Consultation Booking Process

End-to-end workflow for managing professional consultation bookings from initial inquiry through follow-up

Objective

Streamline consultation scheduling and delivery while ensuring quality client experience and proper documentation

Participants (3 roles)

clientCoordinator: Client Coordinator
consultant: Consultant
businessDevelopment: Business Development

Input

Client inquiry for professional consultation services

Output

Completed consultation with summary and follow-up actions

Process Flow

100%
flowchart LR
    node0["Inquiry Received"]
    node1["Qualify Client"]
    node2["Schedule Consultation"]
    node3["Prepare Meeting"]
    node4["Consultation In Progress"]
    node5["Follow-up"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

3-5 days

Avg. Completion Time

30-50 consultations

monthlyVolume

40-50%

conversionRate

4.5/5

clientSatisfactionScore

Stages Overview

100%
PROPERTIES
STAGE 1
Inquiry Received
STAGE 2
Qualify Client
STAGE 3
Schedule Consultation
STAGE 4
Prepare Meeting
STAGE 5
Consultation In Progress
STAGE 6
Follow-up
Stage Owners
Client Coordinator
Consultant
Client Coordinator
Consultant
Consultant
Consultant
Stage Workers
Consultant
Business Development
-
-
-
-
-
Duration
2 hours
4 hours
1 day
2 hours
Variable (30 min - 8 hours)
1 day
Output Fields
• Inquiry Source*
• Service Type*
• Initial Requirements*
• Qualification Status*
• Conflict Check*
• Estimated Hours
• Schedule*
• Meeting Type*
• Duration*
• Client Documents*
• Agenda Prepared*
• Pre-Meeting Notes
• Meeting Output*
• Action Items
• Client Satisfaction*
• Consultation Summary*
• Follow-up Required*
To-dos
• Log inquiry details in CRM
• Send acknowledgment to client
• Review the inquiry details
• Perform conflict-of-interest check
• Coordinate availability with client and consultant
• Send confirmation email with details
• Review client background and documents
• Prepare consultation agenda
• Conduct consultation meeting
• Address client questions and concerns
• Prepare consultation summary report
• Send follow-up email with recommendations

Automation Rules

Automation 1: Custom Automation

If stage_entry, Then send notification to client with message: "Thank you for your consultation inquiry. We will review and respond within 24 hours."

Automation 2: Custom Automation

If stage_overdue, Then escalate to Consultant with message: "Consultation scheduling delayed - please prioritize"

Workflow Summary

Total Stages

6

Total To-dos

12

Output Fields

17

Automations

2