize small children’s parties for 15 guests?

    3. Luis HerreraInstagram

      Looking for wedding planning. Budget not defined yet.

    Other inquiries remain handled according to their status.

    IsboIsbo Action

    Interest Detected Across Channels

    Isbo brings incoming inquiries together and starts handling them without requiring you to monitor each channel separately.

    Incoming demand, connected attention
    7
    7 incoming inquiries

    While you coordinate suppliers and prepare proposals.

    WhatsAppInstagramMessengerEmailWebchat
    Antonio Vega

    Requesting information for a corporate dinner for 80 guests.

    Patricia Ruiz

    Comparing options for a private event for 60 guests.

    Sofía García

    Do you offer furniture rental only for events?

    Isbo starts responding. Each inquiry’s potential still needs to be assessed.

    Incoming demand being handled

    Interactive Demo. Fictional contacts and opportunities. No messages are sent and no real records are created. Illustrated actions depend on configured integrations and business rules.

    Fewer interruptions. More opportunities worth your attention.

    DELEGATE THE WORK

    Delegate more of the path to opportunity.

    • Answer initial questions
    • Understand customer needs
    • Collect relevant information
    • Explain services and options
    • Recommend relevant next steps
    • Follow up
    • Schedule consultations
    • Create or update contacts
    • Update opportunities
    • Create tasks and reminders
    • Maintain context across interactions
    • Support advisor or specialist handoff

    ISBO AT WORK

    Different services. The same concierge.

    Real Estate

    Inquiry
    A prospect asks about a property.
    Isbo
    • answers initial questions
    • captures preferences
    • understands intent
    • identifies relevant next step
    • schedules a consultation or viewing

    Outcome

    Qualified property opportunity.

    Insurance

    Inquiry
    A customer asks about coverage options.
    Isbo
    • collects relevant context
    • explains available paths
    • identifies the next commercial step
    • supports follow-up

    Outcome

    Customer moves toward a qualified consultation.

    Professional Education

    Inquiry
    A prospect asks about a program.
    Isbo
    • answers program questions
    • understands interests and fit
    • follows up
    • moves the prospect toward an enrollment conversation

    Outcome

    Qualified enrollment opportunity.

    ONE CONCIERGE. THREE OPERATING SURFACES.

    Everything works around the same opportunity.

    Digital Positioning

    Digital presence that helps prospects discover and trust the business before and between conversations.

    Explore Digital Positioning

    HIRE ISBO

    Put Isbo to work in your commercial process.

    Turn more customer interest into qualified opportunities with less manual work.

    Book a DemoInterview Isbo