Are you a entrepreneur struggling with your consultation process? If so, automating your consultation system with scheduling, workflows, and a customized online form is a great solution to save time and increase efficiency!
Think about it... Have you ever had a consultation with a potential client and ended up staying on the phone or zoom way longer than you expected? Have you ever ended a consultation and realized that you forgot to gather vital information? Maybe you have even mistakenly double booked or simply dropped the ball because you forgot to put it on your calender? If so, get ready to ditch the notepad and paper and stop just relying on your memory!
It's time to level up with easy hassle free online scheduling including automated texts and email notifications. The gag is that requiring customized online forms with scheduling gives you a leg up. It allows you to gather important details and insight BEFORE instead of during a consultation, which makes your job much easier! This is a game changer creating a better experience for you and your potential client. It let's them know you are organized and taking the necessary steps to properly gage where they are at inorder to better assist them. This also puts you at ease knowing that you won't be going into a consultation blind without having key background information! All the data you need will be collected and available to you. Responses are populated in one database and spreadsheet allowing you to view and print out in a variety of ways. It's a win win for everyone! No more worrying about vetting clients!
*THIS INCLUDES 1 CUSTOMIZED FORM.
You will receive a email notification everytime a form is filled out. Responses are collected in one database and on a spreadsheet available for you to view and print out in a variety of ways.
IN ADDITION TO CALENDLY SET UP INCLUDING...
-Email booking confirmation to client
-Text booking confirmation to both you and client
-Email reminder to both you and client
-Text reminder to both you and client
-Email cancellation notification to both you and client
-Text cancellation notification to both you and client
-Cancellation email to client
-Email and text follow up email to client
Automate Your Consultation System with Online Scheduling and Forms
This includes online scheduling setup/revision including workflows and ONE consultation form created and customized to your business needs. SERVICE COMPLETED WITHIN 72 HOURS AFTER PURCHASE.
*Please note you will need a Calendly professional subscription, which is $15 a month. They also have an option to pay annually and receive 20% off. This is not included in the bundle. Will be required at setup*