A lot of people would love to get sales appointments automatically instead of going back and forth via email trying to find a good time to speak. Calendly allows you to get appointments booked straight into your calendar without having to go back and forth trying to find a time that everyone is available!
But you be wondering:
- How can I use Calendly to get automatic sales appointments?
- How can I keep my Calendar full of high quality appointments with potential clients?
- How can I integrate Calendly with online video conferencing software, such as Zoom, to get appointments with people virtually?
- How can I use attract the right kind of clients to me with Calendly?
- How can I integrate Calendly into my marketing funnel?
In this article, I’ll show you how to do all the above and more.
You’ll learn step by step how to use Calendly to get high quality sales appointments every month on-demand.
WAIT! if you’d like to learn the strategy behind getting predictable sales appointments with Calendly, then I highly recommend you WATCH this video FIRST before reading the rest of the article. It will explain how everything works in more detail.
Now, let’s continue…
Step 1: Sign up for an account with Calendly
Yes, I know, it sounds obvious – but the very first step to sign to getting automated appointments in your calendar is to sign up for a free trial with calendly here.
If this is your first time using Calendly, you might be wondering…
What is Calendly and why is it so good?
Calendly helps you schedule meetings without the back-and-forth emails.
How does Calendly work?
You let Calendly know when you’re available by connecting it to your Calendar (such as Google Calendar or Outlook). Then people can book a time to speak with you whenever you’re available. If you prefer, you can also choose to block out certain days or times as well.
Who else uses Calendly?
Calendly boasts over 2 million monthly active users. That’s quite impressive!
At this stage you’re probably thinking, “Okay, Calendly sounds great… But… Even if I sign up for an account with Calendly, how do I GET more people booking sales appointments with me?”
Let’s talk about that in step 2…
Step 2: Integrate Calendly into your marketing and sales funnel
One of the biggest reasons people who use Calendly get very few sales appointments each month is because they are sending people (who haven’t heard about them before) to book a meeting in their calendar as the first step in their marketing and sales process.
(Don’t worry, I made exactly the SAME mistake when I started out using Calendly)
Here’s the thing…
Why would a potential client schedule a 30, 45 or 60 minute “free consultation” with you, if they don’t know whether you can really help them?
They don’t want to waste their time…
So to actually get high quality sales appointments on Calendly and keep your calendar full… you need to build TRUST and provide value to potential clients FIRST.
THEN, after you build up trust, you can send them to your marketing and sales funnel.
Did you get that?
It’s so important so I will repeat it:
Build trust with potential clients FIRST and THEN tell them to book a free consultation with you in Calendly.
Here’s a quick overview of how it works:
- Have an opt-in page where people can learn more about how you solve their problem by giving you their name and email (this is how you generate new leads!)
- After they give you their name and email, let them watch a short 5-10 minute video that explains how you can help solve their problem (this is how you build TRUST with leads)
- At the end of the video say: “if you’d like to learn more about how we can help you, click the button below to schedule a call…”
- When they click this button, they are redirected to a “Schedule Page” in your funnel which allows them to book a call straight in your Calendar using Calendly
Step 3: Send people to your marketing funnel
So by now you’ve learned that:
1. Calendly on its own is NOT enough for you to be able to generate a constant stream of new leads and sales appointments.
2. You NEED to integrate Calendly into a marketing and sales funnel which educates potential clients about how you can help them first (through a video sales letter) and THEN give leads the opportunity to schedule a call with you
So now, the BIG question is…
… How can you get MORE people to go into your marketing and sales funnel?
This is important. Why?
Because the more people that go into your marketing and sales funnel, the more people that will watch your short video sales letter and then the more people that will book an appointment with you.
There are two primary strategies to send people to your marketing and sales funnel. These are using organic or paid lead generation strategies.
What are organic and paid lead generation strategies?
Organic lead generation strategies are low cost (or free) ways to start generating leads and sending people to your funnel.
Paid lead generation strategies, as the name suggests, allows you to pay advertising channels, such as Facebook, to generate leads and sales appointments for your business.
Here are a few ways you can send potential clients to your marketing and sales funnel using organic and paid lead gen strategies:
How to generate leads organically using Calendly
One way to generate leads and sales appointments on Calendly organically is by using LinkedIn.
You can use LinkedIn to find, connect and private message potential clients.
But rather than send people a traditional “Hey I’d love to learn more about how we can help each other, when would be a good time for a 15 minute chat?” (which is what everyone else is doing!)…
… Instead, you can say “I’ve put together this short video that explains [how you solve a big problem for them]. Would you like to check it out?” (this provides a lot more VALUE to people and builds trust!)
Then when they say “Yes!” you can send them a link to your funnel – as discussed in step 2 – where they can watch your video sales letter.
If they like what they hear in the video, they can schedule an appointment with you using Calendly to learn more about working with you.
How to generate leads using paid ads with Calendly
Paid lead generation (such as Facebook ads) works almost the same way.
However, instead of manually reaching out to people like you would on LinkedIn, with Facebook ads, people would see an advertisement about how you can help them and then click on a link to watch a short video that takes them to your marketing and sales funnel.
Then if they watch your video and want to learn more, they click on a link to schedule a call with you, which takes the prospect to your Calendly page where they can book an appointment.
Start filling up your Calendar with sales appointments using Calendly
It’s crazy to think how many people are struggling to generate leads and sales appointments on autopilot using Calendly.
But when you have a marketing and sales funnel you can now start getting appointments with people even while you sleep.
And yes, I mean that literally.
For example, here is a screenshot of 5 new sales appointments I got over the weekend thanks to integrating Calendly with a funnel and then sending people to this funnel from Facebook ads:
One of those appointments was even booked at 4:30am!
This is the power of having a funnel with Calendly: you get automatic sales appointments with potential clients straight in your calendar (even while you sleep!).
If you’d like to learn more about the strategy our clients use to generate 10, 15, 30 or more predictable sales appointments each month with high quality prospects that want to actually work with you, then check out the free masterclass training I’ve recorded here.
Additional Free Calendly Tips and Tutorials
To help you out with using Calendly, I’ve also recorded a few Calendly tutorials to some of the most common technical questions I get asked.
How do I set up Calendar availability times in Calendly?
How to integrate Calendly and Zoom to get virtual sales appointments
To learn more about the strategy we use for our clients to generate predictable leads and appointments each month, then check out the free masterclass training here.