First-Visit Preparation Journey
Everything a new client needs before their first visit — forms, directions, what to expect, what to bring
What This Automation Does
How It Works
First Appointment
New contact's first booking detected
Welcome + Prep Package
Beautiful email: team photos, office tour video, forms, directions, parking, what to bring
Quick Prep
"Excited to meet you! Before your visit: {{forms_link}}. Takes 5 min."
Wait Until 48 Hours Before
Reminder timing
48-Hour Reminder
"Your first visit is in 2 days! Remember to bring: {{checklist}}"
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
Similar Automations
View all Professional Services automationsFrom Our Blog
View all postsWhat Does an AI Automation Engineer Actually Do?
AI automation engineers design intelligent workflows that eliminate manual tasks and connect business systems. Whether you want to become one or hire one, this comprehensive guide covers everything you need to know.
What Is a Business Automation Agency? (And Do You Need One?)
A business automation agency designs, builds, and manages AI-powered workflows that eliminate repetitive tasks. Here is what they do, the 5 signs you need one, and what a typical engagement looks like.