Playbook

Consultation booking

Turn interest into premium consultation appointments and keep the follow-up polished.

Trigger

Consultation request

Starts when a lead requests pricing or a consult.

Action

Qualify and book

Offer times, confirm interest, and route the appointment.

Approval

Review sensitive claims

Escalate any language that needs careful handling.

Result

Booked consultation

Measure success by consultation bookings and rebook rate.