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For consultants & advisors

Advise the client, not the calendar

Business, marketing, strategy and HR consultants sell their time and their judgement. This is a week where booking that time, and getting paid for it, looks after itself.

✓ Free 1-on-1 onboarding✓ Free plan available✓ Cancel anytime
MO Marcus Obi · Northwind ● 32:18 You
MuteCameraEnd call
LAST MEETING · 5 MAR

Pricing review agreed. Draft the Q2 hiring plan before next call.

AI NOTES · DRAFT

Hiring plan: 2 senior roles, Q2. Marcus to confirm budget.

Saved a moment ago · only you can see this
✓Retainer renewedCharged by card · monthly
Tuesday, 8am

Four emails to book one call

A prospect wants a discovery call. You send three times, they suggest a fourth, the agreement goes out as a PDF to sign and scan, and the retainer invoice leaves from a separate tool at month end. The advice takes an hour. Arranging it takes a week.

By emailMyWellOps
EMAIL 1Three times offeredNone of them work
EMAIL 2A fourth suggestedYou check your calendar again
EMAIL 3Agreement as a PDFPrinted, signed, scanned
EMAIL 4The video linkSent separately, found later
MONTH ENDThe retainer invoiceFrom another tool
Four emails and a week. For an hour of advice.
Where the week goes

The admin you can’t bill for

The work around the work — none of it on an invoice.

Scheduling by email, three times over
Agreements sent as PDFs, returned as scans
Chasing the retainer at month end
Hunting for the file a client sent last month
Booking

Prospects book the call themselves

A free discovery call and paid sessions on your booking page, with your real availability. Press Book and watch what follows — no fourth email.

HARPERADVISORY.MYWELLOPS.COM
Discovery call · 30 min · free
Tue 11:00Wed 09:30Wed 15:00Thu 10:00
Paid strategy sessions sit on the same page
Book Wed 09:30
1Confirmation sent
Carries the video link — no fourth email
2On your calendar
Only real availability was ever offered
3Agreement to sign
You send it from your library; they sign in their portal
4Unsigned? Chased
By email, so you don’t have to
MO Marcus Obi · Northwind ● 32:18 You
MuteCameraEnd call
LAST MEETING · 5 MAR

Pricing review agreed. Draft the Q2 hiring plan before next call.

AI NOTES · DRAFT

Hiring plan: 2 senior roles, Q2. Marcus to confirm budget.

Saved a moment ago · only you can see this
The meeting

Notes you only have to check

Meetings run on MyWellOps' own video in the browser. With your client's consent, AI Notes records the call and drafts the write-up for you to review before it goes on their record. Files you share sit in their portal, not an email thread.

Month end

Retainers that renew themselves

Put a retainer on a subscription billed monthly, quarterly or yearly, or sell a block of sessions as a bundle. One-off sessions are invoiced when booked, and clients pay by card from the email or their portal.

Northwind Ltd · advisory retainer
Subscription · renews on its own
MonthlyQuarterlyYearly
Charged by card · renews 1 Apr£1,800
1 Mar · monthly retainer£1,800Paid
1 Feb · monthly retainer£1,800Paid
1 Jan · monthly retainer£1,800Paid
No month-end invoice to write. Renews on its own.
What stays yours

The thinking, the advice and the relationship. MyWellOps books the time, files the paperwork and collects the fees.

Your first week

Set up with a person, not a manual

Every plan, the free one included, starts with a 1-on-1 call. We set up your services, availability and booking page with you — so the first client who books is booking into a practice that already works.

✓Free and paid services
✓Agreements from the library
✓Booking page, live

The glue work, handled

Booking, agreements, retainers, notes and invoices run themselves. You sell your judgement, not your calendar.

Booking pageAgreements to signRetainersAI NotesInvoicing

Real practitioners. Real results.

★★★★★

“The coaching session changed how I view my practice. I've increased my revenue by 30% while working fewer hours.”

Individual result. Outcomes vary by practice.
SSarah T.
Psychotherapist, UK
★★★★★

“Finally, a system that doesn't feel like it's designed for a hospital. It's clean, fast, and my clients love it.”

JJames R.
Counsellor, SA
★★★★★

“The GDPR compliance features take a huge weight off my shoulders. I can focus on my patients again.”

DDr. Priya M.
Clinical Psychologist

Frequently asked questions

Something else? Book a 20-minute demo.

Can I offer a free discovery call?−

Yes. Services can be free or paid, so a discovery call can sit next to your paid sessions on the same booking page.

Can clients sign agreements online?+
Can I bill a monthly retainer?+
Does AI Notes work with Zoom or Teams?+
Can I try it before I pay?+

Advise the client. Not the calendar.

Start free. Set up on a call with us.