We manage the first impression and handle all screening before clients get to you.
Focus on consultations, not screening calls
Pre-qualified clients ready to move forward
Professional first impression for every client
Everything you need to ensure every consultation is productive, profitable, and perfectly prepared.
Our trained VAs conduct thorough phone or video screening calls to assess client readiness, goals, and fit before booking appointments on your calendar.
Custom eligibility criteria ensure only qualified prospects make it to your calendar. We filter out tire-kickers, budget shoppers, and poor-fit clients.
Detailed client profiles with goals, concerns, budget range, and timeline delivered before every consultation so you can personalize your approach.
"Every consultation feels like it's with a client who's already half-sold."
â Healthcare Professional
Our pre-consultation management system transforms the way healthcare professionals connect with their clients.
No more hours spent on phone screening calls. Our VAs handle the initial conversations, filter out unqualified leads, and only present you with clients ready to move forward.
Every consultation is productive because clients are pre-qualified, motivated, and have realistic expectations. You walk into each meeting knowing it's worth your time.
Professional, attentive service from first contact creates trust and confidence. Clients feel valued and understood before they even meet you.
Lead reaches out, we respond professionally within hours
We qualify, educate, and build excitement for your services
You meet a prepared, excited, qualified prospect
"I show up to each consult knowing the client's goals, history, and limitations."
"My conversion rate went from 60% to 90% because now I only see people who are genuinely interested and financially qualified."
"Every consultation feels purposeful now. Clients come prepared with questions and are excited to get started."
Join hundreds of healthcare professionals who never waste time on unqualified prospects again.