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Wanna Know the Lowdown on Arrangin' a Freebie Chat?
Here's the low-down on how to set up and manage a free consultation service, whether you're a business providing guidance or a client looking for that initial nudge.
Gear Up: Get Your Free Consultation Ready
- Label the Service: Give your consultation service a catchy name like "Complimentary Kickoff Call" or "Preliminary Phone Chat" and add it to your scheduling software.
- Adjust the Deets: Set the price to zero, specify the duration (usually 15 minutes for initial consultations), and let online booking requests roll in.
- Make It Accessible: With the digital age, let clients book their free consultation directly through your website or client portal.
Organize: Make Time for Your Freebie Session
- Set Availability: Allot specific time slots or create new availability blocks for your free consultation within your calendar.
- Tweak as Needed: Adjust existing time slots or create new ones exclusively for consultations.
Time to Book: Client's Turn to Take Action
- Integrate Biz and Client platforms: Clients can check available consultation slots presented on your website or client portal.
- Pick a Time: Clients select a suitable time and might need to provide basic info (name, email, consultation purpose).
- Confirmation: After booking, clients receive an email detailing the appointment and any joining instructions.
Remember: Don't Forget to Remind
- Set Reminders: Automatically send reminders to both the service provider and client before the consultation.
- Follow-up: After the consultation, follow-up tasks may be necessary, such as sending requested resources or scheduling subsequent paid services.
Break it Down: Quick Look at Steps
| Step | Provider Task | Client Action ||---------------|------------------------------------------------------|---------------------------|| Set Up Freebie | Define, enable online booking | — || Organize Time | Assign consultation time slots | — || Book Appointment | — | Select time, provide info || Confirmation | Send reminders, prepare for session | Receive confirmation/details || Follow-up | Send post-consultation materials or offers | Receive follow-up |
This easy-peasy process makes it simple for both providers and clients to schedule and manage free consultations. Check this out for further insights.
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