Free consultations are a critical part of your sales process — they’re often the last step before a potential client decides to buy. When a lead misses their consultation or shows up late, it has a real impact on whether or not you make the sale.

This Free Consultation Management Automation ensures that every potential client has what they need for a successful consultation — with zero extra work on your end. It automates every step of the process, including self-serve online booking, pre-appointment guidance and reminders, follow-up emails, and rescheduling for cancellations and no-shows.

When your leads get more value from their free consults, they’ll be more likely to buy from you — and you’ll walk away with a full calendar, a stronger sales process, and more time to focus on delivering a great experience.

Get more potential clients to book consultations by making it easier to schedule.

Turn more leads into buyers with a system that makes each consultation consistent, valuable and informative.

Help potential clients get more value from their consultations by telling them how to get ready beforehand.

Save time on repetitive appointment setup by putting your scheduling, rescheduling, reminders and follow-up on autopilot.

Eliminate obstacles for interested leads by adding more self-service and convenience to your sales process.