Confirmed meetings, pre-meeting questionnaire and zero scheduling chaos
The most basic problem of any consultant isn't closing proposals — it's arriving prepared to meetings and not losing them to manual coordination. This system solves it from day one.
< 30 seg
Confirmation sent
100%
Prepared meetings
0
Back-and-forth emails
1 día
Initial setup
The problem
An independent consultant or small agency receives leads through forms, email or WhatsApp. The process to convert that lead into a meeting — responding, proposing times, confirming, reminding — consumes 30 to 60 minutes of back-and-forth per prospect.
Also, without a pre-meeting questionnaire, the consultant arrives at the meeting without context and wastes the first 15 minutes gathering basic information the prospect could have already sent.
30–60 min
manual coordination per scheduled meeting
15 min
wasted at the start of each meeting without prior questionnaire
25%
of meetings that don't happen due to poor coordination
How the system works
Four automatic steps from the prospect's first request to the start of the meeting — prepared and without surprises.
Lead submits form
Contact form or meeting request
Instant confirmation
Calendar link sent in seconds with real availability
Pre-meeting questionnaire
Lead completes their context before the meeting
Prepared meeting
1h reminder to consultant + post-meeting follow-up email
What this level includes
- ✓ Instant confirmation to lead with Calendly or Cal.com link
- ✓ Pre-meeting questionnaire to arrive prepared
- ✓ Consultant reminder 1h before each call
- ✓ Post-meeting thank-you email with clear next step
- ✓ WhatsApp notification to consultant for new requests
- ✓ No post-proposal follow-up at this level
Available in higher levels
- ○ Proposal follow-up sequence (up to 6 messages)
- ○ Notification when lead opens the proposal
- ○ Automatic follow-up pause when lead responds
- ○ CRM updated at each pipeline stage
- ○ Automated new client onboarding
- ○ Weekly report of proposals and closing rates
Ideal for
Independent consultants or freelancers who want to eliminate scheduling chaos and arrive prepared to every meeting, without managing an active proposal pipeline yet.
What we automate exactly
Arrive prepared to every meeting, always
Book a free consultation and in less than a week you'll have this system running with your current scheduling tool.
I want to start with this systemOther levels for consulting & services