Intro meetings for prospective clients
Wealth & Investing: book an intro meeting with an advisor. We set up your business profile in ChatGPT for free; the plug-in works from it.
Meeting types and lengths you publish.
Real openings from your calendar hours.
It schedules and nothing more.
- Intro meeting, 45 min, free
- Open Tuesday: 10:00, 16:00
An illustrative Wealth & Investing example. Northstar Wealth is a made-up business.
How the plug-in works for Wealth & Investing
Choosing an advisor starts with an introductory meeting, and prospective clients often hesitate to pick up the phone. A plug-in shows your intro meeting times and sends the request. It never discusses investments.
The customer asks for a time, the plug-in shows your services and the open slots on that day, and once they pick one it sends your team an appointment request with a reference. General questions about services, minimums and consultation requests are answered from your business profile.
Your team confirms every appointment itself. The plug-in never takes payment and only shares what you have published. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
The Wealth & Investing plug-in is available to businesses in any country. Free setup of your business profile in ChatGPT is for US businesses for now; outside the US, choose a plug-in plan and we confirm your setup with you. Plug-in plans are $24.99 a month or $199 a year, paid through Stripe.
Where it pays off
An intro meeting requested for Tuesday.
A first conversation booked.
A friend's recommendation becomes a meeting.
A reference check instead of a call.
What your customers can do
What the Wealth & Investing plug-in does
Main function: Book an intro meeting with an advisor.
Starter prompts
- Book an intro meeting with an advisor
- What services do you offer, and is there a minimum?
- How do I contact the business?
Tools
- find_meeting_slots
List bookable meeting options and the open times on a day, from the business's published hours. Creates nothing. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- request_meeting
Send a request for a meeting at an open time to the business. Use only once the customer has picked a time. The business confirms the appointment. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- get_meeting_status
Look up the status of a request by its reference.
- get_business_info
Answer a general question about this wealth & investing business using only its published profile: services, minimums and consultation requests. Creates nothing. If the profile does not cover the question, say so and use get_contact. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- get_contact
Return the business's published contact details and opening hours for anything the other tools cannot do.
Included in every plug-in
Built from your profile
Your hours, services, location and contact details are the source, so answers stay on topic for your business.
Made for your industry
Each of the 80+ industries has a standard plug-in with the questions and enquiry steps that kind of business needs.
Enquiries reach your team
When a customer wants a quote, booking or call back, the request is sent to you to follow up.
Stays in step
Update your business profile and the plug-in reflects it. No separate content to maintain.
Pricing
Prices in US dollars. Plug-in plans are paid through Stripe after we confirm your plan with you; your card details stay with Stripe. Who it's for and how you pay
Get started with the Wealth & Investing plug-in
US businesses get their ChatGPT profile set up free. Businesses anywhere can add the plug-in.
Wealth & Investing plug-in: common questions
- What does the Wealth & Investing plug-in do?
- Its main function is: book an intro meeting with an advisor. The customer asks for a time, the plug-in shows your services and the open slots on that day, and once they pick one it sends your team an appointment request with a reference.
- Will it recommend investments?
- No. It gives no financial or investment advice.
- Does it collect financial details?
- No. Only a name and contact details.
- Does the plug-in take payment or confirm on my behalf?
- No. It sends your team a appointment with a reference, and you confirm it and take payment your usual way.
- What does it cost?
- Setting up your business profile in ChatGPT is $0 for US businesses. The Wealth & Investing plug-in is $24.99 a month or $199 a year, in US dollars, wherever your business is.
- Can a wealth & investing business outside the US use the plug-in?
- Yes. The Wealth & Investing plug-in works for businesses anywhere in the world. The free business profile setup is for US businesses for now; outside the US, choose a plug-in plan and we confirm what your setup includes before you pay.
- How do I pay for the plug-in?
- Through Stripe, after we confirm your plan with you. You enter your card details with Stripe, never on this site. The monthly plan can be cancelled at any time, and the free US profile setup needs no payment.
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