Agentic AI for Freelance Architects,
Enquiries to Handover
Capture enquiries, automate proposals, manage site visits and keep clients informed across the project lifecycle. Built for freelance architects and independent studios.
Faster
enquiry response - higher conversions
Structured
proposals and e-sign milestones
Site
visits, photos and tickets in one thread
What is AI for Freelance Architects?
Agentic AI workflows that manage client enquiries, discovery calls, proposals, site visits, approvals and project communication so you convert more leads and deliver consistently.
How does Converiqo help?
One automation layer for enquiries, client self-service, ticketing, site visit capture and milestone billing so principals and small studios stay in sync with clients and consultants.
What are the outcomes?
Up to 30% higher enquiry-to-project conversion, 40% faster approval cycles, 3–6 hours admin saved per week, and NPS improvements so studios run smoother on Converiqo.
How Converiqo is Used in Freelance Architect Operations
Automation and AI synchronise every step from lead to handover while keeping clients in the loop.
AI Lead Engine
Capture, qualify and book discovery calls automatically so you convert enquiries faster.
- Capture enquiries from website, WhatsApp, Instagram DMs and email with source tagging.
- Auto-classify by project type, budget, location and urgency.
- Discovery call and site visit scheduling with calendar sync.
Client Self-Service
Let clients check FAQs, book slots and download documents without calling your studio.
- Client portal for FAQs, appointments and project milestones.
- Live status across enquiry, concept, design development and construction support.
- Document library for briefs, contracts, drawings and invoices.
VoC and Feedback
Post-project surveys, NPS and sentiment analysis to turn satisfied clients into referrals.
- Feedback after milestone delivery and final handover.
- Surveys on design quality, communication and responsiveness.
- Testimonials and NPS for portfolio and referral programs.
Marketing Automation
Automated nurture sequences and case study outreach to keep leads warm.
- Nurture sequences with portfolio work and consultation slots.
- Seasonal campaigns for renovation and interior upgrade periods.
- Referral tracking and retargeting for leads who viewed proposals.
Why Freelance Architects Choose a Unified Automation Platform
Leading freelance architects and independent studios use Converiqo to consolidate enquiries, proposals, site visits and client communication into one ecosystem.
AI Lead Engine
Capture and qualify enquiries so you convert more discovery calls.
Client Self-Service
FAQs, slots and documents without back-and-forth calls.
VoC and Feedback
Post-project surveys and NPS to drive referrals.
Marketing Automation
Nurture and retarget leads with portfolio and case studies.
Stakeholder Alignment
Principals, PMs, clients and consultants see the same status.
Workflow and Knowledge
Approval flows, templates and drawing library in one place.
Key Challenges for Freelance Architects
Agentic workflows remove friction across enquiries, approvals and site coordination.
Enquiry overload across channels
Clients contact you by WhatsApp, email and social DMs. Important decisions get buried and follow-ups slip through the cracks.
Unclear scope and slow approvals
Multiple revision rounds and missing approvals create scope creep and delay delivery timelines.
Site visit coordination
Scheduling visits, capturing measurements and sharing on-site photos with consultants is slow without a mobile workflow.
Manual proposals and billing
Rewriting proposals and chasing milestone payments wastes billable hours.
Ad hoc workflows
Without standard templates, projects follow different paths, leading to inconsistent delivery quality.
Low client visibility
Clients want frequent updates, but teams struggle to provide consistent, verifiable progress reports.
How Converiqo Saves You Money & Time
Quantifiable impacts on freelance architect operations with agentic automation.
Faster Enquiry Response
Automated capture and qualification help convert more enquiries into discovery calls and projects.
Structured Proposals and Milestones
Templates and e-sign milestones reduce admin and speed up approval cycles.
Site Visits and Tickets in One Thread
Photos, checklists and client summaries in one place so site coordination takes less time.
Agentic AI Fabric for Freelance Architects
Complete workflow automation from enquiry to handover, billing and feedback.
Sales / Leads Engine
Capture enquiries from website widget, WhatsApp, Instagram DMs, email and referral forms with automatic source tagging.
Auto classify enquiries by project type, budget, location and urgency to prioritise high value prospects.
Instant discovery call and site visit scheduling with Google Calendar or Outlook sync.
Generate proposal drafts from templates with scope, milestones, inclusions and milestone billing ready for e-sign.
Automated follow-up sequences for pending quotes, unbooked calls and inactive leads.
Track lead stages with funnel analytics: enquiry, qualified, proposal sent, negotiation and closed won or lost.
Client Self-Service
Client portal and chat widget for FAQs, appointment slots and project milestones.
Live project status updates across phases: enquiry, concept, design development, working drawings and construction support.
Document library for briefs, signed contracts, approved drawings, invoices and schedules.
Clients can raise design queries, change requests and documentation requests directly through the portal.
Automated reminders for approvals, payment milestones and pending clarifications.
Self-service appointment rescheduling for design reviews and site visits.
Feedback and VoC
Automated feedback collection after milestone delivery, major revisions and final handover.
Structured surveys for design quality, communication clarity, responsiveness and overall client satisfaction.
Sentiment analysis to detect dissatisfaction early and trigger corrective workflows.
Capture testimonials for use in portfolio, marketing and referral programs.
NPS scoring to understand promoter and detractor segments across project types.
Feedback trend analysis for improving internal processes and consultant performance.
Marketing
Automated nurture sequences that share portfolio work, past case studies and available consultation slots.
Seasonal campaigns for renovation windows, interior upgrade seasons and festive home improvement periods.
Referral tracking with automated codes, follow-up reminders and reward mechanisms.
Drip campaigns that educate prospects on design process, timelines and fees.
Retargeting sequences for leads who viewed proposals but did not book.
Analytics dashboards showing open rates, click rates, conversion and attribution.
Workflow Automation
Approval flows for concept, design development, working drawings and permit submissions.
Conditional workflow branches triggered by payments, approvals or consultant deliverables.
Pre-built project templates for renovation, new build, interiors and documentation only services.
Automated creation of tasks for consultants and contractors based on approved drawings.
Delay alerts when approvals or deliverables exceed expected timelines.
Workflow audit trail for regulatory, permit and client communication transparency.
Ticketing
Create tickets from chat, email or mobile photos with attachments and drawing links.
Assign tickets to team members or consultants with SLA timers and escalations.
Ticket history for time logs and change-order billing.
Field Service Management
Standardised inspection checklists and mobile capture for measurements and photos.
GPS stamped visit logs, client summaries and action items after each visit.
Automatic follow-ups and task generation after site visits.
Knowledge Management
Central library for proposal templates, fee schedules, consultant details and material references.
Version controlled drawings and tagged retrieval for quick reuse.
Searchable notes and past project clips for faster estimates.
Templates and Processes
Standardised checklists for site visits, permit submissions and contractor briefs.
Reusable project templates to reduce setup time for repeatable services.
Benefits Across Studio Leadership and Teams
Everyone from principals to contractors benefits from automated enquiries, site reporting and feedback collection.
Principals and Freelance Architects
- Clear pipeline and fewer missed enquiries.
- Automated proposals and milestone billing reduce admin.
- Faster approvals and better cash flow.
Project Managers
- Single source of truth for site notes, tickets and approvals.
- Standard checklists reduce rework and delays.
- Easier handoffs to consultants and contractors.
Clients and Homeowners
- Transparent timelines and instant status updates.
- Quick answers to routine questions without waiting.
- Confidence in documented approvals and change orders.
Consultants and Contractors
- Clear tasks, attached drawings and deadlines.
- Reduced coordination friction and fewer on-site clarifications.
- Traceable instructions and fewer errors.
Finance and Billing Teams
- Milestone based invoicing flows with fewer manual follow-ups.
- Clear visibility into pending payments and approval linked billing.
- Reduced disputes with documented change orders and version control.
Operations and Site Coordination Teams
- Centralised access to checklists, drawings and on-site instructions.
- Real-time updates from site visits lead to faster closure of action items.
- Standardised reporting improves coordination across contractors and specialists.
Capabilities for Every Studio Setup
From independent principals to small studios coordinating multiple consultants.
Solo Principals
Run one project at a time, capture enquiries and manage site visits without extra staff.
Small Studios
Unified pipeline for multiple projects and standard workflows for consistent delivery.
Consultant Coordination
Share tasks, drawings and site notes with consultants in one place.
Permit and Documentation Ready
Keep permit checklists, submission bundles and version control for audit ready deliveries.
Leaders on measurable change
30% increase
Enquiry to project conversion
40% faster
Approval cycle time
3-6 hours per week
Admin time saved
NPS up 18 points
Client satisfaction improvement
“Converiqo helped me stop chasing approvals and start finishing projects. Site visit logs, photos and client summaries saved me hours each week.”
Ananya Rao, Freelance Architect
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates client enquiries, manages project communication and organises design workflows. It helps freelance architects stay efficient and responsive while handling multiple clients or residential and commercial projects.
Freelancers struggle with scattered communication, delayed approvals, unclear requirements and manual follow-ups. Automation centralises conversations and ensures clients stay informed throughout the design cycle.
Yes. Automation nurtures leads, sends structured proposals and simplifies follow-ups. It helps architects convert more enquiries into paid consultations or full-scale design and planning projects.
AI provides quick answers about project stages, timelines, deliverables and site visit requirements. It reduces repetitive coordination and ensures clients receive consistent, reliable updates.
Important KPIs include enquiry-to-project conversion, approval cycle time, ticket resolution speed, client satisfaction and project delivery timelines.
Converiqo's Sales and Lead Engine captures leads for renovations, layouts, interior design, structural planning and site assessments. It tags urgency and project type - helping architects prioritise and convert more clients.
Converiqo's Customer Self-Service enables clients to review FAQs, timelines, deliverables, appointment slots and project progress. It reduces repetitive calls and improves communication clarity.
Converiqo's Ticketing System manages design changes, document requests, site issues and clarification needs. It ensures every concern is tracked, assigned and resolved faster.
Converiqo's Field Service Management manages site visits, captures inspection notes, tracks follow-ups and logs on-ground updates. It ensures architects stay organised even across multiple project locations.
Workflow Automation standardises approval steps, revisions and document submissions. Converiqo's Knowledge Management stores drawings, SOPs, material references and project guidelines, improving service accuracy and client experience.
Start with one project. Scale when you are ready.
Plug Converiqo into your studio to streamline enquiries, site visits, change requests and client updates. Easy to start - add a widget, connect a calendar and run on one project first.