Pat fills out the form
A client reaches out from the website and hits Request Free Consultation.
What Pat sees
Pat picks a time, right away
The next screen is the booking page with Pat's details already filled in. The open times come from Mike's calendar, and Pat never sees what's on it.
What Pat sees
It's booked
Pat gets one email, the confirmation. Mike gets everything Pat sent, with a calendar invite.
What Pat sees
Hi Pat,
You're all set for your free consultation on Tuesday, November 10 at 10:00 AM Central. Michael Feuerstein will call you at (312) 806-2271.
Add to calendarNeed a different time? Reschedule or cancel.
What you get
Tue 11/10 · 10:00–10:30 AM✓ AcceptTentativeDecline
Tuesday, November 10 at 10:00 AM Central. Call Pat at (312) 806-2271.
- Phone
- (312) 806-2271
- pat.rivera@example.com
- Help with
- Sports betting
- Message
- I have DraftKings winnings this year and a little crypto on Robinhood. I want to file it right.
It's on Mike's calendar
Right next to everything else. Nobody can book a time he's already busy.
What Mike sees
The day before
Pat gets a text reminder. Reminders cut missed appointments by about a third, and texts work as well as calls.
What Pat sees
DFS Accounting: Reminder, Michael Feuerstein will call you tomorrow, Tue Nov 10, at 10:00 AM CT at (312) 806-2271. Need a different time? dfsaccounting.com/r/7Kq2
What you get
If Pat moves it
Both sides get the new time, and Mike's calendar updates on its own.
What Pat sees
Hi Pat,
Your consultation is now Wednesday, November 11 at 2:00 PM Central. Michael will call you then.
Add to calendarWhat you get
Wed 11/11 · 2:00–2:30 PM✓ Accept
It's now Wednesday, November 11 at 2:00 PM Central. It was Tuesday at 10:00 AM.
Your calendar is updated.
Reply to PatIf Pat cancels
Pat gets a link to book again, and it comes off Mike's calendar.
What Pat sees
Hi Pat,
Your consultation on Wednesday, November 11 is cancelled. If you'd still like to talk, pick a new time whenever you're ready.
Book a new timeWhat you get
Removed from your calendar
Their consult on Wednesday, November 11 at 2:00 PM is off your calendar.
Reply to PatIf Pat doesn't pick a time
Only when Pat leaves without booking. Pat gets a way back, and you get the lead right away so someone can call within minutes.
What Pat sees
Hi Pat,
Thanks for reaching out to DFS Accounting. We got your message. Whenever you're ready, pick a time for your free 30-minute consultation.
Pick a timeHave a question first? Just reply to this email.
What you get
Pat reached out through the website but didn't pick a time. A quick call now is the best way to get them booked.
- Phone
- (312) 806-2271
- pat.rivera@example.com
- Help with
- Sports betting
- Message
- I have DraftKings winnings this year and a little crypto on Robinhood. I want to file it right.
Why it works this way, and your call
Each step above is there for a reason. The rest is yours to decide.
Why it works this way
Since October 1, 21 people filled out your contact form and only 2 went on to book a time. All 3 who went straight to the booking page booked.
Your own leadsFirms that reach a new lead within an hour are about 7 times more likely to have a real conversation with them.
Harvard Business Review, 2011Reminders cut missed appointments by about a third, and texts work as well as phone calls.
Systematic review, 2011A few things for you two to decide
- Who takes the free consults booked online?The open times come from whoever has their calendar linked. Right now that's Mike.
- How should the consult happen?A phone call, Zoom or Teams? And which number should clients see?
- Who calls when someone doesn't book?And who covers it when that person is busy?
- Who should hear about bookings?When someone books, moves or cancels, should only the person taking the call get the email, or all of you?
- Do you want a reminder too?Clients get one the day before. Would you like one as well, or is the calendar invite enough?