Turn a business enquiry into a clearly managed engagement.
Explore how a consulting enquiry can move through qualification, scheduling, proposals and follow-up — with a clear next step for the client and the firm.
Fictional clients, consultants and engagements. No real session, proposal or payment is arranged through this demo.
Try the interactive demo
Browse the sample sessions, arrange a standard session or discuss a custom project as a prospective client would, then switch to Firm View to see how the same request would appear to the consulting team.
4 sample sessions · QUES Consulting (reference business — fictional demo records)
Business Strategy & Growth
Clarify your direction and turn your goals into practical priorities.
US$150 · 60 min
Financial Planning & Cash Flow
Understand your numbers and the financial demands of your next move.
US$225 · 90 min
Operations & Process Improvement
Find recurring bottlenecks and build clearer ways to work.
US$225 · 90 min
Performance Reporting & Advisory
Make your reports more useful and keep your priorities in view.
US$175 · 60 min
Have a larger project?
For broader strategy work, financial modelling, implementation, or ongoing advisory — tell us what you need and we'll scope a proposal.
What happened automatically
Nothing has happened yet — share your enquiry to see this fill up.
What is being demonstrated
This demo shows how a consulting firm can qualify enquiries, schedule standard sessions or scope larger projects, and run a bounded follow-up sequence. Preview Mode uses fictional records and message previews. The same interface is being prepared for a later n8n connection.
The business problem
High-value enquiries can go cold while manual scheduling and proposal work competes with client delivery. Standard sessions and larger projects need different handling, and without a system, follow-up either stops too soon or never stops at all. A connected process gives each enquiry an owner, the right path, and a clear next action.
The intended journey
- 1
Share enquiry details
A short form captures the service or project, preferred time and fictional contact details — no back-and-forth needed.
- 2
Assign a consultant
The enquiry is routed to a suitable consultant using documented service rules.
- 3
Schedule or scope the work
A standard session is scheduled directly; a larger project moves to a proposal instead.
- 4
Confirm the engagement
A session is confirmed after sample payment; a proposal is accepted, declined or revised.
- 5
Deliver the session or project
Attendance and a written summary are recorded for sessions; a kickoff is scheduled for projects.
- 6
Run a limited follow-up
A short, finite follow-up sequence runs until the client responds, cancels or opts out — never indefinitely.
What would this journey look like for your firm?
This sends a real enquiry to WALKFLOW — separate from the sample journey above, which sends nothing.