Use cases

Professional services

Turn every meeting into a contact you can follow up.

Consultants, advisors and firms live on trust and follow-up. Your keychain replaces the business card: it presents your services, saves your contact on the other person's phone and leaves you their verified email with what they need and by when.

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Featured scenario

The independent consultant

A custom keychain that replaces the business card. Presentation page: about us, services, testimonials, vCard and capture.

Custom keychain
Presentation page

Sections: Product or service catalogAbout usTestimonialsvCard contact cardContact captureSmart formOutcome
What it asks: What do you need? (conditional by service)
How many people work in your business? (scores)
By when?
What they get: A downloadable checklist or guide in your specialty.
What happens next: Every contact enters the CRM with the service they are interested in.

Your Brand

Lumen Tax & Advisory

Is your business leaving money on the table?

Two questions, and our year-end checklist is yours.

Under a minute

Find out

Two more scenarios

The firm's reception

A sign holder at reception and in the waiting room. Presentation page with the services and the form.

Table sign holder
Presentation page

Sections: Product or service catalogContact captureSmart formOutcome
What it asks: What brings you in today? (conditional)
Is this your first visit?
Want deadline and news alerts?
What they get: The year's deadline guide as a PDF.
What happens next: The wait turns into a complete record before the meeting starts.

After the workshop

The professional's keychain at the end of a talk or a workshop. Two-question funnel page.

Custom keychain
Funnel page

Sections: Contact captureSmart formOutcome
What it asks: Which topic would you like to go deeper into?
Want a one-to-one session? (scores)
When?
What they get: The workshop material.
What happens next: Whoever asks for a one-to-one session enters as a hot lead.

Other industries

Your business is not here?

The lead page is created with AI from a description: tell us what you offer and we will show you yours in the demo.

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