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Three Stages of Growth for Your Call Booking System

Two weeks ago we focused on the growth of a client onboarding system. Today we’re looking at the growth of a booking system! This system is used by your clients to book calls with you. 🌿 Below you’ll find a lil’ roadmap of 3 growth stages - note that these are general examples so your growth stages might look slightly different! 🌿 Let’s jump in below ⤵ ⁣𝗚𝗥𝗢𝗪𝗧𝗛 𝗦𝗧𝗔𝗚𝗘 1: • When a client wants to find a time to chat with you, you go back and forth over messages to find a time that works the best for both of you. If they need to reschedule, you go through the whole process again. • You factor in time zones manually. (😫) • You create a new google calendar event for the call and invite them to it manually. • If you charge for your time, you create and send an invoice manually.

⁣𝗚𝗥𝗢𝗪𝗧𝗛 𝗦𝗧𝗔𝗚𝗘 2: • You use a scheduling program such as Acuity/Calendly to allow people to book calls with you independently. You program your available times and your clients use the link to select the best time for them. • Now you have the ability to collect payment for the call when it's booked (if you pay for Acuity/Calendly) • Your clients can reschedule calls without involving you. 𝗚𝗥𝗢𝗪𝗧𝗛 𝗦𝗧𝗔𝗚𝗘 3: • You transition to a Customer Relationship Management (CRM) platform such as Dubsado so that scheduler is integrated with your database. • You don’t have to pay more to capture payment at the time of the booking. • Once someone books a call with you, they are added to your database and you're able to create workflows around people who book calls -- such as automatically moving them to a specific "status", automatically sending follow-up emails and the like. 🌿

There are more growth stages past this point but we'll keep it here today! Which stage are you in with your booking/scheduling system?

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