Pre-Consultation Prep Sequence
Sends preparation materials, intake questionnaire, and reminder sequence before appointments — reducing no-shows and mak
What This Automation Does
How It Works
Appointment Booked
Calendar event created for consultation
Confirmation + Prep
Date/time, location, what to bring, CPA intro
Send Intake Form
Pre-consultation questionnaire
Wait Until Day Before
24 hours before
Reminder SMS
'Your consultation is tomorrow at {{time}}. Reply C to confirm or R to reschedule.'
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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