Qualify before the call
Collect goals, background, timing, budget range and service fit with required or conditional questions.
CONSULTANT INTAKE & BOOKING
Start the consultation with useful context.
Qualify the enquiry, understand the client’s goals and let suitable prospects choose a real consultation time in one guided path.
Free to start No credit card Publish in minutes
Customer view
Northstar AdvisoryDiscovery consultation
SELECTED SERVICEStrategy call
45 minAVAILABLE TIMETomorrow, 10:30 AM
TEAM MEMBERNext available
DETAILS TO PREPARE Goals Current situation Timeline
One new request sent to your Inbox
Qualification questions Conditional paths Live consultation times Prepared follow-up
PROTECT FOCUS TIME
A full calendar is not the same as a qualified pipeline.
Open booking links make it easy to schedule, but they rarely collect enough context to judge fit or prepare for a productive first conversation.
Common problems this flow replaces
- Calls booked without a clear goal or problem
- Discovery time spent collecting basic background
- Poor-fit enquiries occupying limited consultation slots
- Intake answers and calendar details living in separate tools
A flow for each offer
Use different intake and duration rules for audits, strategy calls, coaching or project enquiries.
Offer real consultation times
Show valid availability based on your hours, meeting duration, breaks and existing appointments.
Follow up with context
Review the complete request first, then continue on WhatsApp when a prospect needs clarification.
ONE CUSTOMER JOURNEY
From first question to confirmed appointment.
Customers complete one clear flow. Your team receives one organized request.
Choose the consultation
The prospect selects the service that best matches the outcome they need.
Share goals and context
Focused questions establish the current situation, urgency and potential fit.
Pick an available time
Suitable prospects select from real consultation availability.
Prepare for the conversation
You review the intake and appointment together before the call begins.
BUILT AROUND YOUR SERVICES
Use it for the appointments you already offer.
Start with one service, then create a customer path for every service that needs different questions or availability.
Create your first flow- Discovery and strategy calls
- Business consulting enquiries
- Marketing audits
- Coaching consultations
- Fractional leadership enquiries
- Specialist project assessments
AFTER THEY SUBMIT
Every detail stays attached to the customer request.
No copying answers between tools. Review intake details, booking time and contact information together, then continue on WhatsApp when it makes sense.
Inbox
New requestAK
New Strategy callCustomer details + appointment
NowSTATUSNew
APPOINTMENTTomorrow · 10:30 AM
DETAILS4 answers collected
COMMON QUESTIONS
Know what customers will experience.
Can I qualify prospects before they book my calendar?+
Yes. Ask about goals, current situation, timeline, budget range or other fit criteria before presenting a consultation as the next step.
Can I create different intake flows for different services?+
Yes. A strategy session, audit, coaching call and project enquiry can each collect different information and use different appointment durations.
Can I keep the intake answers beside the appointment?+
Yes. The customer context and booking details remain together in the request so you can prepare before the call.
Does SlotForm provide video conferencing or proposals?+
No. SlotForm manages intake, available times and customer requests. Continue using your preferred meeting and proposal tools after the booking.
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Make the next customer request easier.
Build a branded intake and booking flow for your business. No credit card required.
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