SchedulingCoach / consultant
Meeting prep questionnaire
Prep questions by email, the client in Airtable, a reminder before the call. Free to use and change.
The command
“When someone books a session on Calendly, email them three preparation questions from Gmail, add them to my Airtable clients table, and remind me on Telegram one hour before the session.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Session prep notes
Your last notes and three questions on Telegram before each session.
Session notes to follow-up
Notes after a session become a follow-up email draft and a Notion log.
High-value client alert
Big payments get an urgent alert and a CRM flag; the rest a thank-you.
New client welcome pack
Paid clients get a welcome email with a booking link; you get a prep task.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.