Forms, calculators, and AI lead scoring — in the blink of a client conversation.
✅ Scored 92 — Hot lead, S-Corp, $1.2M revenue.
💰 Routed to your onboarding sequence.
Whether you're a one-person shop or a growing team, Freddy adapts to how you work.
Automate the busywork so you can focus on advisory. Freddy handles intake, scoring, and follow-up while you serve clients.
Give every team member the same playbook. Standardized forms, automated campaigns, and shared insights across the practice.
Scale your onboarding without scaling headcount. Freddy's AI tiers clients by value so you can prioritize what matters.
A complete toolkit for client acquisition, onboarding, and engagement.
Drag-and-drop builder with conditional logic and file uploads.
Instant ICP scoring and client tier assignment on every submission.
Automated follow-up campaigns triggered by form submissions.
S-Corp savings and quarterly estimates embedded in your flow.
Track views, completions, and conversion rates across all forms.
Built-in referral tracking with revenue share for your network.
Join hundreds of firms using Freddy to save time, win better clients, and grow revenue.