Say Goodbye to Back-and-Forth Emails and Hello to Smart Scheduling
This Done-With-You Calendly Intensive helps you set up your scheduler to do more than just book appointments. Whether you're hosting consults, coaching sessions, or live events, we’ll map out your client journey and align your calendar to support every step—complete with automated confirmations, follow-ups, reminders, and more.
Perfect for service-based entrepreneurs ready to simplify scheduling and show up like the professional they are.
What’s Included:
1:1 Zoom sessions with walkthroughs and setup support
Strategic use of event types (consults, services, events, etc.)
Automation of reminders, follow-up messages, and cancellations
Calendar syncing + Zoom integration
Final system walkthrough + how-to video and SOPs
📆Weekly Breakdown
Here’s What You’ll Build Inside the Calendly Intensive
Week 1 – Strategy Session- Define how you’ll use Calendly across your business. Clarify your event types: consultations, services, events, etc.
Week 2 – Backend Setup-
Set your availability, buffer times, max daily meetings. Integrate Zoom, Google Calendar, Stripe, or other tools
Week 3 – Create Meeting Types- Build all needed event types (e.g. free consults, paid sessions, webinars). Set rules for booking windows, reschedules, confirmations
Week 4 – Automation Workflows- Set up Calendly Workflows: reminders, follow-ups, thank-you messages. Customize email and text content for each event type
Week 5 – Testing & Troubleshooting- Run through each meeting type, test automations and booking flow. Fix any errors or friction in the user experience
Week 6 – Final Walkthrough & SOP Delivery- Get a full walkthrough of your setup. Receive your custom SOPs + training video to keep things running smoothly
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