The Calendar Funnel from Agent CRM’s Click & Play Library is a ready-to-use tool designed to help you capture leads and get them to book appointments seamlessly. With just a few edits, you can customize this funnel to match your branding, messaging, and business needs. Here’s a step-by-step guide to accessing, editing, and optimizing your Calendar Funnel.

Why Use the Calendar Funnel?

  • Streamline Scheduling: Automatically guide leads to book appointments on your calendar.
  • Boost Engagement: Combine a professional landing page with a built-in scheduling tool.
  • Save Time: Use pre-built funnel templates to get started quickly.

Step-by-Step Guide to Editing the Calendar Funnel

1. Request the Funnel

  1. Visit Click & Play

  2. Locate the Funnel in Agent CRM

    • Once it’s added to your account, navigate to Sites >> Funnels to find the Calendar Funnel.

2. Customize the Funnel Pages

  1. Open the Funnel Editor

    • Click Edit Funnel to access the drag-and-drop funnel builder.

  2. Edit Page Content

    • Customize the text, images, and layout on the landing page to reflect your brand.
    • Include a compelling headline and clear call-to-action (CTA) to encourage visitors to book an appointment.

    Example CTA:
    “Schedule a free consultation today to get personalized advice on [specific service].”

  3. Add Your Logo and Branding

    • Upload your logo and adjust the color scheme to match your business’s branding.

  4. Optimize the Thank-You Page

    • Update the thank-you page to include a confirmation message and next steps after booking.

3. Configure the Calendar Integration

  1. Link Your Calendar

    • Navigate to Settings >> Calendars in Agent CRM.
    • Ensure your Google Calendar or other integrated calendar is connected for scheduling.

  2. Set Availability

    • Edit your calendar availability to define when leads can book appointments.

  3. Sync Calendar Funnel

    • Link the scheduling tool on the funnel to your calendar to automate bookings.

4. Test the Funnel

  1. Preview the Funnel

    • Use the Preview option to see how the funnel looks to potential leads.

  2. Submit a Test Entry

    • Test the booking process to ensure:
      • Appointments sync with your calendar.
      • Automated confirmations are sent to leads.

5. Launch the Funnel

  1. Activate the Funnel

    • Once you’ve completed your edits, publish the funnel to make it live.

  2. Share the Funnel Link

    • Promote your funnel on social media, email campaigns, or your website to drive traffic.

Pro Tips for Success

  • Optimize for Mobile: Ensure the funnel is mobile-friendly for leads booking on their phones.
  • Track Performance: Use Agent CRM analytics to monitor page views, form submissions, and appointment bookings.
  • Add Incentives: Encourage bookings by offering a free resource or consultation.

For more tips, check out our blog Create Campaign & Add Contacts to It​.

Learn More

Explore these related resources to enhance your CRM experience:

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Bonus Resource: Watch and Learn

 

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