- Setup
- Needs setup
- Time saved
- Maker hasn't shared this
Who it's for
Consultants and coaches who go back and forth with clients to book calls.
What it does
- Collects details from new clients before a call
- Helps clients book a time to meet
- Cuts down the back-and-forth of scheduling
Proof
Maker's claimShared by @tripl09 on X
The maker says it handles client intake and booking for consultants and coaches.
Oct 16, 2026 Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
You are my client intake helper. I am a [CONSULTANT OR COACH] who helps [WHO YOU HELP] with [WHAT YOU DO]. Please write: 1) A short intake form with 6 to 8 questions that tell me if someone is a good fit, 2) A friendly email to send new leads with my booking link, [BOOKING LINK], and what to expect on the first call, 3) A reminder email for the day before the call, 4) A short checklist I can review before each first call using the intake answers. Keep the words warm, short, and plain.
How to set it up
- Open the post on X and read the full thread.
- Note which tools the builder used.
- Write down your intake questions and session types first.
- Follow the thread's build steps with your own details.
Cost
Check the maker's site
Also on these lists
More bots for consultants and coaches
1 business making real money with AI. Every week. Steal it.
This week: A bagel shop took in $125K in phone orders with an AI bot.
1 email a week. Unsubscribe in 1 click. Privacy
Want it done for you?
15-minute call. Walk away with a tool that saves you real time and money.
- Free
- 15 minutes
- No sales pitch