Use a free intro to test fit, frame the problem, and decide whether a paid session or project scope is worth it.
ConsultaUse cases
When to use Consulta
Use cases help clients and consultants choose the right Consulta path before booking. The product is more than a calendar link: it is a practical loop for discovery, paid advice, preparation, video handoff, policy actions, and later WhatsApp/payment automation.
Use a paid session when you need focused expert time, prep review, implementation advice, or a decision path.
Use the same Consulta rails for future workshops, retainers, WhatsApp follow-up, and reusable Silvatech service flows.
Free fit call
A free intro is the right path when the client needs a first conversation, not a full solution. It should quickly clarify the problem, expected outcome, urgency, and whether a paid working session is the next step.
- Useful for AI/automation fit checks, software project scoping, and deciding whether Cristian or another consultant is the right match.
- Confirms without checkout when the consultant has the free intro enabled.
- Still creates a real booking pass, Beam handoff, calendar options, and recovery path.
Paid expert session
A paid expert session is the best path when the client needs focused analysis, implementation direction, architecture review, workflow design, or a concrete next-step plan.
- The client should bring context, links, screenshots, data, or constraints before the call.
- Paid sessions use configured durations and BZD rates from the consultant offer data.
- The booking confirms only after server-side payment proof, not a browser return page.
Business automation discovery
Consulta should support the Belize reality that many projects start as a practical business problem: lost leads, manual WhatsApp follow-up, double-booking risk, slow payments, or unclear service packages.
- Use the booking intake to describe the operational problem and current tools.
- Use the session to identify automation opportunities before building custom software.
- Use follow-up paths to turn repeat demand into packages, retainers, or later WOP workflows.
Workshops and group sessions
Some conversations need more than one attendee: workshops, clinics, group training, internal team reviews, or lead-generation events. Consulta makes this visible without claiming public group-seat checkout is live.
- Use Workshops for the current group-session guide and launch boundaries.
- Keep capacity, host controls, seat payment, attendee notifications, and large-room proof as explicit gates.
- Do not mix group-seat promises into the current 1:1 booking flow.
Retainers and recurring support
Monthly retainers and recurring support are product directions, not default MVP behavior. They should reuse the same payment, notification, confirmation, and account boundaries once the live provider paths are proven.
- Good fit for ongoing automation support, AI operations reviews, or software advisory hours.
- Requires saved-card or subscription payment rails before claiming automated recurring billing.
- Until then, recurring support should be handled as reviewed operator setup, not instant self-serve.
Consultant practices
Consultants can use Consulta when they have a clear service, repeatable availability, pricing, and client handoff. The platform is not instant self-publishing yet.
- Use Sign up to request review.
- Use the Consultant checklist before publishing or promoting a profile.
- Use the protected dashboard for profile, offers, availability, policy, readiness, sharing, and bookings.
Where not to use it yet
Consulta should not be used as an emergency channel or as proof that every provider integration is live. It keeps regulated-use, live payments, live WOP/SMTP delivery, connected calendars, and final legal approval explicit.
- No emergency, crisis, or regulated-care assumption is made by the current product.
- Live WOP/SMTP and Silvatech Payments require credentials and smoke proof before completion claims.
- Clients should use Account, Help, or WhatsApp support when a booking link or message is missing.