Online Scheduling

January 17, 2013

The latest lesson I learned from my commitment to learn more about sales is another technical one, similar to the first lesson I learned.

It’s about how to use an online tool for scheduling meetings. I’ve heard of people using online scheduling for a long time, but I’d never looked into it. That’s because I heard it in the context of a coach or consultant directing ongoing clients to an online system to schedule appointments.

My clients and I schedule the next appointment at the end of a call, or make a plan to follow up and set the appointment later. An online scheduling system didn’t seem useful to the way I work with my clients.

With my journey into sales, I discovered that an online scheduling system makes it easy for a person to schedule a first conversation to get more information. In an automated plan, a lead generating message can direct people to an online sales letter or a recording, and from there to the online scheduling system to set up a call to get more information.

Now that I’ve used the system for my sales-based business, I’ve set it up for my coaching business. Not for scheduling ongoing clients! We still do that together. But I’ve added it as a choice in the plan I use to offer people a complimentary coaching call.

I’ve just set it up, so I can’t give you any results yet. But I imagine that, at least for some people, it will be an easier step to go online and choose a time for a complimentary call with me than it is to email me or call me to set something up.

I know that having more options means I’m removing some of the resistance people will have to taking that first step. So, while it’s a technical skill I learned, it’s all about making it easier to make connections. That is what it’s all about for me!


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