Configure calendar tools that make booking calls effortless for prospects whilst integrating smoothly with your CRM for automatic tracking.
Booking meetings shouldn't require email tennis. Meeting schedulers show availability, let prospects pick a time, and sync everything automatically. But poorly configured schedulers create problems showing times in the wrong timezone, double-booking calendars, or lacking context about what the meeting is for. This chapter shows you how to set up meeting schedulers that remove friction syncing calendars correctly, showing appropriate availability, collecting qualifying information, and integrating with your CRM so every booking is tracked.
Structure contact forms that collect qualifying information whilst maintaining high conversion rates and low abandonment throughout the form.
Capture mechanisms turn anonymous traffic into known leads you can follow up with. Make it easy for prospects to signal interest at any moment in their journey without creating friction or annoying people.
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Conduct exploratory conversations to understand prospect situations and qualify fit before investing time in demos or proposals that might waste both parties' time.
Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.
Calculate the percentage of visitors who complete desired actions to identify friction points and measure the effectiveness of marketing and product changes.
