Industries · Financial advisor, broker
Consultations by appointment, online too
The first assessment takes longer, signing the contract is quicker. Online or in person - the calendar handles both.
30-90
min
online
too
min. 24h
lead time
Different length per consultation type
Online sessions with a call link
Pre-appointment details collected
What it solves
Preparation is work time too
Length by type
First assessment, offer discussion, contract signing - each takes different time.
Online consultation
As a separate service, with the call link included.
Lead time
Enough time to put the offer together.
Pre-appointment details
Goals and budget - so the first minute isn't spent on intake.
Typical setup
One advisor, many clients
The appointment protects the client's time - and yours too.
First assessment60-90 min
Longer, exploratory conversation.
Offer discussion45 min
After preparation.
Contract signing30 min
Short, administrative.
Online session30-60 min
Same calendar.
Lead timemin. 24 hours
To put the offer together.
FAQ
Questions for advisors
Types, online, preparation.
Like the AI chatbot?Get one just like it for your own business.Yes, each one is its own service, with its own time.
Yes, the call link goes into the notification.
Yes, with a minimum lead time.
Yes, with custom questions - only what you actually need.
Each one is a separate resource, with their own calendar.
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