Online Scheduling Bundle 

for General Purpose Phone Call

This Online Scheduling Service is designed to be used in any business that needs to schedule a general purpose phone call. This bundle includes a workflow to send an email with the scheduling link to the client/lead, the online scheduling service for the phone call, the follow up workflow to thank the lead/client for their time and provide them with a recap or follow up information as needed, as well as a simple pipeline to track where leads/clients are at in the process.

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With this Bundle, you'll be able to…

01

Schedule Phone Calls without the back and forth hassle.

02

Attach to your Lead Capture Form for a seamless client inquiry process.

03

Send post-call notes and follow up information.

04

See where your clients are at in the call process.

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This bundle includes the Online Scheduling Service setup for General Purpose Phone Calls, and can be used for any situation where a phone call is required. Whether that's a discovery call, consultation, or some other type of call, this bundle gives you everything you need to provide the booking link to your lead/client, send confirmation and reminder emails, and follow up after the call has been completed. 

It also includes a simple pipeline to allow you to view who has been sent the booking link, who has booked a call, and who needs to be sent the follow up email. Once the follow up email has been sent, the pipeline completes. This pipeline can also be modified to plug and play with your existing tags and pipelines.

Whether you allow your clients access to your scheduling calendar or you book the appointments yourself, this service setting will help you save time, simplify your process and ensure that your clients experience consistency in the client journey.

This bundle is complete on its own, but is designed to plug and play with your existing 17hats workflows as well.

Templates Included in Bundle:

  • Online Scheduling Services
    • OS - 15 minute Phone Call - Booking
  • Workflows
    • LD-01 Schedule Phone Call through Online Scheduling
    • LD-02 Phone Call Follow Up Workflow - General Purpose
  • Emails
    • GEN-01 Appointment Confirmed
    • GEN-02 Appointment Request Received
    • GEN-03 Appointment Tomorrow
    • GEN-04 Appointment Today
    • GEN-05 Cancellation Email
    • LD-01-01 Email to Schedule Phone Call through Online Scheduling
    • LD-01-02 Follow Up Email to Schedule Phone Call through Online Scheduling
    • LD-02-01 Phone Call Follow Up
  • Pipeline
    • OS - Phone Call General Purpose Pipeline

Ready to go?

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Deb Mitzel

Hi there, I'm Deb Mitzel and I LOVE small business, like REALLY love it, and I'm passionate about helping other small business owners find success!  With almost thirty years in the business world and over a decade as a small business owner,  I have acquired and developed a unique set of skills that I can use to help you level up the "business" side of your business!  

I specialize in providing Small Business Consulting & Coaching services, as well as Portrait Photography, but have extensive experience in all aspects of small business, from marketing and sales to accounting, operations, and beyond.  

I have been using 17hats since 2015 and am excited to offer templates you can use to level up your business success!