🎙 Eliminating Email Tags is especially important when you set a meeting with an important client or a busy employee. It is much more important when they have to cancel or reschedule that very important event.
In this episode, Steve will teach you how to avoid the annoying back-and-forth chaos of scheduling a meeting with a busy client or employee.
By using calendar scheduling apps, you can eliminate the often time-consuming e-mail cat-and-mouse game of allotting time and automate and simplify your appointment calendar.
KEY TAKEAWAYS: Benefits of Eliminating Email Tags in Scheduling Meetings
- Steve used apps like Calendly and Acuity, which are quite similar and simple to operate. You can try these out for free for literally hours saved.
- You can sync your app with multiple calendars. Appointments booked over various calendars for different tasks, personal or business, are all cross-referenced, making it impossible to double-book yourself.
- You can set up appointment reminders that act as memory joggers and inform and educate the client about your company or the nature of the upcoming meeting. Appointments can also be automated to start other tasks. It could be follow-up e-mails or passing on a purchasing client to the next appropriate contact point.
- You can integrate apps as well. For instance, schedule Zoom meetings and include the Zoom link in the communication with the client.
- When choosing which app to use, look at all your requirements. For example, check its compatibility and integration with your current CRM. Or if it improves the calendar abilities your CRM already provides.
BEST MOMENTS: Insights on Eliminating Email Tags in Scheduling
‘I’ll also explain how to pick the right apps for your business. There are a few options out there, and I’ll hopefully guide you on some principles you can use when deciding which one to go for.’
‘It’s like having a personal secretary doing all your scheduling for you on your calendar without you having to worry about it or without paying a secretary to do it.’
‘If they cancel, you can even set it up so it will automatically send them an e-mail saying, ‘hey, you canceled your appointment. Would you like to rebook? Here’s the link to rebook.’ Or just to follow up on how your business wants to follow up on people who cancel.’
‘I always feel a bit dubious when I book in with a coach or want to speak to a sales guy about a product or service. And literally, they’ve got every appointment available for the next three weeks.’
‘For our podcast guests, we book people into our podcast by simply sending them a link. There’s a form on that link that captures things like their bio, social images, and any links to things they want to promote on the podcast. And also asks them many questions about what they want to talk about. It takes all the work away from me.’
VALUABLE RESOURCES
Website: www.SystemizeYourSuccess.com
Facebook Group: Facebook.com/groups/systemsandoutsourcing/
LinkedIn: LinkedIn.com/company/systemsandoutsourcing/
Instagram: Instagram.com/systems_and_outsourcing/
YouTube: YouTube.com/@drsteveday42
Eliminate ‘E-mail Tag’ And Supercharge Your Scheduling! How do you make sure you always stay on top of your schedules?
If you also got value out of this episode, then so will someone else that you know. So please hit the share button and don’t forget to subscribe to this podcast so you don’t miss future episodes!