Nuria Marco, a psychologist and clinical hypnosis specialist in Barcelona, set one condition: no discovery calls, no calls of any kind. We built a flow that does that work for her. Whoever asks for an appointment fills in a prequalification form and Nuria sees whether she can help; if she can, they get a message explaining that the method can work for their case, the offer and the payment options, with follow-ups if they go quiet.
In her words: "Since I started with HAKI I have a longer waiting list, a more consolidated schedule and higher-quality clients."
At Brain Football, a football academy in Granollers, every enrolment, booking or order from families travels to Airtable through Make and triggers the right email, and the team sees which families haven't booked in a while so it can write to them before losing them.