This blog post has been researched, edited, and approved by expert Hannah Peake. Join our newsletter below to get our free marketing guides.
We always recommend
adding a video that explains your services, how you can help and provide as much "info" before the call. This will save you time explaining the small details on the phone. It also allows you to give a visual of what the customer can expect instead of trying to explain it over the phone.
When you meet for your appointment you can ask if they watched the video, if they say no you'll have to give some information but if they say yes then you can skip that part, ask if they have any questions and continue on asking what their pain points are to see if it's a good fit.
First and foremost, the objective of an appointment funnel is to facilitate easy scheduling. Why? Because conversations convert. When you engage in a direct dialogue with a potential client, you unlock the unique opportunity to build a personal rapport, clarify their doubts, and fortify their trust in your service.
Trust is the bedrock of any business relationship; the more a prospect trusts you, the more likely they are to become not just a customer but potentially a long-term client.
We cannot stress enough the importance of informational content within the appointment funnel. Offering a well-crafted video that outlines your services, solutions, and customer testimonials can be a game-changer.
The reason is simple: it saves you and your potential client precious time by preemptively answering frequently asked questions and clarifying what you offer.
During the actual appointment, you can then immediately gauge whether they've engaged with your informational material by simply asking if they've watched the video.
If the answer is yes, you've already crossed the first barrier and can directly dive into understanding their specific needs or pain points, thereby accelerating the path to conversion.
When a prospect takes the time to fill out the comprehensive scheduling form—selecting their time-zone, choosing an optimal day and time—it's a strong indicator of serious interest.
This serves as a self-filtering mechanism, ensuring that the leads you speak with are high-quality and well-informed. Unlike the often futile cycles of email follow-ups based on just names and email addresses, this appointment funnel ensures that you're reaching out to people who are genuinely interested, making your sales process more efficient and effective.
Many scheduling tools like Acuity Scheduling come with built-in automated reminders. These can be set for a day before, an hour before, or even 5 minutes before the appointment. But here's the catch—the onus of punctuality lies with you.
Calling exactly at the pre-scheduled time reflects your professionalism and leaves a lasting impression. We've learned this valuable lesson from mentors: being prepared and punctual is non-negotiable in business.
For anyone serious about implementing a robust appointment funnel, we highly recommend
MailerLite. It offers a plethora of features that are integral for successful appointment funnels, such as automated reminders, versatile options, and more.
The primary aim of the Appointment Funnel System is to schedule more conversations with potential leads. The more you speak with someone, the better you can build a relationship and establish trust, increasing the likelihood they will become a customer.
To achieve this goal, it’s essential to set realistic targets for the number of conversations you want to have each week or month. You can then track your progress and adjust your approach as needed.
To save time and set expectations, include a video or informational content that explains your services before the call. This way, potential customers know what you offer, and you can dive straight into their specific needs during the actual appointment. By providing pre-appointment information, you can also establish yourself as an expert in your field and build trust with your potential customers.
When someone fills out the scheduling form completely, picking their time zone, specifying their availability, and more, it acts as a pre-qualification process. You’ll know that the leads who make it through are genuinely interested and likely to be better qualified. To further filter for the best leads, consider adding additional questions or requirements to your scheduling form. This will help ensure that you’re spending your time on leads that are most likely to convert.
Use the built-in reminder system that many scheduling forms offer to remind both you and the lead about the upcoming appointment. Being punctual is a small but critical part of building trust. By sending automated reminders, you can ensure that both parties are on the same page and ready for the appointment.
Are you looking to increase your website bookings and convert potential leads into loyal clients?
If you’re uncertain whether this solution is the right fit for your business, don’t hesitate to schedule a consultation with us. We’re here to help you succeed.
By integrating an effective appointment funnel, you’re not just organizing your business processes—you’re amplifying your reach, reputation, and revenue. Our sales funnel packages are designed to convert leads into appointments and clients successfully every month in your business.
If you’re interested in learning more about how to build a successful appointment funnel, check out this step-by-step guide on building an appointment setting funnel. It covers everything from generating interest to following up with leads via email marketing.