Consultation Booking → Prep Sequence
After booking, automated sequence sends intake forms, document checklists, and prep instructions to maximize first meeti
What This Automation Does
How It Works
Booked
Calendar event created
Tags
"consultation-booked", "intake-pending", practice area
Pipeline
"Consultation Scheduled" stage
SMS: Confirm
"Confirmed with {{attorney}} on {{date}}. We'll send a quick intake form."
Email: Intake Packet
Subject: "Prepare for Your Consultation" — Intake form, document checklist, directions
This automation is included with your Intellivizz AI subscription.
Compliance & Security
Consent-based messaging with opt-out compliance.
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