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After the Booking

The Leads Journey, step 4 of 5.

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After the Booking: Reminders and pre-call messages
Reminders and pre-call messages

The client’s problem

Booking the call was only half the job: leads forgot the call or lost interest in the days before it.

What I built

Booking the call is only half the job. Two automations run in the background to make sure the lead actually shows up and stays interested in the days before the call.

The outcome

Reminders 1 day, 1 hour and 15 minutes before the call get the lead there ready, and a missed call gets help to rebook.

How it works

Path 1

  1. Call booked
  2. Pre-call email
  3. Reminder 1 day before
  4. Reminder 1 hour before
  5. Reminder 15 minutes before
  6. Showed up?

Path 2

  1. Yes
  2. Stage: Showed Up

Path 3

  1. No
  2. Help to rebook the call

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