Your site and portfolio
A qualifying form before any calendar time is offered.
For your businessConsultants and agencies
Spend your calls on clients who fit.
Qualify before the first call, book only who fits and never lose what was agreed. Your agent prepares each call and follows each commitment.
Where your next client comes from.
Emails and proposals
Every proposal carries a link to the next conversation.
Discovery and follow up calls
What the client asked for stays written, with the moment it was said.
Half your calls should have been an email.
You spend an hour to learn the budget does not fit. Then a good client waits a week because the calendar was full of the wrong calls.
Without an agent, every time
Take calls with people who do not fitan hour each
Ask the same discovery questionsevery call
Write the recap afterwards30 minutes
Chase what the client promised to sendfrom memory
Your most expensive hours go to the least likely deals.
Your agent qualifies, books and remembers.
The form decides who reaches your calendar, and the notes keep the promises on both sides.
- Asks budget, timing and scope before any call
- Books only who fits, straight from the form
- Briefs you before the call with what the client wrote
- Tracks what each side promised and reminds you
“Leads with a budget this quarter go to a discovery call. The rest get my portfolio link.”
Qualifying form with budget and timing
This quarter goes to the discovery call
Everyone else receives your portfolio
Intake ready to publishPage, form and booking, reviewed together before going live.
From interest to a signed scope.
- Link page
- Form
- Booking
- Meeting
- Tasks
The form filters, the calendar books, the call is recorded, and every commitment becomes a task.
Your pipeline, under your rules.
Rules you can read
Routing rules are written in plain words and tested before they go live.
Separate workspaces
Run a separate workspace for each client that needs isolated administration.
Handover without loose keys
When a client takes over, access is revoked before you leave.
What people ask before starting.
Can I route by service or budget?
Yes. Answers decide the destination: a booking type, a page or a message.
Can I run this for my clients?
Yes. Prepare a workspace per client and hand it over when it is ready.
Does it record every call?
Only the calls you choose. Meetings are an optional module.
Fewer calls. Better ones.
Prepare your intake today and let your agent fill your calendar with the right clients.
Prepare my client intake