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Professional Services

Less admin, more counsel.

As a solo consultant or small firm, you spend 30 to 40% of your time on scheduling, follow-up and document dispatch. We automate this in Superchat.

Does this sound familiar?

Three pain points we hear every day.

Scheduling takes forever

4 to 5 email rounds until both calendars line up.

Documents before workshop manual

Participant list, pre-reading, meeting link: sent by hand every time.

Follow-up actions forgotten

After the workshop: who does what by when? Protocol sits in Drive, nobody reads it.

Solution

How we solve it with Superchat.

Appointment booking via calendar link

Client asks "appointment?" → bot delivers Cal.com / Calendly link with your free slots.

Pre-workshop sequence

72h + 24h before workshop: agenda, meeting link, pre-reading, reminder.

Follow-up action tracker

After workshop: "Your next steps: 1., 2., 3." as WhatsApp. Weekly check-in whether done.

Typical setup

What we actually build for Consultant & Coach.

  • Calendar-link integration
  • Pre-workshop sequence
  • Follow-up action tracker
  • HubSpot / Pipedrive CRM connection
Frequently asked

Questions Consultant & Coach businesses often ask.

Is this also suitable for systemic coaches?

Yes, especially: personal check-ins are a core part of the coach relationship and can be supported with structured messages.

Can I send assessment forms?

Yes, as a link to an external tool (Typeform, Google Forms). Response is reported in Superchat.

30-minute check for Consultant & Coach businesses.

We review your current setup and tell you honestly whether Superchat fits, which flows bring the most value, and what it costs, including Meta fee clarification.