# Book a working session template — Formwink

> Book a working session: a form template for Consultants and coaches who sell a paid first session.

Source: https://formwink.ai/templates/book-a-working-session

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

[Use this template](/beta)

## What it asks

Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.

- 1 What are you hoping to walk away with?
- 2 What have you already tried?
- 3 What describes your situation best?
- 4 Preferred days and times
- 5 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.

## Other templates

[Consultancies Client intake form Reviewed qualified intakes per visitor](/templates/client-intake-form-template) [Studios & agencies Studio project inquiry Reviewed qualified inquiries per visitor](/templates/agency-client-inquiry) [Studios & agencies Website project brief Briefs complete enough to scope without a discovery call](/templates/website-project-brief)

[Use this template](/beta) [All templates](/templates)