One of the most important parts of attracting potential clients is making the process as easy as possible for them. Whether it’s navigating your website, understanding your services, or booking a call, the journey should feel seamless and intuitive.
But it’s not just about their experience – it’s about yours, too. The easier your process is to manage, the more time and energy you can focus on what really matters: connecting with your new, potential clients and growing your business.
Discovery calls are often the first step in building those relationships. They’re your opportunity to determine if you’re the right fit for each other.Â
Unfortunately, the admin-load of managing these calls manually can be time-consuming, pain-staking, and things can fall through the cracks.Â
That is, until you learn how to automate the process so you don’t have to do the nitty-gritty and can focus on your new client.
If you’ve never dabbled into the world of automation, I’m sure that the idea sounds like some kind of administrative fantasy world.Â
But I’m here to say it isn’t! Here’s a step-by-step guide to setting up a discovery call automation sequence that makes life easier for both you and your clients.
1. Embed Your Booking System on Your Website
The first thing to do is to embed a booking tool like Calendly directly onto your website. This allows potential clients to schedule their discovery call seamlessly. Once booked, their appointment automatically syncs with your calendar, saving you the hassle of manual scheduling.
2. Automate a Confirmation Email
You’ll then need to set up an automated email that triggers once a client books a call. In the email you should:
- Thank them for booking.
- Provide an overview of what to expect during the call.
- Share additional resources, like an intro video, FAQs, or a quick self-assessment quiz to help them prepare.
This step not only acknowledges the clients discovery call booking, but also sets the tone for the call and gives clients a chance to feel confident and informed before you meet.
3. Connect on LinkedIn
You’ll also want to set up your automation to find and add your client on LinkedIn after the booking. This is a small but impactful touch that adds a personal connection and lets them learn more about you and your business, whilst also growing your own network.
4. Send a Reminder Before the Call
The next step is one that is often overlooked, but I think is super important. One hour before the scheduled call, send an automated reminder email. This serves two purposes:
- Reducing no-shows.
- Helping clients prepare by reminding them of what will be discussed.
In this reminder email, include a friendly message, confirm the meeting link, and invite them to jot down any questions they might have ahead of time.
5. Follow Up After the Call
Once the call is wrapped up, now is the time for the automated thank-you email. Depending on the outcome of the meeting, this email could:
- Outline next steps, like sending a quote or proposal.
- Share a signup link or other resources.
If your follow-up depends on specific outcomes from the call, skip this step in the automation and handle it manually for a personal touch!
Why Automate?
I’m sure the answer to the question ‘Why automate?’ is pretty obvious by now, but let me reiterate the many benefits of a sequence like this.
Automation not only saves you time, but also ensures every potential client receives the same polished and professional experience. From the moment they book the discovery call to the follow-up email, they’ll already be feeling valued and confident in your services.
So, what are you waiting for? Set up your discovery call automation sequence and let your systems do the heavy lifting while you focus on what you do best – building relationships and delivering results.
Need help setting up your own discovery call automation sequence? Book in a chat with us and we’ll get you started!