CONSULTANTS & MOBILE SERVICES

STRUCTURE EVERY CLIENT JOURNEY

Auto-Admin replaces manual scheduling and chasing with predictable workflows. Turn conversations and site visits into organized, booked engagements without the operational drag.

Full visibility · No spreadsheets

Auto-Admin UI showing clear scheduled workflow pipeline for consultants

DESIGNED FOR CONSULT-LED BUSINESSES

WHY CONSULTANTS USE AUTO-ADMIN

Auto‑Admin standardises how enquiries move through your business so every client knows what happens next—without extra emails, calls, or manual tracking.

BOOKING ROUTING

Route enquiries seamlessly by service type, location, or team member to ensure immediate assignment.

HYBRID APPOINTMENTS

Centralise virtual, in-person, and hybrid session scheduling into one predictable interface.

AUTOMATED FOLLOW-UPS

Deploy precision reminders and confirmations to eliminate manual chasing and no-shows.

CLEAR PIPELINES

Maintain full visibility over client progression from initial discovery to ongoing retainer work.

CLIENT JOURNEY WORKFLOWS

Discovery-First Workflows

Initial enquiry to discovery call

Pre-qualification questions

Automated follow-up messaging

Proposal or next-step booking links

On-Site & Mobile Services

Site visits and assessments

Travel-time and location-aware scheduling

Minimum call-out rules

Multi-day or staged engagements

Ongoing Consultancy & Retainers

Recurring bookings and review sessions

Automated check-ins

Retainer renewal prompts

Client reactivation for paused accounts

AUTOMATION THAT DRIVES CONSISTENCY

FASTER RESPONSES

  • Instant replies to new enquiries
  • Booking links sent automatically
  • Reduced back-and-forth

CLEANER PIPELINES

  • Every client tracked from enquiry to completion

  • Clear status and next-step visibility

  • Fewer missed follow-ups

  • Customer Relationship Management

    Store notes, proposals, communication history and client activity in one organised system.

STRONGER RETENTION

  • Automated review prompts
  • Follow-up reminders
  • Win-back campaigns for inactive clients

Lead Capture & Qualification

  • Capture enquiries from your website and social media channels.

  • automatically qualify prospects

  • route into the correct workflow.

STOP CHASING PROSPECTS

Many consultants and service providers lose opportunities because follow-ups are delayed, forgotten or handled inconsistently.

Auto-Admin helps automate:

  • New enquiry follow-ups
  • Discovery call reminders
  • Proposal follow-ups
  • Review meetings
  • Client check-ins
  • Reactivation campaigns

Create a predictable follow-up process without spending hours sending manual emails and messages.

Stay focused on delivering value while Auto-Admin keeps opportunities moving forward.

DASHBOARDS FOR CONSULTANTS & MOBILE TEAMS

FULL VISIBILITY WITHOUT SPREADSHEETS

DAILY VIEW

  • Today’s calls, visits, and sessions
  • Client status and priorities
  • Messages requiring action

WEEKLY & MONTHLY INSIGHTS

  • Booking volume and utilisation
  • Conversion from enquiry to engagement
  • Service performance & lead source effectiveness
  • Pipeline value and forecasting
Dashboard Interface Mockup
Pipeline Value (90 Days)
£28,500

SCALE WITH CLARITY

Built For Solo Consultants & Growing Firms

Whether you're an independent consultant, advisor, coach or growing team, Auto-Admin helps standardise client journeys and reduce operational admin.

Independent Consultants

Coaches & Advisors

Mobile Service Providers

Consultancy Partnerships

Multi-Consultant Teams

One platform to manage enquiries, bookings, follow-ups and client relationships.