Online Scheduling Bundle 

for Booking Phone Call

This Online Scheduling Service is designed to be used in any business that needs to schedule a discovery phone call prior to booking. This bundle includes a workflow to send an email with the scheduling link to the lead, the online scheduling service for the phone call, the follow up workflow to send a ready to book, still thinking, or not booking email as needed, as well as a simple pipeline to track where leads 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 custom post-call email based on whether the client is Ready to Book, Still Thinking, or Not Booking.

04

See where your clients are at in the call process.

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This bundle includes the Online Scheduling Service setup for Discovery Phone Calls, and can be used for any situation where a phone call is required prior to booking. This bundle gives you everything you need to provide the booking link to your lead, 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, who is ready to book, and who is still thinking about it. If the lead is Not Booking, the pipeline completes, but the lead remains in the pipeline for Still Thinking and Ready to Book leads to ensure that you don't forget to follow up with those leads. 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 - Booking
  • 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 Thank you - Ready to Book
    • LD-02-02 Thank you - Still thinking
    • LD-02-03 Thank you - Not booking
  • Pipeline
    • OS - Phone Call Booking 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!