Many people come to Mamiko for business advice by scheduling a strategy call with her. Mamiko has a limited amount of time she can accept new clients, so she needed a smart way to handle appointments and scheduling.
Challenges I needed to solve
Connect Calendly with my CRM
I needed a way to have my appointments scheduled from Calendly to connect with my marketing CRM where I sent out reminders, follow-up and more.
Stop reminders after someone schedules a strategy session
Once someone schedules a strategy session with me, I needed a way to stop reminders to schedule from going out.
The tools that solved my challenges
PlusThis Calendly Connection allows me to take my leads from my site who schedule a strategy session with me and adds them into my CRM so I can send any follow-up I like. In addition, I can apply a tag when someone schedules which allows me to stop future reminders from going out.
Using PlusThis, I am able to create a simple and streamlined process for my strategy sessions. I can focus on hopping on my strategy sessions and not worry about who needs a reminder, who needs my follow-up emails, and more.