Consultation Scheduling Form Template

Streamline consultation bookings with an efficient scheduling funnel designed to convert interested prospects into confirmed appointments

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Template Overview

This template simplifies the process of booking consultations by allowing users to select available times, provide relevant details, and confirm appointments directly. Perfect for service providers, consultants, or businesses offering personalized advice, this form ensures an organized and professional client intake process. Its user-friendly interface minimizes friction, making it easy for prospects to schedule and ensuring your team gets the information they need to prepare.

This template is suited for sales, as it directly facilitates conversations with qualified leads or clients, moving them closer to conversion. It serves as a pivotal touchpoint in the sales process, connecting interested prospects with your team.

Key Features

  1. Collect contact & industry information

  2. Answer piping/personalization

Benefits

  • Improved Client Experience: Offers a professional and seamless process that leaves a positive impression on potential clients.

  • Lead Conversion: Encourages prospects to commit to consultations, converting inquiries into actionable opportunities.

  • Team Preparation: Gathers essential details upfront, ensuring your team is prepared for the conversation.

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.

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