Consulting

Appointments are scheduled.
Few are ready.

The pre-read may not be done. The questionnaire may not be in.

As your appointment preparation agent, Treffa nudges clients on questionnaires and pre-reads — so you start in the work, not catching them up.

The problem

Clients arrive without completing the pre-read or questionnaire

The first fifteen minutes of a billable appointment spent catching up

The appointment starts fifteen minutes behind

Some rough numbers

Incomplete questionnaires, missing information, and early minutes burned catching clients up before the real work even starts.

That's still booked time quietly disappearing every week.

What might that add up to for you?

12
20%
15 minutes

Weekly, from those sliders

2.4 under-prepared starts per week × 15 min each → ~0.6 hrs/week

Roughly, from what you entered above:

€468 per month

0.6 hours per week

125 appointments per year that start with you catching them up

Qualifying segment types

Independent consultants (strategy, management, operations)Financial advisors and wealth managersExecutive and leadership coachesBusiness advisors and fractional executivesCoaches and trainers with recurring client programmes

How Treffa solves this

Treffa plugs into your calendar, so the booking flow you already use becomes a preparation flow too. Your client shows up ready. You start where you should — at the work.

Define requirements per appointment type

Set exactly what each type of appointment needs: pre-read acknowledged, questionnaire completed, relevant files uploaded. Different requirements for discovery calls, strategy reviews, and check-ins.

Automated client reminders

Treffa chases the client via email, SMS, or WhatsApp so you don't have to. Reminders escalate as the deadline approaches. The deadline isn't optional.

Preparation confirmed before the appointment

You see preparation status before the appointment starts. If something's still missing, you decide: proceed, reschedule, or resolve. The decision is yours and it's logged.

Example

A consultant books a quarterly review appointment with a client. Treffa sends the client a preparation link: complete the reflection questionnaire, share the agreed update, confirm three priorities. Two days before, the questionnaire isn't in — Treffa sends a reminder. The day before, it escalates. Everything is submitted by morning. Before the appointment, the consultant receives a briefing: questionnaire summary, themes from last time, the client's three priorities. The appointment starts where it should — at the work, not the catch-up.

Make yours ready.