{"meta":{"page":"use-cases/finance-commercial-offers","language":"en","url":"https://spoki.com/en/use-cases/finance-commercial-offers","generated_at":"2026-04-19T00:10:22.211Z","formats":{"html":"https://spoki.com/en/use-cases/finance-commercial-offers","markdown":"https://spoki.com/en/use-cases/finance-commercial-offers.md","json":"https://spoki.com/en/use-cases/finance-commercial-offers.json","xml":"https://spoki.com/en/use-cases/finance-commercial-offers.xml"}},"content":{"title":"Consultation Appointment Booking","sections":[{"heading":"Consultation Appointment Booking","level":1,"text":"**Sales**\n\nAllow clients to book appointments with financial advisors directly via WhatsApp."},{"heading":"The Challenge","level":2,"text":"Coordinating appointments by phone requires time for both clients and administrative staff."},{"heading":"How It Works on WhatsApp","level":2,"text":""},{"heading":"Request","level":3,"text":"The client requests an appointment indicating needs and preferences."},{"heading":"Availability","level":3,"text":"The system shows the availability of the appropriate consultant."},{"heading":"Confirmation","level":3,"text":"The client confirms the time and receives an automatic reminder."},{"heading":"Reminder","level":3,"text":"Send reminder 24h and 1h before the appointment."},{"heading":"Business Impact","level":2,"text":"- **+35%** Appointments\n- **-60%** Admin calls\n- **-25%** No-shows\n- **24/7** Bookings"},{"heading":"Customization Options","level":2,"text":"Adapt this solution to your organization:\n\n- Investment consulting\n- Financial planning\n- Mortgages and loans\n- Insurance\n- Supplementary pension\n- Wealth management"},{"heading":"Example Conversation","level":2,"text":"**🤝 BusinessBot** (Online)\n\n**🤖 BusinessBot:** Welcome! 🤝 How can we help your business today?\n> 📋 **B2B Services** - Professional solutions for your business\n> • [Request a quote]\n> • [Schedule consultation]\n\n**👤 Cliente:** I need information about your services\n\n**🤖 BusinessBot:** Of course! 🤝 Here's what we offer:\n\n📊 Consulting Services\n🔧 Implementation Support\n📈 Growth Strategies\n🎓 Training Programs\n\nWhich area interests you most?\n> • [Consulting Services]\n\n---"},{"heading":"Ready to Simplify Appointments?","level":2,"text":"Automate 24/7 booking.\n\n**Action:** Get Started with Spoki"}]}}