Turn every inquiry into a booked discovery meeting
A referral or a website visitor who asks about retirement planning is usually comparing two or three firms. The firm that offers a real time slot in the first reply tends to get the meeting. A booking page linked from your website, referral emails and email signatures replaces the back and forth of proposing times.
Each service gets its own meeting type. A 20 minute introductory call, a 60 minute planning session and a 30 minute annual review differ in length, questions and owner, so they never fight over the same hour.
Route prospects by service, asset level or specialty
A routing form asks two or three questions before the calendar appears: what the prospect needs help with, a rough asset range, or whether they are an existing client. Retirement planning inquiries reach the planning advisors, business owners reach the advisor who handles business succession, and existing clients go to their own advisor.
When several advisors cover the same service, round robin spreads new prospects evenly. Buffers, daily limits and minimum notice keep market open hours and client review days free of surprise bookings.
Qualifying questions before the first call
Custom questions collect what an advisor needs to prepare: goals, timeline, current accounts, how the prospect found the firm. The advisor opens the meeting knowing whether the fit is right. AI meeting prep briefs summarize the answers so the first ten minutes are about the plan rather than basic facts.
- Separate meeting types for discovery, planning and annual reviews
- Routing forms that qualify the inquiry and choose the advisor
- Reminders with reschedule and cancel links to cut no-shows
- Video link or office address added to every confirmation
- Prospect time zone handled automatically for clients who moved or travel
Flat pricing for the whole firm
Advisory firms grow by adding associate advisors, planners and client service staff in uneven steps, and per seat tools charge for each one. HourMeet charges per team. Starter costs $49 per month for up to 5 team members. Team costs $149 per month for up to 20 members and adds round robin, routing forms and own domain branding. Business costs $499 per month for up to 75 members and adds SSO and an audit log. Yearly billing is 50 percent lower.
A small practice with two advisors and an assistant fits Starter. A growing firm with several specialties that wants automatic routing belongs on Team.
How it works for an advisory firm
Connect each advisor calendar so only real openings show. Create a meeting type per service. Add a routing form to the contact page. Share the link on your site, in referral emails and in your signature. Confirmations, reminders and reschedules run without staff touching them.