CRM and booking · Independent consultants
AI Booking and Scheduling Assistant for Consultants
A scheduling assistant that handles the back-and-forth of booking, rescheduling and prep for consultants who sell their time.
Stack
- Calendly
- Make.com
- Google Calendar
- OpenAI
- 01 · CalendlyBooking request
- 02 · Google CalendarCheck availability
- 03 · OpenAIIntake questions
- 04 · Make.comPrep brief and reminders
The problem
Every new client meant several emails to find a time, a separate message with the intake questions, and manual reminders. Reschedules were the worst: one change could undo a whole week.
Discovery
Before building, I mapped:
- Q1Session types, lengths and the buffer each one needs
- Q2Intake questions the consultant asks at the start of every first call
- Q3Rules for rescheduling, cancellations and no-shows
The idea
Let one assistant own the calendar conversation. It books from real availability, collects intake answers before the call, and summarises them so the consultant walks in prepared.
How it runs
- Step 1
A client books or asks to book; the assistant offers times that respect buffers and focus blocks.
- Step 2
After booking, the client receives the intake questions in plain language.
- Step 3
OpenAI turns the answers into a one-page prep brief for the consultant.
- Step 4
Reminders go out before the call; reschedule links keep everything in sync with Google Calendar.
What the client got
- Make.com scenarios
- Booking pages and rules
- Intake and prep-brief prompts
- Handover notes
Next build
Next build · CRM and bookingAI CRM Automation for Sales TeamsHand me the busywork.
An automation, a GoHighLevel setup, an AI agent, a connected system or a batch of AI ads. Tell me what slows you down and I will tell you how I would fix it.