SolutionsKit · Welcome new clients

From first visit to first call, in one path.

A page, a qualifying form, a site chat and a booking page, prepared together by your agent and reviewed by you before anything goes live.

Prepare my intakeSee plans
A page, a qualifying form, a site chat and a booking page, prepared together by your agent and reviewed by you before anything goes live.
Where it shows up

Wherever a new client first hears about you.

Your bio and your site

One address that explains what you do and what happens next.

Questions before deciding

The chat answers the usual doubts so the form feels like the obvious next step.

The first conversation

Only people who fit see your calendar, already with context.

Today

Four tools, four logins, and the client falls between them.

A link tool, a form tool, a chat tool and a calendar tool, none of them talking. You connect them by hand, every time.

Without an agent, every time
Set up four separate toolsa weekend
Copy the lead from one to the nextevery lead
Decide who deserves a callby gut
Remember where each client stoppedfrom memory

Good clients leak out at every handoff between tools.

With your agent

Ask for the whole path. Review it once.

Your agent prepares the four pieces connected to each other. You review everything on one page and publish when ready.

  • Drafts the page, the form, the chat and the booking page together
  • Connects the form to the calendar for people who fit
  • Teaches the chat your services and prices
  • Keeps drafts private until you approve

“Prepare my client intake: a page for my consulting, a qualifying form, a chat and 30 minute first calls.”

Your agent is working

Page, form and chat drafted

Form connected to 30 minute first calls

Everything ready for one review

Intake ready for your reviewPublishing needs your approval and every publication permission.
Works together

Four apps, one path.

  1. Link page
  2. Site chat
  3. Form
  4. Booking
  5. Meeting

Each piece passes the client to the next one, and your agent follows the whole path.

You stay in control

Prepared by your agent, published by you.

One review

See the page, questions, chat answers and hours together before anything goes live.

Nothing half published

If one piece fails, the rest stays in draft and the problem is shown to you.

Change it later

Each piece remains editable on its own after publishing.

Questions

What people ask before starting.

Do I need all four apps?

The kit installs them together when you run it. You can remove any piece later.

How long does it take?

Your agent prepares the drafts in minutes. Your review is the only step that takes your time.

Can I start from what I already have?

Yes. The kit can reuse an existing booking page instead of creating another.

Keep exploring
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.

Every answer turns into a next step.

Quote requests, sign ups and satisfaction surveys without a spreadsheet. Your agent reads each answer, sorts who fits and moves them forward.

Customers book on their own, only when you are free.

One link replaces the back and forth. Your agent sets the rules, handles changes and arrives at each meeting knowing why it was booked.

Stop connecting tools by hand.

Ask for the whole intake and review it once.

Prepare my intake