For consultants: from discovery call to selling the service
Someone buying consulting wants to trust you first: to see your expertise and to have a discovery call where they can describe their problem. The “Consultant” role in the Setup Wizard sets up this path: a free guide, a discovery call and a consulting service page.
Updated: October 3, 2026
What gets set up for the Consultant role
- 1
Free guide and its page
A short guide specific to your industry; those who download it join your list.
- 2
5-email warm-up series
A series that explains your approach and invites them to a discovery call.
- 3
Free discovery call
A 20-minute session type; the prospect picks a time from the calendar.
- 4
Consulting service page
A paid 60-minute consulting session or your service package, with payment included.
When working with corporate clients
Invoicing
If you connect your Paraşüt account, e-Arşiv invoices can be created automatically for your sales; or you can issue them in your own accounting software.
Bank transfer
Companies mostly pay by bank transfer; you approve the order from the dashboard, and access and automations start at that moment.
Team
On the Girişimci plan and above, you invite team members and assign roles; sensitive areas such as payments and refunds are open only to the account owner.
CRM
Each person’s source, meetings and purchases in a single record.
Frequently asked questions
How do I limit the discovery call?
In the session type you set the duration, available days and hours, earliest and latest booking, total capacity and an approval rule; you can make it paid or free.
Can I sell in installments?
Card payments are processed in the iyzico or PayTR account you connect; installment options depend on the terms the payment provider offers.