Booking Funnel Build: From Ad Click to Held Meeting

Fellgate ConsultingVerified agencyNew0 orders on this service
Landing Pages and Web · Booking and calendar funnel

A booking funnel priced against held meetings: qualification, routing, reminders on WhatsApp or LINE, and held written back from the calendar into your CRM.

About this service

Across the booking funnels we rebuilt between 2023 and this year, 22 to 38 percent of confirmed slots never became a held meeting, and about two thirds of that loss happened in the 48 hours after the booking rather than at the form. So we build and price this work against held meetings. A funnel that lifts calendar submits while show rate falls is a worse funnel, and we will report it that way even when the submit chart looks good. What we think this work actually is: The scheduler is the last five percent. What decides whether the meeting happens sits before it — what the page promised, how many questions stood in the way, whether the prospect knows who they will be speaking to — and after it, in the reminder sequence and the reschedule path. Shops that treat this as an embed hand you a faster form and a flat show rate. What we build: Pre-calendar qualification of two to four questions, and we push for two; every question is paid for in drop-off, so it survives only if it changes routing or disqualifies. Routing logic — round robin, account-owner match, territory, seniority tiering — configured in Chili Piper, Cal.com routing forms, HubSpot Meetings or Calendly, whichever you already own. Availability set in the rep's own zone and rendered in the prospect's, then tested against the cases that actually break it: the +5:30 and +6:30 offsets, a Sydney rep in daylight saving against a Jakarta prospect who never has it, and the in-app browsers where WeChat, LINE, TikTok and Instagram strip the popup a scheduler expects. Reminders and the handoff: Confirmation, T-24h and T-1h, on the channel that market answers. Every message carries a reschedule link and never a cancel link. Where a human hands off — SDR to AE, admissions counsellor to programme lead — we build the handoff page, because the reassignment email is where the meeting usually dies. Measurement: Held is written back as an event from the calendar webhook into your CRM and into GA4 server-side, so the number in the campaign report is a meeting a rep sat through, not a row in a scheduler. No-show reason is captured only where the rep can pick one in two clicks; anything slower goes unfilled and we will not pretend otherwise in a dashboard. What is not included: We do not write outbound sequences, run the SDR desk, manage the ad accounts feeding the funnel, or build a custom scheduler. If none of the four platforms above fits your routing, you have a product requirement rather than a funnel requirement, and we will say so before you pay for a build. Who this is not for: Teams booking under about thirty meetings a month. At that volume a two-point change cannot be told apart from a quiet fortnight, and the fix is more likely in the offer or the source list than in the funnel. Also not for teams whose reps reschedule on the morning of the call. No reminder sequence survives that. If we find it in week one we say so and stop, rather than ship the work and let the report carry the blame for a calendar habit.

Scope

Target market
Worldwide, Southeast Asia, Singapore, Australia
Working language
English, Chinese (Simplified)
Industry
B2B SaaS, Education and edtech, Real estate, Agencies and consultants
Engagement model
One-off project
Turnaround
1 month or more
Seller type
Boutique agency

What the seller needs from you

  1. 1Which scheduler and CRM do you use today, and who administers each?
  2. 2How many meetings were booked and how many were held in the last 90 days?
  3. 3Who reschedules meetings today, and how often?
  4. 4Which channel do prospects answer in each market?

Asked at checkout. Delivery time starts once you answer, not when you pay.

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Starting at $7,000