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Strategy · for consultants and experts

Diagnostic

The journey from “how much is it?” to a booked consultation.

A quiz qualifies the client before the conversation, a personal result opens the conversation, and the consultation books itself. You get on the call with a warm client, already knowing their answers.

Walk the journey as your client Is this your strategy? · 3 minutes →
How the journey works

The whole route, on one graph.

Step · Visit

The client arrives

From ads, a profile, or a referral — onto a page with one action.

Step · Quiz

Names their problem

A few questions instead of “just DM me”. The answers stay in the system.

Step · Result

Gets a breakdown

A personal result page: their situation, named and explained.

Step · Booking

Picks a time

A slot, a confirmation, and a reminder — no back-and-forth.

Step · Consultation

Arrives warm

You know their answers before the conversation. Price comes up in the context of their problem.

Emails

The emails are already written.

Email 01 · right after the quiz
Your diagnostic result
A breakdown of the answers and an invitation to pick a consultation time.
Email 02 · after booking
Your meeting is confirmed
Date, time, the link, and what to prepare for the conversation.
Email 03 · before the meeting
Meeting reminder
The same link the day before and an hour before the meeting — so the meeting happens.
Email 04 · if no booking happened
Back to your result
A gentle return to the breakdown and the open slots — no pressure.
Every email is readable in advance and editable
Live Preview

Walk the journey as your client.

Every page of the strategy opens live, no sign-up: take the quiz, read the result, see the booking. You judge finished work, not a promise.

In the product: an interactive walkthrough of every page
preview · diagnostic
How do clients find you?
Ads and social media
Referrals
Search and content
Next →
Data

What you learn about every lead.

Quiz answers
The client’s problem, situation, and context — stored on the lead, visible before the call.
Qualification
Whether the client is a fit — by rules you define; branching sends each one down their own route.
Position on the journey
Where each person is right now: finished the quiz, reading emails, booked, attended — a live graph.
Adaptation

The strategy is already built — what’s left is to make it yours.

Already built
  • Journey pages: quiz, result, booking confirmation
  • Emails: result, confirmation, reminders, return
  • Logic: branching on answers, waits, qualification
  • Booking: slots, confirmation, rescheduling
  • Connections: everything wired into one visible graph
Yours
  • Product and offer — what you sell
  • Voice — the copy is yours to edit
  • Domain and email sender
  • Schedule — your slots and windows
  • Traffic — where your clients come from
Who it’s for

Built for people who sell through conversation.

A fit

Consultants, experts, lawyers, financial advisors, and brokers — anyone whose sale starts with a conversation, and whose enquiries arrive as unqualified DMs.

Not a fit

If your sale doesn’t need a conversation, look at Booking, E-commerce, or Subscription — the library has a strategy for your model.

When the journey works

What your journey becomes.

Nearby in the library

If your case sounds different.

Booking

When qualification isn’t needed — just a slot, a confirmation, and reminders.

Lead Magnet & Tripwire

When a client needs warming up with material first — and the conversation comes second.

Check whether this is your strategy.

A three-minute diagnostic — your journey breakdown and a personal access code at the end.

Take the diagnostic · 3 minutes ← The full library