PepoSmart for Professional Services
Consultants, agencies, and firms: bill more hours by spending fewer of them on scheduling and meeting admin.
PepoSmart gives consultants, agencies and accounting firms a branded booking flow with intake questions, paid sessions on the Professional plan, AI notes on recorded client calls, and follow-up drafts matched to what was promised. Each client's meeting history and open commitments stay in one place.
| Plan needed | Free for scheduling. Starter ($12/user/month) for AI notes. Professional ($19) for payments, CRM sync and email marketing. |
|---|---|
| Requires | A connected calendar; Stripe or PayPal for billable sessions; a supported online meeting for recording. |
| Last verified | 22 August 2026 |
In services, unbilled admin is margin leaking away. Every scheduling email, every 'let me write up the notes,' every forgotten follow-up is time the client doesn't pay for. PepoSmart automates the wrapper around client meetings: booking, reminders, notes, and follow-up drafts.
AI captures every client discussion and extracts the deliverables and decisions, so scope stays documented and nothing agreed in a call gets lost. Discovery calls can be paid at booking, and Zapier pushes action items straight into your project tools.
How PepoSmart helps
Clients book, you work
Discovery calls, working sessions, and reviews scheduled from your real availability — with buffers protecting deep-work blocks.
Scope stays on record
AI summaries document decisions and deliverables from every client call, ending the 'that's not what we agreed' conversation.
Action items reach your PM tool
Zapier and webhooks push extracted action items and booking events into Asana, Notion, Monday, or wherever work lives.
How it works
- 1
Set up your meeting menu
Free discovery calls, paid consultations, weekly client check-ins — each with its own rules, questions, and prices.
- 2
Let clients self-schedule
No more email chains. Clients book into real availability and get automatic confirmations and reminders.
- 3
Record decisions automatically
AI notes document each session's decisions and deliverables — shareable as recaps, searchable forever.
- 4
Turn talk into tasks
Extracted action items flow to your project tools via Zapier; AI-drafted follow-ups keep clients aligned.
Everything included
- Booking links for discovery, working sessions, and reviews
- Paid consultations via Stripe or PayPal
- Buffers and meeting limits that protect billable focus
- AI meeting notes documenting decisions and deliverables
- AI-drafted client recap and follow-up emails
- Zapier automation into project management tools
- Collective events for calls needing multiple consultants
- Custom intake questions before every engagement
- Team-wide meeting visibility for coverage and handoffs
What PepoSmart does not do for professional services
- Payment at booking requires Professional, and PepoSmart is not an invoicing, time-tracking or practice-management system.
- Recorded client conversations may be confidential or privileged. PepoSmart provides per-member access permissions but makes no confidentiality or privilege guarantee.
- The notetaker cannot record phone calls or in-person client meetings.
Before you record: consent and compliance
Client conversations in professional services are often confidential and sometimes privileged. Recording them is a decision for your firm, not a default: check your engagement terms and professional obligations, tell clients before the notetaker joins, and set meeting-note permissions before you record rather than afterwards.
Frequently asked questions
Can we charge for discovery or consulting calls?+
Yes — attach a price to any event type and collect payment through Stripe or PayPal at booking. Serious prospects book; tire-kickers don't.
How do meeting notes reach our project tools?+
Zapier triggers and webhooks fire when meeting notes and action items are ready, so summaries and tasks land in Asana, Notion, Monday, or your tool of choice automatically.
Does this work for teams of consultants?+
Yes — paid plans have no seat cap, with round-robin or collective events across consultants and per-member control over who hosts and who sees notes. Each teammate you add is one billed seat.
See what PepoSmart can do for professional services
Free plan includes unlimited meetings and every core scheduling feature. Upgrade anytime.
Start free todayPlans, limits and integrations on this page come from our product facts registry. Spotted something out of date? Email [email protected].
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