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01
Define your event types
Create event types for discovery calls, brand audit services, brand positioning workshop sessions, and go to market consultant reviews, each with tailored durations, buffers, and availability rules.
02
Create your workflow
Choose triggers like booking confirmed, 24 hours before, or event completed. Add actions to send email, SMS, or WhatsApp reminders, internal Slack alerts, and post-session summaries.
03
Personalize messaging
Use branded templates to deliver clear instructions, prep materials, and next steps. Segment by client tier or service line to make every touchpoint feel tailored and on-brand.
01
Reduce no-shows and keep projects on track
Stop losing time to missed calls and late arrivals. Automated email, SMS, and WhatsApp reminders ensure clients show up prepared with brand assets, audiences, and goals. Set time-based nudges, calendar invites, and reschedule flows that keep discovery calls, brand positioning workshop agendas, and review cycles moving. Your utilization improves, your pipeline advances, and every stakeholder knows what is happening next without manual chasing.
02
Deliver a premium, branded client experience
Your communications reflect your value. Cal.com lets a brand strategy consultant create polished confirmations, prep checklists, and follow-ups using custom templates. Share links to research forms, upload requests, and agenda outlines for marketing consultant services. After each session, automatically send recap notes, recording links, and next steps, so clients feel guided and confident from audit to launch.
03
Streamline multi-part engagements and retainers
Consulting projects span kickoffs, interviews, creative reviews, and GTM readiness checks. Automate sequencing and handoffs. Trigger internal alerts to teammates, route clients to the right specialist, and auto-schedule the next milestone after approvals. Whether you provide brand audit services or ongoing growth retainers, Workflows remove friction, reduce context switching, and keep your team aligned.
04
Stay flexible with open-source and API-first control
Cal.com is open-source and API-first, so you can self-host, customize logic, and integrate with your stack. Build routing for a go to market consultant, sync with CRM, fire webhooks to project tools, and capture metadata for reporting. You keep ownership of data and brand while gaining developer-grade control to adapt scheduling to your unique consulting process.
Multi-channel reminders and confirmations
Send branded confirmations and scheduled reminders via email, SMS, or WhatsApp. Choose timing and message variants to fit discovery calls, workshops, and executive reviews.
Smart routing and round robin
Route incoming prospects to the right brand strategy consultant based on form responses, region, or service line. Balance workload with round robin assignment rules.
Custom templates and variables
Use reusable templates with variables for client name, event time, agenda, asset checklists, and links. Keep tone consistent while personalizing every message.
Post-event follow-ups and sequences
Automatically send recap notes, recordings, stakeholder surveys, and next steps. Trigger the next workshop or review based on outcomes and client tier.
Group events and role-based messaging
Support multi-stakeholder workshops. Send tailored messages to decision-makers, creative teams, or product leads so each group gets what they need to prepare.
Developer-ready API and self-hosting
Integrate with your CRM, Slack, project tools, and data warehouse. Self-host for control and compliance. Extend workflows with webhooks and custom logic.
Get started with Cal.com Workflows
Automate the scheduling heartbeat of your consulting practice. Set up event types for audits, strategy calls, and workshops, then add reminders, routes, and follow-ups that run reliably in the background. Keep clients engaged, your team coordinated, and your brand experience consistent. Create a free account, or book a demo to see Cal.com in action for your services.
