Use cases / AEC firms
For AEC firmsKeep every relationship moving, even in the middle of a pursuit
Architecture, engineering, and construction work is won through relationships that take months, sometimes years, to build. Virtual SAM handles the follow-up that keeps them going, from website inquiries and conference contacts to past clients and teaming partners, so your marketing and business development team can put more time into pursuits and the people behind them.
Support that keeps up with your pursuits
AEC firms keep a lot of relationships going at once, with prospects, past clients, owners' reps, and teaming partners. These are the moments where Sam keeps the follow-up on schedule while your team focuses on the work in front of them.
Calls reach the right person
The AI receptionist answers when your team is in meetings or out on site, handles common questions about your firm, and passes project inquiries to the right principal or project manager. If a call is missed, a text goes out right away so the conversation keeps going.
Website inquiries get a fast reply
When a prospect reaches out through your website, Sam replies within minutes, asks a few questions about the project, and offers times for an intro meeting.
Meetings and site tours stay on the calendar
Confirmations and reminders go out for intro meetings, site tours, and interviews, and people can reschedule online in a few clicks.
Event contacts hear from you while it's fresh
After a conference or industry event, the people you met get a follow-up the next morning, and Sam keeps the conversation going until they reply or book a time.
Past clients and partners stay in touch
Check-ins, project news, and firm updates go out on a schedule you set, so past clients and teaming partners think of you when the next opportunity comes up.
Client feedback comes in at closeout
When a project wraps, a short feedback survey goes out, and happy clients get an easy way to share a testimonial you can use in future proposals.
What a week with Virtual SAM could look like
Every firm runs a little differently, and Sam adapts to yours. Here's one example of how the pieces work together.
This is an illustrative example, not a specific client's results.
- Monday morning
Your team is in a design review when a facilities director calls about a renovation. Sam answers, gathers the basics, and books a call with the principal for Wednesday.
- Monday evening
A developer fills out the contact form on your website at 8 p.m. Sam replies within minutes and offers times for an intro meeting.
- Tuesday
You're back from a regional conference with a stack of business cards. The contacts go into Virtual SAM, and each one gets a follow-up that morning.
- Wednesday
The principal's call goes ahead with a summary of Monday's conversation in hand, and Thursday's site tour gets a reminder with the address and parking details.
- Thursday
A pursuit moves to the shortlist stage in your pipeline, and your team gets a reminder about the interview date and the follow-up you planned.
- Friday
A project wraps, and the client gets a short feedback survey. Past clients get your quarterly project update, and a teaming partner you haven't talked to in a while gets a check-in.
Everything you need, in one login
Virtual SAM brings these tools together in one login, and our team sets up the ones your business needs.
Calls, texts, emails, and AI features are billed based on usage, and you'll see an estimate before anything goes live.
Want to keep your business number?
In many cases, you can keep the number your clients already know. Our team will sort out the best option with you, including forwarding calls into Virtual SAM.
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See how Sam helps →Let Sam handle the follow-up while your team pursues the next project
Let's chat about your goals. We'll start with inquiry and event follow-up, then build the rest around how your firm works.
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