Inquiry to consultation workflow
Inquiries go cold when follow-up is slow. We set up each step from first inquiry to booked consultation, so fewer potential clients slip through the cracks.
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What's included?
✓ Process audit: We review how inquiries reach you today and find where potential clients are slipping through the cracks.
✓ Instant auto-response: Every inquiry gets a warm, immediate confirmation, so prospects know they’ve been heard.
✓ Inquiry capture: We build or refine your contact form so it collects what you need to know without overwhelming people.
This is a good fit, if...
✦ Inquiries sit in your inbox for a day or more
✦ People book consultations and don’t show up
✦ You want follow-up to happen without remembering to do so
Why it matters
Speed matters
People reaching out for therapy often contact several providers. The first warm reply usually wins.
Fewer missed consultations
Automated reminders and a short intake mean fewer no-shows and better first calls.
It works with everything else
Ads, referrals, directories, and your website all send inquiries. This makes sure each one gets a response.
HOW IT WORKS
How does it work?
STEP 1
Buy the service
Purchase your service product and you'll receive an email from us in 24 hours about getting started.
STEP 2
Fill out a short form
You’ll get an intake form for the details, links, or access we need.
STEP 3
We deliver
Our team completes the work and sends it to you, ready to use.
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