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Discovery Call Booking & No-Show Reduction System
Turning booked calls into showed-up calls — automatic intake, SMS reminders and lead tagging, no manual chasing.
Challenge
The client, a coach, was losing a significant portion of booked discovery calls to no-shows, with no pre-call system in place to keep prospects engaged before the call.
Resolution
- Built a Zapier automation that fires a Typeform intake form the moment a call is booked, so the coach knows the prospect’s situation before it starts
- Sends a Twilio SMS reminder 24 hours before every call, keeping the appointment top of mind and reducing wasted calendar slots
- Tags the subscriber in Kit (ConvertKit) as “Discovery Call Booked” automatically, so no-shows and completed calls get different follow-up paths
Impact
- Reduced no-shows by giving every prospect a timely SMS reminder before their call
- Removed manual chasing for intake information and reminders entirely
- Gave completed calls and no-shows separate, automatic nurture paths based on outcome
Stack
Tools used: Zapier, Typeform, Twilio, Kit (ConvertKit)
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