Simplify your consulting agency workflow with Cal.com

Simplify your consulting agency workflow with Cal.com

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

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

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

How consulting agencies use Cal.com workflows

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

Select your action

Decide what happens, like sending reminders or updating your consulting project management process.

03

Customize for your agency

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

Why automate your consulting workflows?

Why automate your consulting workflows?

See the benefits of scheduling automation for consulting agencies.

SMS meeting reminder for consulting agency clients and consultants.

01

Save time

Reduce manual scheduling and reminders for consultants and clients.

02

Increase client satisfaction

Professional, automated communication shows your agency values every engagement.

Bookings dashboard showing consulting agency project meetings and sessions.

03

Boost consulting agency operations

Standardize your consulting agency workflow for every project and client.

04

Reduce errors

Automation prevents double bookings and missed meetings.

Branded consulting agency communication template for meeting reminders.

Key features for consulting agencies

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.

See how workflows keep your scheduling on track

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

How can Cal.com improve my consulting workflow automation?

Automate reminders, reduce manual work, and ensure every client touchpoint is professional.

Can I customize workflows for each consulting project?

Yes, set unique triggers and actions for different projects or services.

Does Cal.com help with consulting agency best practices?

Yes, standardized workflows support industry best practices and consistency.

Can I self-host Cal.com for my consulting agency?

Yes, you can self-host for data control and compliance.

Will Cal.com integrate with our current tools?

Yes, Cal.com offers API-first integrations for major CRM, email, and project platforms.

Is Cal.com secure for consulting agency operations?

Yes, with self-hosting and enterprise-grade security options.

Can I automate group sessions or recurring meetings?

Yes, easily automate workflows for group events and recurring meetings.

How can Cal.com improve my consulting workflow automation?

Automate reminders, reduce manual work, and ensure every client touchpoint is professional.

Can I customize workflows for each consulting project?

Yes, set unique triggers and actions for different projects or services.

Does Cal.com help with consulting agency best practices?

Yes, standardized workflows support industry best practices and consistency.

Can I self-host Cal.com for my consulting agency?

Yes, you can self-host for data control and compliance.

Will Cal.com integrate with our current tools?

Yes, Cal.com offers API-first integrations for major CRM, email, and project platforms.

Is Cal.com secure for consulting agency operations?

Yes, with self-hosting and enterprise-grade security options.

Can I automate group sessions or recurring meetings?

Yes, easily automate workflows for group events and recurring meetings.

How can Cal.com improve my consulting workflow automation?

Automate reminders, reduce manual work, and ensure every client touchpoint is professional.

Can I customize workflows for each consulting project?

Yes, set unique triggers and actions for different projects or services.

Does Cal.com help with consulting agency best practices?

Yes, standardized workflows support industry best practices and consistency.

Can I self-host Cal.com for my consulting agency?

Yes, you can self-host for data control and compliance.

Will Cal.com integrate with our current tools?

Yes, Cal.com offers API-first integrations for major CRM, email, and project platforms.

Is Cal.com secure for consulting agency operations?

Yes, with self-hosting and enterprise-grade security options.

Can I automate group sessions or recurring meetings?

Yes, easily automate workflows for group events and recurring meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Start automating your consulting workflow

See how Cal.com can help your agency save time and deliver better client experiences.