Smith.ai

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Smith.ai

Offered by Smith.Ai
Savings
$100 off the first month of service for new clients
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  • Description
  • Advantage
  • Benefits

24/7 Virtual Receptionist & Lead Intake Services

Smith.ai is a superior 24/7 virtual receptionist service for financial services firms of all sizes, from solo practitioners to large firms. Our North America-based receptionists handle calls, chats, and messages; provide bilingual answering; screen and intake new clients; schedule appointments; and make outbound calls to leads who complete your online forms, ensuring instant follow-up with new potential clients. With integrations, including Redtail, Wealthbox, HubSpot, CPACharge, and Calendly, plus thousands more through Zapier, conversations are synced with your systems in real-time. Plans start at $255/month for virtual receptionists and include free spam blocking, plus a risk-free 14-day money-back guarantee. Live chat plans start at $0/month with simple per-chat ($10/chat) pricing, or $140/month for bundled chat pricing ($5-7/chat).

 

 

FPA Advantage

Partner Member Discounts


Smith.ai will provide the following discounts to FPA’s Members who becomes a new client of Smith.ai's professionally staffed virtual receptionist and/or website chat service:

  •  $100 off the first month of Smith.ai's professionally staffed virtual receptionist and/or website chat service

 

Smith.ai will provide the following discounts to every FPA’s member who becomes a new client or who is an existing client of Smith.ai's professionally staffed virtual receptionist and/or website chat service:

  • 10% annual discount on 12-month plans paid upfront
  • 5% discount when clients sign up for both professionally staffed virtual receptionist and website chat service (can be combined with 10% annual discount mentioned above)
  •  White-Glove Setup of the 24/7 AI chatbot at no cost ($150 value)


To learn more, call 650-727-6484 or visit the special page for FPA members here.

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Benefits

  • 24/7 handling of calls, chats, Facebook messages, and SMS
  • Bilingual services (English & Spanish)
  • Options to handle all calls, after-hours, weekends, or overflow
  • Free spam blocking
  • Lead qualification and intake form completion
  • Outbound calls and outreach campaigns
  • Thousands of CRM and software integrations
  • Call recording, transcription, and searchable transcripts
  • Client dashboard with conversation history (for calls, chats, and campaigns)
  • Call intelligence and performance analytics
  • Text and email follow-up messages