You share your meeting scheduling link with a client, but they can't find any of their preferred timeslots (due to a timezone difference or their busy schedule). This results in the client not booking a meeting, or in back-and-forth emails to try to find a time that works for both of you.
Or, you have a book-a-demo or contact-us form on your website that's connected to a meeting routing/booking solution. A lead submits the form, but they don't book a time because they don't see any of their preferred timeslots in the calendar that's shown to them.
Then SDR/BDR has to follow up with the client via email/phone to try to find a time that works.
If you've faced this issue, do you think it would be helpful to have an option on the meeting booking page for clients to suggest their preferred times if they don't see one?
Does the below automation make it easier to capture customer preferences and schedule meetings without any hassel?
a) On the booking page, the customer will have the option to specify his time preferences easily with a few clicks when he does not see one matching his schedule.
b) automation instantly converts the customer's preferred times to host local time zones.
c) and it checks the host calendar for any conflicting schedules during those times.
d) and then generates an email to me with all of this information, including:
i) The customer's suggested times in their timezone.
ii) The corresponding times in my time zone.
iii) Additional info such as whether I have any conflicting schedules during those times or whether are they outside of my working hours.
e) The email helps me to quickly see the customer's preferences and make a decision to schedule a meeting without having to manually convert time zones and check my calendar.
f) In addition, the automation could include a button/link in the email that would allow me to instantly schedule a meeting with the customer at one of their preferred times with just one click, using my own booking page by overriding the availability check.
g) Sending meetings from my booking page ensures all automation is taken care such as CRM updates and sending reminders.
Let me know what you think of this automation.
Have you come across this problem? If yes, how often have you come across this?
What do you think of this automation? Do you think it would help you to save time?
27 comments