A cleaner journey from enquiry to booked consultation.
ViralDesk helps consultants and coaches capture leads, send prep questions, book calls and follow up prospects without relying on scattered notes.
Consultation pipeline — Kate Harris Coaching
David Chen
Prep questionnaire sent
2h ago
Laura M.
Consultation booked · Tomorrow 10:00
1d ago
James K.
Proposal sent · Follow-up due
4d ago
Sophie A.
Post-call follow-up sent
5d ago
Tom R.
Reactivation sent · 90 days idle
1w ago
Where consultants and coaches lose potential clients.
Enquiries sitting in email
Potential clients contact you through email, LinkedIn or a contact form — but without a system, responses are inconsistent and follow-up rarely happens.
Slow or complicated booking
Back-and-forth to find a suitable time creates friction that can lose momentum before the consultation even starts.
No structured follow-up for proposals
Sending a proposal and waiting is rarely enough. Most prospects need a clear, timely follow-up to move forward.
No system for reactivating cold leads
Leads that went quiet three months ago are often still warm — but without a reactivation process, they stay cold.
From enquiry to consultation.
Enquiry received
Via website form, email or direct message.
Enquiry captured in ViralDesk
Lead record created with source and contact details.
Confirmation and booking link sent
Automatic reply with next steps and a calendar link.
Prep questions sent
Once booked, an automated message sends prep questions or context requests.
Reminder sent
Video call link and brief agenda sent 24 hours before the consultation.
Follow-up sent after the call
Summary, next steps or proposal link sent within 24 hours.
What happens after a proposal is sent.
Proposal sent
Stage moves to "Proposal sent" in the pipeline.
3-day follow-up
"Just checking you received the proposal — happy to answer any questions."
7-day follow-up
"Wanted to check in — are you ready to move forward or would a call help?"
Decision made
Stage updated to "Won" or "Not proceeding" — either way, the lead is tracked.
Testimonial or review request
Sent after the first milestone or completed programme.
Automations built for consultants and coaches.
Consultation booking flow
Enquiry capture, confirmation and calendar link — all automatic.
Prep questionnaire
Sent after booking to gather context before the session.
Pre-call reminder
Call link and agenda sent 24 hours before.
Post-call follow-up
Summary or proposal link sent within 24 hours.
Proposal follow-up sequence
Timed follow-ups after the proposal is sent.
Reactivation campaign
Timely message to leads who went quiet after 60–90 days.
DIY Essentials or Business Builder.
DIY Essentials is a practical start if you need consultation booking and basic follow-up in place. Business Builder adds proposal follow-up sequences, advanced automation and reporting — useful as your client pipeline grows.
Turn more enquiries into booked consultations.
ViralDesk handles the booking flow, prep questions, follow-up and reactivation so you can focus on the work.