Appointment scheduling automation for consulting firms typically starts at $3,500 for foundational projects, like streamlining discovery call bookings or initial client consultations. The total cost depends on the complexity of your current tech stack, the number of systems needing integration (e.g., CRM, project management), and the specific client journey steps you want to automate. All projects are fixed price, ensuring transparent investment after a comprehensive systems audit.
We conduct a thorough analysis of your firm's current client intake and scheduling processes, identifying manual touchpoints like email tag for meeting times or CRM updates. This pinpoints exactly where automation can save your consultants valuable time.
Based on our audit, we architect a tailored automation solution, integrating your existing tools such as HubSpot, Salesforce, or Microsoft Outlook with a robust scheduling platform. This ensures a seamless client booking experience, from initial inquiry to confirmed meeting.
We meticulously build and test your new automated scheduling workflows, ensuring flawless operation for every client interaction. Post launch, we provide support and can refine the system to maximize efficiency as your firm evolves.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit