Pre-Consultation Prep Sequence
Sends preparation materials, intake questionnaire, and reminder sequence before appointments — reducing no-shows and mak
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Sends preparation materials, intake questionnaire, and reminder sequence before appointments — reducing no-shows and making consultations more productive.
How It Works
1
Appointment Booked
Calendar event created for consultation
2
Confirmation + Prep
Date/time, location, what to bring, CPA intro
3
Send Intake Form
Pre-consultation questionnaire
4
Wait Until Day Before
24 hours before
5
Reminder SMS
'Your consultation is tomorrow at {{time}}. Reply C to confirm or R to reschedule.'
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.