Cut No-Shows on Booked Calls Without Anyone Chasing
Automatic intake, SMS reminders, and outcome-based tagging — so booked calls actually happen.
The outcome
- 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
The problem
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.
What we built
- Built an automation that sends an intake form the moment a call is booked, so the coach knows the prospect’s situation before it starts
- Sends an SMS reminder 24 hours before every call, keeping the appointment top of mind and reducing wasted calendar slots
- Tags the subscriber in the email list as “Discovery Call Booked” automatically, so no-shows and completed calls get different follow-up paths
Tools used
Built around the tools the client already used, documented and handed over so their team owns it.
For a mortgage broker or financial adviser losing consultation slots to no-shows, this is the exact same wasted calendar time. Here, every booking gets an automatic reminder and a tailored follow-up path based on whether they showed.
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.