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)