The site will
Send appointment reminders
Every booked consultation and care assessment gets a confirmation and a reminder email, with a link to reschedule.
Reminder: your consultation From El Rapha Groups
Your appointment is coming up. Here are the details and a link if you need a new time.
[Date] [Time] [Reschedule link]
The site will
Collect documents
Request the documents each service needs, show the client a simple checklist, and keep track of what has arrived.
[Document name]Received Done
[Document name]Requested Open
[Document name]Requested Open
[Document name]After assessment Later
[Upload link] [Document list per service]
The site will
Follow up for you
Nudge anyone who started an intake but did not finish, and check in after a first meeting.
Intake started
Friendly nudge to finish
Check-in after first meeting
The site will
Route each request
Send every new request to the right business with its intake answers attached.
New request
Bookkeeping & Consulting Home Care
The site will
Capture every lead in one place
Every form, booking, and quick-start request lands in one list, tagged by business.
[New lead] Bookkeeping consultation Business
[New lead] Care assessment request Care
[New lead] Business formation question Business
The site will
Send onboarding next steps
Right after booking, new clients get a welcome email with what to expect, what to prepare, and who to contact.
Welcome and what to expect
What to prepare
How to reach your team