Once you have completed the three steps to setup your Scheduling Assistant, there are additional strategies to share your availability with your clients and prospects. Read these top 5 tips on booking more appointments.
1. Understand your audience to create targeted schedules
Including multiple calls to action for your territory to request a meeting is a more strategic approach. Depending on your role, you will want to promote multiple availabilities to choose from to create a more tailored experience. This will allow you to create your desired conversations easier and better prepare for your meetings. Your schedules can vary depending on your travel schedule, meeting topic, etc. The below screenshot shows a Scheduling Assistant displaying multiple schedules for advisors to choose.
2. Referencing your scheduling assistant in emails, phone calls, voicemails & websites.
Exposure is the first step. When you are placing phone calls, leaving voicemails with advisors, or emailing your territory with new updates, these are all opportunities to include your scheduling assistant for the advisor to easily book an appointment.
3. Integrate your Scheduling Assistant into Marketing & Sales Deliverables
When promoting marketing brochures, product updates, or other pieces of content with advisors, including your scheduling assistant will help create a guided experience for expressing interest. This will increase your calendar's exposure and help you book more appointments.
If your company utilizes a territory map or a similar distributed resource that allows the advisor or agent to "find your certified representative", include a call to action to request an appointment and streamline your meeting requests through one channel.
4. Partner with Corporate Marketing to Deliver Availability
Not only is messaging communicated at the wholesaler level, but executed by corporate marketing and event marketing groups. Providing your individual scheduling assistant as a call to action in these campaigns allows the message to be more relevant and localized for the recipient.
5. Be Consistent in Delivering Availability
Whatever role you are in, the goal is consistency. Create a habit of sharing your availability at the beginning of each week with a targeted list of contacts. Utilizing the Scheduling Assistant to connect with others is dependent on your individual strategy