This consultation management system is designed for service businesses that do one-on-one consultations prior to clients booking their services. It provides clients with appointment messages and reminders, smoothing the process of booking a consultation.
Your leads will be able to:
This consultation management system is designed for service businesses that do one-on-one consultations prior to clients booking their services. It provides clients with appointment messages and reminders, smoothing the process of booking a consultation.
Your leads will be able to:
When a visitor clicks on the call-to-action “Book my free call” button from anywhere on your marketing website, they’ll be taken to a page to book a consultation. Once they pick a time and fill out the form, they’ll see a thank you page, and they’ll receive confirmation messages via email and SMS. They’ll also receive a reminder two days before the consultation with the meeting details.
There’s automation tied to whether the lead cancels, doesn’t show, or shows up to the consultation. If they cancel or don’t show up to the consultation, they’ll get an email asking them to reschedule.
If they don’t reschedule within a certain amount of time, they’ll get one more email reminder to reschedule. After two tries, if they don’t rebook, they’re assumed to be lost and their “lead” field will be changed to “lost.”
Each time a consultation appointment is booked, you (or whoever on your team is assigned this role) will receive a task assignment to complete the task – the consultation itself. Once you mark a consultation “complete,” you’ll be prompted to select the task outcome that best describes what happened: “Didn’t Answer/Left Voicemail,” “Not Interested,” “Committed” or “Set Follow-Up.”
The system automates what happens after the consultation, based on the outcome you selected. If a lead is interested in booking your service (you selected “Set Follow-Up”), you’ll be prompted with a form to pick the follow-up date and set the priority level of the appointment.
Step 1: Click here to go to your consultation management and follow-up system.
Step 2: Click Consultation in the EVENT TEMPLATES section to add details about your consultation.
Step 3: (optional) Edit the copy on the thank you page by clicking on Consultation: Confirmation in the LANDING PAGES section.
Step 4: Create a booking page for your consultations by following the instructions here.
Step 5: Change the link of the booking page in this system. Click Consultation Management & Follow-up: Booking to edit the page.
Step 6: Change the booking page's thank you page redirect link. Click Consultation Management & Follow-up: Booking to edit the page.
You’re ready to manage your consultations!
Step 1: After their consultation time slot has passed, visit your Tasks collection here to record the task outcomes. (You’ll also receive an email letting you know you’ve been assigned a task.)
Step 2: If you select “Set Follow-up,” fill out the form that appears.
