Templates · Consultancies
Book a working session
For consultants and coaches who sell a paid first session.
Success goal
Sessions booked with people who fit, that are then held
What it asks
Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.
What are you hoping to walk away with?
What have you already tried?
What describes your situation best?
Preferred days and times
Work email
Qualification criteria
These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.
- Outcome within what the session delivers
- Situation in the consultant’s profile
What happens next
Consultant proposes times by email. A request is not a booked or held session.
What could be learned
Which requests become held sessions, recorded manually or via a future calendar connection.
Could be — not will be. Learning needs your reviews and recorded outcomes.