Appointment Funnel Template

A streamlined funnel for scheduling sales appointments and optimizing lead conversion

Start for free | No credit card required
Template Image

Template Overview

This template is designed for sales departments. It qualifies leads by asking targeted questions and assigning scores based on their responses. Only leads that meet the pre-defined qualification criteria are guided to book a call within the funnel, ensuring the sales team engages with high-potential prospects. This funnel even enables you to categorize a potential customer as a low or high spender based on their answers. This approach streamlines the lead management process and maximizes the efficiency of sales efforts by focusing on the most promising opportunities.

Key Features

  1. Collect contact information

  2. Answer based outcome

  3. Conditional logic

  4. Timer

  5. Call booking

Benefits

  • Streamlined Scheduling: Eliminates back-and-forth communication, making appointment booking fast and efficient.

  • Improved Lead Conversion: Simplifies the process for prospects to engage, reducing drop-offs and increasing booked meetings.

  • Optimized Sales Workflow: Aligns appointments with sales team availability

  • Enhanced Customer Experience: Provides a professional, user-friendly booking process, leaving a positive impression on potential clients.

  • Data-Driven Insights: Tracks booking patterns and engagement, offering valuable insights into lead behavior.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

Highly rated on software review sites