For AI automation agencies, no-code freelancers & small tech studios

Stop losing leads between the discovery call and the proposal.

You automate other people's work, but your own leads still sit in DMs and spreadsheets. One link books the discovery call, shows the lead what to prepare, and keeps the proposal on your follow-up list.

Founding offer · no card needed ·

myclientflow.org/yourname

Your client picks a time

Discovery call

30 min

Free
10:00 AM10:30 AM11:00 AM12:00 PM
Confirm booking

A sample screen with made-up names. Tap a step to jump to it.

A quick look at your week with Clientflow

Four things that change for automation agencies and no-code freelancers. Swipe, tap or just watch. Names and times are samples.

Booking link

Leads pick a time from any channel

Discovery call

Mon 3:00 pm · Discovery callBooked
Tue 11:00 amOpen
Same link on LinkedIn and proposals

From discovery call to signed project, without dropped balls

Leads book, arrive prepared and get followed up. Every client has one page. Tap a tab to see it.

Discovery call

All plans

Leads pick a free slot from any channel. No messages needed.

New booking from your link

Just now

Confirmed
Lead
Agarwal Traders
Service
Discovery call · 30 min
Slot
Monday, 3:00 PM

Lead sees what to prepare before the call

Sample names and data. Not real people.

Who this is for: ai automation agencies, n8n, make & zapier freelancers, chatbot builders and more

Whichever of these you are, here is the everyday problem and what Clientflow does about it. The days described are illustrations, not customer stories.

AI automation agencies

Discovery calls start with no context.

A typical day: Fifteen minutes of every call go on asking which tools the lead uses and what they want automated.

With Clientflow: After booking, the lead sees a checklist: the tools they use today and the task they want automated.

n8n, Make & Zapier freelancers

Small projects mean many small payments to track.

A typical day: Five clients, five fees at different stages, and a spreadsheet that is always out of date.

With Clientflow: Mark each fee paid or pending per client and see everything outstanding on one list.

Chatbot & no-code builders

Proposals go quiet after a good call.

A typical day: The call goes well, the proposal waits a week, and the lead signs with someone faster.

With Clientflow: Add a follow-up to send the proposal on the client's record, so it appears with the day's tasks.

AI consultants & small studios

Monthly reviews with retainer clients slip.

A typical day: A review is due, but nobody remembers whose turn it is until the client asks.

With Clientflow: Set the next review as a follow-up. Clients can reschedule from a secure link.

Today

Setting up calls over DMs, taking notes in three places and keeping the proposal in your head.

With Clientflow

Leads book a discovery call and arrive prepared. The proposal task is waiting, and dues sit on one list.

How Clientflow helps

Features that matter for ai & automation brands

1

One booking link for every channel

The same link goes on LinkedIn, your bio and your proposals. Leads pick a time without messaging you.

2

A checklist before the call

After booking, the lead sees what to prepare: the tools they use and the task they want automated.

3

The proposal stays on your list

Add a follow-up to send the proposal on the client's record, so it shows up with the day's tasks.

4

Fees and reviews per client

Mark milestones and retainers paid or pending, and set the next monthly review as a follow-up with a reschedule link.

Also included

Set it up once. Fewer follow-up calls.

Ready-made checklists

Add the documents or things to bring once per service. Every client sees them right after booking, and in their confirmation email.

A “My bookings” page for clients

After booking, clients can save one page with their upcoming visits, past visits and pack balance. No login, no app.

Session packs

Sell or gift bundles such as 10 classes or 5 calls. Each completed visit uses one session automatically. You set the name, price and validity.

Book a discovery call the way your clients will

Pick a service, a day and a time, then see what Clientflow does for you the moment it is booked.

1. Choose a service

2. Pick a day

3. Pick a time

4. Your details

Sample only. Nothing you type here is saved or sent.

Your client’s booking

Discovery call

Day
–
Time
Pick a time
Length
30 min
Fee
Free

Only a name and a mobile number. No app to install, no password to remember.

What your clients will see

Your services, prices and free slots on one clean page at myclientflow.org/yourname. Clients book in under a minute with just their name and mobile number.

Open the sample page

Example services

  • Discovery call

    30 min

    Free
  • Workflow audit

    60 min

    ₹3,000
  • Monthly automation review

    45 min

    ₹2,000

Examples only – you set your own services and fees.

Simple pricing

The same plans for every kind of practice.

Starter

For getting your first bookings online.

₹999/month

Billed monthly

  • Public booking page – Basic, with Clientflow badge
  • Clients – Up to 100
  • Bookings – 50 / month
  • Google Calendar sync
  • Payments – Offline (mark as paid)
  • Follow-ups – Manual tasks
  • WhatsApp reminders – Email only
  • Reviews – Manual
  • Analytics – Basic counts
  • AI assistant
  • PDF quotations
  • AI receptionist on your page

For ₹500 more, Growth gives you 6× the bookings, calendar sync and online payments.

Most popular

Growth

Everything a busy solo practice needs.

₹1,499/month

Just ₹50/day – less than one missed appointment

  • Public booking page – Custom branding, no badge
  • Clients – Up to 500
  • Bookings – 300 / month
  • Google Calendar sync – 2-way sync
  • Payments – Online (UPI, cards) + offline
  • Follow-ups – Automated reminders
  • WhatsApp reminders – Email only
  • Reviews – Google review link
  • Analytics – Revenue, bookings, top services, no-shows
  • AI assistant – 50 drafts / month
  • PDF quotations
  • AI receptionist on your page

Scale

For clinics and teams that want it all.

₹3,999/month

Billed monthly

  • Public booking page – Your own domain
  • Clients – Unlimited
  • Bookings – Unlimited
  • Google Calendar sync – Multi-staff calendars
  • Payments – + Automated invoicing
  • Follow-ups – Multi-step workflows
  • WhatsApp reminders – Included, fair useSOON
  • Reviews – Automated collection
  • Analytics – Forecasting & capacity
  • AI assistant – Unlimited + smart insights
  • PDF quotations – Emailed with your UPI details
  • AI receptionist on your page – Answers and books 24x7

Prices in Indian Rupees (₹). GST as applicable.

Founding 10 offer

Be one of our first 10 businesses. Growth free for 3 months.

  • Every Growth feature free for 3 months
  • No card needed to start
  • We set up your page with you
  • Founding member badge in your dashboard

After 3 months you choose a plan at the normal price – or stay on Starter. Nothing is charged automatically.

Questions we hear from ai & automation brands

Is Clientflow an automation tool?

No. It is the booking and client-record system for your own business, so your leads, calls, follow-ups and payments live in one place.

Can I run a free discovery call and charge for the audit?

Yes. Set the discovery call at ₹0 and give the workflow audit its own price.

Do leads need to create an account?

No. They enter name, mobile and email. Nothing to download, no password.

Can it send invoices for projects?

Clientflow tracks each fee as paid or pending. On the Scale plan an invoice is created and emailed when you mark a visit done. For fixed-price projects, send your own proposal and contract.