No more chasing leads.
Let clients book their
discovery call.
Prospects book a discovery call directly on your calendar. They fill out a brief intake form. You walk into every call knowing their goals, budget, and timeline — ready to close.
Book a Discovery Call
30 min · Business Strategy · Free
What are you working on?
Available times
What's your biggest challenge right now?
A quick summary helps us prepare...
Discovery call booked
Google Meet link sent · Brief received
A slicker pipeline from stranger to client.
Share your booking link
Drop it in your email signature, LinkedIn, or website. Prospects click and book without back-and-forth.
Prospect fills intake brief
They describe their challenge, goals, timeline, and budget. You know what you're walking into.
Google Meet call
Meet link auto-generated and sent in the confirmation. No more hunting for links or sharing manually.
Send proposal via portal
After a successful call, upload the proposal to the client portal. They review and sign off. Job done.
Everything you need to
run a tight consulting pipeline.
Discovery Call Booking
Prospects book directly onto your calendar. Choose engagement type, fill a brief, and get a Google Meet link — zero friction.
Pre-Call Intake Briefs
Custom questions per engagement type. Capture business goals, budget, timeline, and current challenges before the call.
Google Meet on Every Call
Every virtual call auto-generates a Google Meet link sent in the confirmation email. No manual scheduling links needed.
Proposal & Document Portal
Share proposals, reports, and deliverables securely through the client portal. Clients review and respond in one place.
Prospect & Client CRM
Every booking becomes a lead in your CRM. Track where each prospect is in your pipeline and follow up faster.
Secure Messaging
Message clients directly through the platform. No more sifting through email threads to find the last thing you agreed on.
Any advisory business. Any niche.
Business Consultants
Financial Advisors
Executive Coaches
Marketing Consultants
HR Consultants
IT Consultants
Management Consultants
Sales Coaches
Leadership Coaches
Fractional CFOs
Brand Strategists
Operations Advisors
One plan. No surprises.
One new client from a booked discovery call covers this for months.
Advisor Plan
- Discovery call & meeting booking
- Pre-call intake brief forms
- Google Calendar sync
- Google Meet links on every call
- Client portal with document sharing
- Secure client messaging
- Prospect & client CRM
- Unlimited bookings per month
- Setup support included
30-day money-back guarantee. Cancel anytime.
Common questions
Yes. You can configure multiple meeting types, each with its own duration, intake questions, and availability windows. Prospects select the right type when they book.
Yes. The client portal lets you upload any file — proposals, reports, contracts, slide decks. Clients log in to view and download them securely.
Yes. You can add multiple users, each with their own Google Calendar connection and booking schedule. Useful for consulting teams or practices with multiple advisors.
When a prospect books a call, they fill in your intake form — typically: company overview, challenge, goals, budget range, and timeline. This lands in your dashboard alongside the booking so you're prepared before the call.
Not entirely — it is a lightweight CRM focused on bookings, leads, and client communication. If you use a full CRM, smbgen works alongside it as your client-facing intake and portal layer.
Most consultants are live in under an hour. Connect Google Calendar, configure your meeting types and intake questions, share your booking link. Setup support is always included.
Your next client
could book this week.
Book a 20-minute call and we'll configure your discovery call flow, intake brief, and client portal — ready to share with prospects the same day.
$79/month · Cancel anytime · Setup included