Workflows for consulting agencies

Simplify your consulting agency workflow with Cal.com

Automate scheduling for every client and project with the best practices in consulting workflow automation.

Workflow/Consulting agencies reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Usado por empresas de rápido crescimento no mundo todo

How consulting agencies use Cal.com workflows

Set up your consulting workflow automation in minutes.

01

Choose your trigger

Pick when your workflow starts, for example when a new client books a session.

02

Customize for your agency

Use templates or create your own messages to fit your consulting agency best practices.

03

Personalize a mensagem

Use os modelos padrão da Cal.com ou personalize totalmente suas mensagens.

Why automate your consulting workflows?

See the benefits of scheduling automation for consulting agencies.

Meeting reminder

now

Hi, this is a reminder that your consulting agencies meeting with Alex is in 30 mins

…
01

Save time

Reduce manual scheduling and reminders for consultants and clients.

Bookings

Today

Tue, 13 May9:00am - 9:30amConsulting agencies kickoff | Q2
Tue, 13 May10:30am - 11:00amConsulting agencies team standup

This week

Tue, 14 May10:30am - 11:00amConsulting agencies review
Tue, 14 May1:00pm - 1:30pmClient follow-up
02

Increase client satisfaction

Professional, automated communication shows your agency values every engagement.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Boost consulting agency operations

Standardize your consulting agency workflow for every project and client.
Email subjectAdd variable

Are you joining the consulting agencies session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

04

Reduce errors

Automation prevents double bookings and missed meetings.

Key features for consulting agencies

Everything you need to run a modern consulting agency workflow.

Automated reminders

Send email and SMS reminders to consultants and clients.

Project-based workflows

Set up unique flows for different consulting project management processes.

Branded communication

Keep your agency’s branding across all client interactions.

Self-hosting option

Run Cal.com in your own environment for security and control.

API-first architecture

Integrate scheduling into your existing consulting agency operations.

Multi-channel notifications

Reach clients via email, SMS, or WhatsApp.

Veja como os fluxos de trabalho mantêm seu agendamento em dia

Veja como os Fluxos de trabalho da Cal.com simplificam agendamentos, automatizam lembretes e mantêm suas reuniões fluindo sem problemas. Veja exemplos reais de como equipes usam fluxos de trabalho para reduzir faltas e economizar tempo.

Todas as suas ferramentas essenciais sincronizadas com suas reuniões

Conecta-se ao Slack, Salesforce e mais de 100 outras ferramentas. As reservas aparecem onde sua equipe já trabalha.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
  • Zoom VideoCria um link de reunião para cada agendamento.
  • SalesforceRegistra a reunião no contato e encaminha ao responsável.
  • HubSpot CRMAdiciona agendamentos a contatos e negócios.
  • SlackAvisa a equipe assim que uma reunião é agendada.
  • StripeCobra o pagamento quando o horário é reservado.
  • FramerColoca sua página de agendamento em um site Framer.
  • ElevenLabsDá uma voz de IA realista aos agentes de voz.
  • LinearDefine seu status como Ausente pelo seu calendário.
  • Meta PixelMede agendamentos das suas campanhas de anúncios da Meta.
  • UmamiConta visitas à sua página de agendamento, com privacidade.
  • WhatsAppFala com seus participantes por chat do WhatsApp ou videochamada.

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Nossos usuários são nossos melhores embaixadores. Descubra por que somos a principal escolha para agendar reuniões.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyem Trustpilot
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballem Trustpilot
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianem Product Hunt
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benem Product Hunt
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds em X
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson em X
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarem Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixitem Product Hunt
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh em X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisem Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best em X
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeiem Product Hunt

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