Consulting & services
Choose the automation level for your consulting practice
Three implementation levels, from less to more complex. Each level includes everything from the previous one plus additional capabilities. You can start wherever fits and scale later.
Level 01
Essential
Frictionless scheduling and post-meeting follow-up
Instant confirmation with calendar link, pre-meeting questionnaire and post-meeting follow-up. Ideal for stopping lost meetings from poor coordination.
- ✓Instant confirmation with Calendly / Cal.com link
- ✓Pre-meeting questionnaire to arrive prepared
- ✓Consultant reminder 1h before the call
- ✓Post-meeting email with clear next step
- ✓WhatsApp notification to consultant for each lead
Most popular
Level 02
Complete
Proposal pipeline with active follow-up
Sequence of up to 6 post-proposal follow-ups over 20 days, open notification, automatic pause and CRM updated at each stage.
- ✓6-message follow-up sequence over 20 days
- ✓Notification to consultant when proposal is opened
- ✓Automatic pause when lead responds
- ✓CRM updated at each pipeline stage
- ✓Weekly report of active proposals and closing rate
Level 03
Advanced
Onboarding, retention and account expansion
Everything above plus automated new client onboarding, monthly check-ins, risk alerts, testimonial requests and post-project cross-sell.
- ✓Automated new client onboarding
- ✓Monthly satisfaction check-ins during the project
- ✓Immediate alert if satisfaction drops (NPS < 7)
- ✓Automatic testimonial request at project close
- ✓Automatic cross-sell 30 days post-project
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