With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place.
One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that works best for your workflow. An example of a week’s availability could be:
Monday – partial availability for in-office appointments on booking calendar. Arrive in office for morning team meeting, then emails, then have afternoon as being open to having people book in-office appointments with 15-minute intervals between scheduling.
Tuesday – no availability on booking calendar. A member of your team can proactively go through your top client list (perhaps using a tool to view all your clients on a map) and book appointments that minimise travel time.
Wednesday – full availability for in-office appointments on booking calendar.
Thursday – no availability on booking calendar. A member of your team can proactively go through your top client list (perhaps using a tool to view all your clients on a map) and book appointments that minimise travel time.
Friday – partial availability for in-office appointments on booking calendar. Keep the afternoon free for team meetings and preparation for next week (perhaps tying activity to OKR benchmarks) and have the morning free for self-service bookings.
I’ll often add the option for self-service bookings of phone calls during in-office days or at intervals during an on-the-road day. Finally, by setting up your visibility settings well, you can show specific self-booking options to new clients, other booking options for existing clients and more generous booking options to VIP clients.
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
Question: We have a two sided marketplace; User 1 and User 2. We have begun using Typeform, Airtable, OneSignal and Zapier to create this work flow. User 2 completes a registration form (Typeform) User 1 completes a request form (Typeform) User 2 receives request form (OneSignal Push) User 2 sends a price to User 1 …
Question: I am looking for advice on setting up a simple sales order – form/catalog/landing page/B2B/B2C which enables wholesale and retail customers to easily place office stationary orders. My client (sole owner of one store) is not allowed to have an E-commerce store, as he is part of a franchise group and hence bound to a …
Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, …
How do I plan out my weekly meetings to avoid traffic?
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place.
One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that works best for your workflow. An example of a week’s availability could be:
I’ll often add the option for self-service bookings of phone calls during in-office days or at intervals during an on-the-road day. Finally, by setting up your visibility settings well, you can show specific self-booking options to new clients, other booking options for existing clients and more generous booking options to VIP clients.
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Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
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