# Prospective Client Discovery Call Scheduling — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Prospective Client Discovery Call Scheduling

Convert prospective client inquiries into a booked discovery call with the right adviser.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

## How it works

Captures basic prospect information during initial qualification, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), written to the CRM.

Matches the prospect to the appropriate adviser based on specialization and minimum account requirements, via the CRM's adviser roster.

Books the discovery call and sends a pre-meeting questionnaire.

Sends a reminder and prep materials ahead of the call.

## Data sources

CRM prospect data Adviser specialization/minimum roster

## What it targets

Prospect inquiries booked to a discovery call Target 60%

Discovery call show rate Target 88%