Internal operations · Live demo
Client meeting scheduler
Books design reviews and client meetings around the architects', engineers' and clients' calendars, and sends the drawings ahead.
Talk to Reem at Dunelight Architects and Engineers
Dunelight Architects and Engineers is made up. Reem is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Getting a client's project team, an architect and an engineer in the same room takes a chain of emails. Design reviews slip, and commercial programmes slip with them.
How it works
- Watches each project for a stage that needs a client meeting, like a finished concept design
- Emails the client with times when everyone needed is free
- Books the meeting in every calendar, at the studio, on site or by video
- Sends the drawings and a short summary ahead of the meeting
- Reminds everyone the day before and moves the meeting if someone can't make it
What it connects to
- AgentHi Nora, it's Reem from Dunelight. The concept design for your head office fit-out in Al Zahra is ready, and Dana and Tariq would like an hour to walk you through it. Would Tuesday at 11am or Thursday at 2pm suit, at our studio or by video?
- ClientThursday at 2 works, by video please. Can our CFO join? He approves the budget.
- AgentOf course. Thursday at 2pm by video is booked with Dana and Tariq. I'll send you the invite now, and you can forward it to your CFO.
- ClientWill we see the drawings before the meeting?
- AgentYes. The concept drawings and a one-page summary of the air conditioning and meeting room AV options will be in your inbox by Wednesday afternoon.
Illustrative conversation. Names, numbers and details are made up.
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Answers the bid team's questions about a tender pack, checks the requirements against the firm's project references and keeps every deadline in view.
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