Nothing to re-type
Answers, notes and the next action sit on one record from the first question.
Use case
From AI assessment to client
A visitor answers a few questions in chat, quiz or voice. The KPIs surface, strategies match, follow-up runs — and the consultation lands on your calendar with reminders.
SM
Sofia Marchetti
Consultation bookedExecutive
Website form
Coach
Follow-up call
Activity historyAll
- New inquiry received
- Intro email sent
- Consultation booked
- Reminder SMS scheduled
- Follow-up call task
SM
How it works
From a two-minute assessment to a paying client.
One example — the shape stays the same, the details are yours to set.
- 1
The visitor answers
Chat, quiz or voice — a real conversation instead of a form, and every answer lands on the contact record.
- 2
KPIs surface, strategies match
The assessment surfaces the business KPIs; matched strategies come back with projected impact — clearly labelled as projections.
- 3
Follow-up starts on its own
The intro email goes out when the inquiry lands. No reply after two days, the SMS follows.
- 4
Consultation to engagement
The booking comes with confirmations and reminders; a proposal and an invoice with a pay page take it from there.
What you get
Built for how you actually work.
Matched, not generic
Strategies come from a library matched to the KPIs — projections stay labelled.
Rules do the chasing
An inquiry starts the email; silence gets the SMS — all event-triggered.
A clean handover
Booking, proposal, invoice and portal run on the same record the assessment created.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the assessment run on your own leads.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.