Do Calendly / Cal.com / SavvyCal work?

Calendly native (URL share). Cal.com and SavvyCal via Custom Tool API integration (Pro plan).

Does it integrate with Asana / Notion / ClickUp / Linear?

Yes via Pro Custom Tool. When client asks 'project status', bot queries the workspace and replies.

Are sensitive client details (NDA, pricing) protected?

Yes. Bot uses your internal pricing doc, doesn't leak to competitors. GDPR + contract-compliant.

I offer multiple services (SEO + ads + content) — how to split?

Each service is a template. Discovery questions classify the prospect; bot offers the right package.

Time-zone handling for international clients?

Bot auto-converts based on prospect location. Calendly handles bookings accordingly.

Does it integrate with Paddle / Stripe Billing?

Stripe Subscriptions native; Paddle, Chargebee, ChartMogul via Custom Tool (Pro+). Monthly subscription or one-off project invoice supported.

Professional services

Reclaim hours of discovery calls.

For consultants, agencies and freelancers: initial assessment, price range, contract template, calendar coordination — automated. Warm prospect arrives 'ready'.

Try the sandbox Pricing

Hidden fatigue for service providers

Pre-sales discovery time leaks

30-min discovery per lead. 70% say 'I'll think about it'. Eats your billable hours.

Pricing question kills the call before it starts

'How much?' → 'depends on your case' isn't enough — prospect wants a concrete range.

Contract + onboarding sends are manual

Same docs, same meeting links, same intake form for every client — manual, error-prone.

What LeadsUp does for service providers

Orchestrates the sales funnel end-to-end: first question → discovery → price → contract → onboarding.

Discovery questionnaire automation

Bot asks 5–8 qualifier questions (sector, budget, timeline, current tools). Fit/no-fit auto-filtered. Fit → calendar; no-fit gracefully redirected.

Price range + package suggestion

Dynamic pricing by answer. 'Small business + 3 months + 1 person' = $X–Y range. Prospect gets concrete numbers; final price ties to the call.

Calendly + Google Meet automation

For fit prospects, bot shares Calendly link, prospect picks, Google Meet link auto-sent. Time-zone handled.

Contract + onboarding packs

When call confirmed, bot auto-sends PDF contract, intake form and first-file list via WhatsApp. Sign → project in queue.

Client project status queries

Existing clients can ask 'what's the status?' Bot binds to Asana / Notion / ClickUp, returns sprint state + latest update.

Invoice + payment reminders

Unpaid invoice → bot sends polite reminder + Stripe link. Backs off for sensitive cases with 'I'll have someone reach out'.

Welcome a new client this week

1
1. Write your discovery questions
5–8 qualifiers for your services. Define fit rules based on answers.
2
2. Calendly + payment + docs
Paste Calendly URL, Stripe key, upload contract PDFs, prepare intake template.
3
3. Welcome your first WhatsApp prospect
Web chat + WhatsApp + IG live. Discovery → meeting → contract → onboarding chain runs itself.

Real-world scenarios

Scenario

Marketing agency. New prospect via Instagram: 'I'd like to use your SEO service.'

Outcome

Bot launches discovery (sector, current traffic, target keywords, budget). If fit → shares $X–Y range + Calendly. If no-fit → polite 'we may not be the right match; consider Agency X'.