Booking scenario: consultants and professional services
Set up booking for consultants, lawyers, accountants and agencies: intro calls, paid sessions, preparation notes and lead qualification.
Business goal
Qualify prospects, book a short intro call, and offer longer paid sessions to qualified clients.
Services
| Service | Duration | Price |
|---|---|---|
| Free intro call | 15 | Free |
| Initial consultation | 45 | 120 |
| Document review | 30 | 80 |
Staff
One profile per professional. Connect their work calendar so meetings block time. Assign the intro call to everyone and paid sessions to the people who deliver them.
Settings
- Break between appointments: 10 minutes.
- Minimum notice required: 24 hours.
- Furthest date: 30 days.
Assistant and leads
Collect lead details: Name, Email, Phone, Company, Interested in, plus a custom field "Budget" (Number). Policies: fees, what is covered, cancellation. Forbidden Actions: "Do not give legal or financial advice", "Do not quote project prices; book an intro call."
Customer journey
- A prospect asks about tax filing for a small company.
- The assistant explains your services, collects name and company, and sends the booking link for the Free intro call.
- The prospect books and adds context in Notes.
- After the call you offer an Initial consultation by sending the link again.
Tips
- Send New Lead and Booking Created webhooks to your CRM.
- After the intro call, message the prospect from the Inbox with the next step.
Limitations
- Fees are not collected in BaTimo. Use your own invoicing or payment link in the follow-up message.
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