Flow 1
Work the lead queue
Allocate unassigned leads, reply in conversation, and filter for unattended cases so nothing stalls.
How it works
From verified onboarding to day-to-day casework
A prospect-facing view of consultancy setup and the lead-to-client flow — simplified for non-technical readers, grounded in the real product process.
Onboarding
Getting your consultancy onto immiNow
1
We verify your consultancy
immiNow has no public self-signup. immiNow’s team verifies your consultancy externally before any account is created.
2
Your workspace is provisioned
A Super Admin creates the consultancy, primary branch, and admin employee in one guided setup, then sends the invite email.
3
Your admin sets a password and invites staff
The consultancy admin lands on a working Starter dashboard and can invite colleagues through the same invite pattern.
4
You start taking leads and running plans
Work immiNow-sourced or self-added leads, convert students who commit, and manage day-to-day casework from one place.
Day to day
Running leads and clients
Flow 2
Propose conversion when ready
When a student is ready to commit, the consultancy proposes conversion. The student confirms in immiNow — other chats close, and the lead becomes a client.
Flow 3
Assign and run the plan
Build or apply a plan template, move through steps one at a time, and review uploads, checklists, and forms as they arrive.
Flow 4
Track completion and commission context
When a plan completes, finance-facing commission details become available to the people with billing access — without exposing that data to every consultant.
No public Sign Up button — by design
Every primary call to action on this site is Request a Demo or Contact Sales. That matches the product: consultancy accounts are created only after external verification.