01
Streamline discovery and qualification
Publish a single booking link or embed it on your site to route prospects to the right consultant. Use Routing Forms to collect project scope, budget, and timeline, then auto schedule the appropriate discovery format, from a 30 minute call to a half day workshop. Attach your discovery workshop agenda in the confirmation, and automatically invite additional stakeholders when needed. Workflows can branch on answers to perform stakeholder mapping, assign ownership, and notify your team in Slack. Learn more about workflows at https://cal.com/docs/workflows and see routing in action at https://cal.com/blog/routing-forms.
02
Automate proposals and next steps
After discovery, trigger a follow up recap that includes your consulting proposal template, clear next steps, and a link to book the proposal review. Cal.com Workflows can send email or SMS, create CRM tasks via webhook, and notify channels your team already uses. Developers can call internal services with our API at https://cal.com/docs/api to generate documents, start approvals, or update deal stages while your client selects times that work.
03
Deliver, review, and iterate
Once the proposal is signed, workflows schedule kickoffs, standups, and recurring status reviews. Send preparation prompts that reference process improvement frameworks, share KPI dashboard examples ahead of the meeting, and follow up with action items afterward. If your engagement includes organizational change, include links to your change management plan template in reminders so every stakeholder knows what is coming next. Automatic reschedules, time zone support, and no code messaging templates keep delivery smooth. Explore how to customize communications in the Help Center at https://help.cal.com/en/.
01
More billable hours, less coordination
Stop chasing confirmations and reschedules. Cal.com handles booking links, confirmations, reminders, and follow ups so your team spends more time with clients and less time on logistics. Multi time zone support reduces friction when executives travel, while automated nudges reduce no shows for workshops, reviews, and training sessions. All activity is logged so your team can track what happened and when.
02
Faster sales cycles and approvals
Move deals forward with automated next steps. Send a tailored recap with your consulting proposal template, route the review to the right decision maker, and book the follow up without leaving your CRM. Workflows keep momentum with timely reminders and clear choices, which shortens idle time between discovery, proposal, and kick off. Your team stays aligned because Slack notifications and CRM updates happen as soon as clients book or make changes.
03
Consistent, branded client experience
Every touchpoint feels professional. Customize confirmations and reminders with your logo, tone, and reusable snippets, then include essential materials like your discovery workshop agenda, stakeholder mapping canvas, or change management plan template. Clients receive clear, branded communication on email, SMS, or WhatsApp, and get the same high quality experience across one on one, group, and recurring meetings. See setup tips at https://help.cal.com/en/.
04
Flexible, secure deployment options
Adopt Cal.com on your terms. Choose our hosted cloud for speed or self host for full control. As an open source platform, Cal.com lets your engineers review and extend the code at https://github.com/calcom/cal.com. Use role based ownership of event types, manage access centrally, and rely on API logs for traceability. Enterprise services are available at https://cal.com/enterprise.
Visual workflow builder
Create time based and event based automations without code. Developers can extend and orchestrate complex flows through our API at https://cal.com/docs/api.
Multi channel reminders
Reach clients by email, SMS, or WhatsApp. Reduce no shows for workshops, proposal reviews, and executive check ins with targeted reminders and follow ups.
Routing forms and team scheduling
Qualify prospects, perform stakeholder mapping, and route bookings to the right consultant or a round robin pool based on answers and availability.
Integrations and webhooks
Connect your CRM, Slack, and docs through webhooks or Zapier. Automatically attach or link your consulting proposal template in confirmations and follow ups.
Open source and self hosting
Deploy on your infrastructure for full control, or use our hosted cloud. Review and extend the code to match your governance needs.
Group and recurring events
Run workshops, office hours, and recurring status reviews with calendars that respect time zones, organizer availability, and participant limits.
Start automating your consulting workflow
Build your first automated booking flow in minutes. Try Cal.com Workflows free at https://cal.com/signup, explore pricing at https://cal.com/pricing, or request an enterprise demo at https://cal.com/enterprise. If you prefer to self host, share this page with your engineering lead and review our open source code at https://github.com/calcom/cal.com.
