ScheduleOnce solution for lead generation

You have worked hard to generate prospects from various sources and to attract them to your website. It is now vital that you minimize lead spillage and maximize lead engagement with serious prospects, who are ready to engage. Online scheduling allows you to achieve both of these goals by offering website visitors an easy and quick way to interact with your organization. Prospects who are ready to engage can schedule a guaranteed time with your organization there and then on your website.

To get started, ask yourself which scenario is right for you?

1. Offer online scheduling to selected prospects who fill out your web form
It is important to recognize that not all prospects who fill out your web form are alike. Handling each prospect segment in an optimal manner can save you time and resources and can increase conversion rates and result in more deals. You may decide that top leads, who represent the highest perceived value to your organization, will be given the opportunity to book an appointment with your organization upon submitting the web form, whereas other less promising leads will not.

Leads who are offered the opportunity to book an appointment with your organization will simply select a time, without needing to fill out any information they have already provided. Booking form data will be passed from your web form to ScheduleOnce via the URL, either using URL parameters or using a CRM contact ID when integrating with Salesforce or Infusionsoft.

Learn more about using Salesforce ID
Learn more about using Infusionsoft ID

Calls to action for scheduling can be integrated with your web form using either our Website embed or Website buttons.

To identify the different lead segments you could ask differentiating questions in your web form (for example, how many people are in your business?) and display different thank-you pages accordingly, some with and some without the Booking page link.

Immediately after submitting the form, leads will be able to select a time to meet with your sales team. This will both further qualify them as top leads who have shown interest, and save time for your sales team which will not have to chase down leads for follow-up.

2. Offer online scheduling to all prospects who fill out your web form
Offering online scheduling to prospects after they submit your web form is a no-brainer. Web forms on their own are good at capturing data but do not actively assist in establishing contact with the prospect. Online scheduling is the ideal contact method for your serious leads who want to engage with the right team members in your organization.
Since prospects have already filled out their personal details, they will not have to provide them again when making a booking. The Booking form page can either be pre-populated or skipped altogether. The Booking form information can be passed to ScheduleOnce either using URL parameters or a CRM contact ID when integrating with Salesforce or Infusionsoft.

Learn more about using Salesforce ID
Learn more about using Infusionsoft ID

This call to action for scheduling can be integrated with your web form using either our Website embed or Website buttons.

3. Offer online scheduling to any website visitor
With this option, online scheduling is not integrated into the web form submission process, but instead is made readily available on your website to any website visitor. Scheduling can be integrated into any page on your website using either our Website widget, Website embed or Website buttons. For example, presenting visitors with a button which says "free 1-on-1 consultation" may attract more passive visitors and offer them a quick and easy way to interact with you, without having to fill out your web form.

Watch our video on ScheduleOnce's publishing options

This scenario can be used to:

  • Implement a BOLD lead generation strategy: offering any website visitor the opportunity to schedule a meeting with your organization can be used as a bold marketing strategy. It is the ideal solution for small businesses who want to create and reinforce a caring image, with a message that they are willing to engage unconditionally with anyone who is interested. Online scheduling is the optimal vehicle to deliver an open door policy for website visitors who want to engage and interact with your organization. This strong statement will undoubtedly increase your volume of interactions with customers and ultimately improve your chances of converting them.

  • Sell more of your time if you are a service business: allowing any website visitor to book an appointment with your organization is likely to increase your future sales. If the majority of your revenue is coming from paid sessions, you want to ensure that you are reaching out to as wide an audience as possible. With ScheduleOnce payment integration you can schedule and collect payments in one go. We also take care of rescheduling and cancellations for you, including collection of additional rescheduling fees and crediting refunds in case of cancellation. Learn more about Payment integration

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