First-Visit Preparation Journey
Everything a new client needs before their first visit — forms, directions, what to expect, what to bring
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Everything a new client needs before their first visit — forms, directions, what to expect, what to bring.
How It Works
1
First Appointment
New contact's first booking detected
2
Welcome + Prep Package
Beautiful email: team photos, office tour video, forms, directions, parking, what to bring
3
Quick Prep
"Excited to meet you! Before your visit: {{forms_link}}. Takes 5 min."
4
Wait Until 48 Hours Before
Reminder timing
5
48-Hour Reminder
"Your first visit is in 2 days! Remember to bring: {{checklist}}"
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.