ScheduleOnce solution for lead qualification


You have worked hard to generate leads and obtain their contact details. Now the question is how do you qualify them in the quickest and most efficient manner?

In today’s reality prospects are busier and have higher expectations than ever. They receive numerous marketing emails on a daily basis. You need to stand out from the crowd in order to get prospects to engage. This is even tougher when cold-calling prospects. The traditional phone chasing method is too pushy, inefficient, and unproductive. Your chances of catching a prospect on the phone are close to zero.

With online scheduling you can spend your time qualifying leads, not chasing them down. By adding a personalized invitation into your drip campaigns, lead nurturing activities and personal communications, you enable your prospects to book demos, consultations or discovery sessions at a time of their choosing. They don’t need to provide any information that is already known to you. They simply click on the link, pick a time and it's done. The Booking form can either be prepopulated with their details or skipped altogether. By minimizing the data required from your prospects to the absolute bare minimum, you are maximizing your booking rates and ultimately increasing your conversion rates.

To get started, ask yourself which scenario is right for you?

1. Offer scheduling in your mass email campaigns and nurturing programs
If your marketing team is running mass email campaigns in which prospects are invited to sign up for a free online demo or a 1-on-1 consultation, the need to add a scheduling link is obvious. Serious leads who are ready to engage will be filtered out for you, and you'll find that they have already scheduled a time for you to call them. Continue this offer in follow-up emails throughout your drip campaign to increase conversions even further. You can also include a Personalized link for scheduling in your nurturing programs as an additional call-to-action. Replacing traditional contact information in your outbound emails with the possibility to schedule a call directly is a great way to fast track prospects to qualified status. Your content remains the center of attention, but when prospects are ready to engage the process is instantaneous, eliminating lengthy back-and-forth communications.

How to implement this:

When using dynamic links, you will be sending the email directly from the marketing automation or integrated CRM system and the lead record’s data will be used to prepopulate or skip the Booking form altogether.

2. Offer scheduling via personal invitations
If leads are directly assigned to your sales or sales development teams for qualification, rather than attempting to call prospects on the phone or sending back-and-forth emails, you can send prospects individual emails with a link that is specifically customized for that customer. This solution offers your sales team a quick and efficient way to establish contact with their assigned leads. From the prospect's perspective, they will simply click on the link and select a time. The scheduling process will only take a few seconds to complete, and once done, the appointment with all relevant details will be automatically added to your sales team member and the prospect’s calendar.

How to implement this:

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