Workflow
automation.
When you click "Book a Consultation," here's the automated workflow that springs into action, saving us 57 minutes per booking.
What's happening right now
Step 1 · saves 3 min
Meeting Booked via Calendly
Your meeting is being securely logged in our calendar system.
Step 2 · saves 4 min
Filter by Zapier
Removes unnecessary or spam meetings based on set criteria.
Step 3 · saves 6 min
Data Formatting & Cleanup
Your contact information is being standardized and enriched.
Step 4 · saves 8 min
Company Information Lookup
We're gathering insights about your company to prepare for our meeting.
Step 5 · saves 10 min
Client & Project Management
A dedicated project space is being created for your consultation.
Step 6 · saves 12 min
Automated Email Generation & Drafting
AI is drafting a personalized welcome message with next steps.
Step 7 · saves 6 min
Internal Notification
Our team is being notified about your upcoming consultation.
Step 8 · saves 8 min
CRM Updates
Your information is being synced across our platforms.
57 minutes back.
Every booking.
0
minutes
saved on your booking
0
meetings
processed weekly
0
hours
reclaimed every week
This is just a glimpse of how we'll help automate your business processes. Trigger it for real: book a consultation and watch it run for you.