The amount of money you’re able to make, the closing rate are highly dependent on the process a prospect goes through before they jump on a call with you or your sales rep.
This Calendly (scheduler ) setup process will increase the show-up rate as well as your closing rate!
I recommend using Calendly instead of other software out there because it is really simple to use!
STEP 0: CREATING THE EVENT TYPE
- Event name: Breakthrough strategy session
- Location: Zoom
- Description: use this to describe what the prospect can expect from the call - free value that they can implement.
- Date range: I recommend 7 days at a time.
- Duration: 30 minutes
- Before and after: 10-15 minutes break
STEP 1: THE QUESTIONS YOU SHOULD ASK IN THE SCHEDULER BEFORE A PROSPECT GETS ON CALL.
- Basic questions: Name, email, phone number. (Small Text Box)
- Provide information about how they’ll receive the meeting link and ask them to commit to showing up:
- What’s your website? (Small Text Box)
- What are your business social media links? (Medium Text Box)
- Current monthly revenue (Drop Down with Multiple Choices just like this example below)
- Revenue goal for the next 6-12 months (Small Text Box)
- Ask them to briefly describe their current situation. (Medium Text Box)
- Question about their desired state - ask them to briefly describe it (Medium Text Box)
- Ask them a question about their current obstacles. (Small Text Box)
- Ask them if they have a budget to invest (Small Text Box)
STEP 2: WHERE IS THE PROSPECT LEAD AFTER BOOKING A CALL?
- If you have a social media that has a lot of social proof on it, I recommend you lead your prospects there instead of a website.
- If you have a website with content and a lot of case studies, testimonials, send them there!
STEP 3: REMINDERS
I recommend setting 1-2 reminders through email and text.
I send one email reminder and text reminder of the meeting 2 hours before the meeting
STEP 4: NURTURING FLOW
Before the prospects jumps on a call with me they receive the following emails:
- 1st piece of content - 1 hour after they book the call:
- WRITTEN CONFIRMATION REQUEST - 24 hours before the call:
- 12 hours before the call: another piece of content - my case study
- 30 minutes after the call: INVITATION TO JOIN THE FB GROUP:
