Prepare the consultation
Collect a brief reason for the meeting and the contact information your team needs to follow up.
← All industries
Korenact for professional services
Make the first conversation feel as organized as the work that follows.
A consistent front door for agencies, consultants, accountants, and other appointment-led businesses. Capture what clients need and coordinate the next conversation.
Plan your first workflowAn example conversation
“I’d like to book an introductory consultation.”
- 01Understand the reason for the consultation.
- 02Gather the booking details and apply the organization’s permissions.
- 03Write the approved appointment to the connected calendar and preserve the outcome.
Illustrative workflow. Available actions depend on your configured rules and connected system.
Where to start
Make everyday requests easier to manage.
Connect the calendar
Use Google Calendar or an eligible Calendly event type for supported appointment operations.
Keep commitments under control
Require staff approval for actions you choose, and keep pricing, scope, and professional advice with your team.
More consistent client intake
Fewer scheduling exchanges
An informed handoff to your team
A clear scope
Know what’s included.
Start with consultation scheduling and general intake. CRM updates, proposals, billing, financial advice, and project-system actions require additional integrations or qualified staff.
Google Calendar supports booking, lookup, and supported appointment changes. Calendly supports booking, lookup, and single-invitee cancellation; direct rescheduling is not available. Account authorization and workflow evaluation are part of activation.
Your next step
Bring us one workflow worth improving.
We’ll help define the scope, connection, rules, and evaluation.