How many times have you gone back and forth with a lead trying to schedule a call…
Only to have them completely ghost you?
Answer: Probably a lot ♀️
Or maybe they book a call, but you still need them to fill out an application?
Or they fill out an application, but they haven’t booked on your calendar yet?
Frustrating, right?
This is how we used to do it:
Someone would book a call on my calendar, and then the NEXT step would be to fill out an application…
But there was SO much drop off.
And we’d follow-up endlessly with people who just didn’t want to take the time to answer a few questions.
But we fixed the problem.
And since we’re focused on automations this month, I wanted to share a trick we’ve been using—just in case you’re not already doing this in your own business.
Instead of sending people to schedule a call and fill out an application..
The Calendar Booking + Application = ONE STEP
When someone books a time slot on my calendar, they have to fill out the application questions in order to submit their request.
Pretty cool.
This small tweak has made a huge difference.
Now, instead of chasing leads to complete their application, we only get booked calls from people who are serious—which means:
✔ Fewer no-shows
✔ Higher-quality conversations
✔ Less time wasted on follow-ups
And when you integrate this directly into your CRM—it gets EVEN better.
- Every lead is automatically tagged based on their responses.
- Follow-ups are triggered only for qualified leads.
- You show up to every call prepared, knowing exactly what they need.
Less friction = more conversions.
Less manual work = more time back in your day!
Already doing this in your business? Need a platform that can do ALL of this for you?
Let’s make 2025 a WILDLY successful, purpose-filled year to remember,
Alicia
