Create form/questionnaire

In this activity, two elements will be created:

1) The form to qualify and reserve the appointment in Calendly

2) The emails prior to the meeting to increase the attendance rate

1) The form/ Questionnaire

We use questionnaires to pre-qualify the lead, integrate their data into the CRM and find out their needs.

Benefits of using a form page: 

1. All traffic leads to a call to action, which makes marketing and funnel architecture simpler. 
2. The questionnaire enriches potential customers with information that salespeople can use to better prioritize calls. 

We recommend embedding the form in Calendly to ask questions there directly.

This is the option that we are using on our website: https://academy.salesplanet.io/

Try to keep registration as simple as possible.

Questions for the form

Adapt them as you see fit for your business, but include at least one from each block and the first free text:

First MANDATORY question: What problem do you most urgently want to solve? From this question you will obtain a lot of information for your posts, networks, newsletter, web, this message will be very valuable, do not waste it.

State 1 - Current State: 

What kind of ___ are you?

1. Answer 1
2. Answer 2

How many employees are there in your team? 

1. Answer 1
2. Answer 2

What is your current monthly income?

1. Answer 1
2. Answer 2 
3. Answer 3 

How are you currently doing {activity}

1. Answer 1 
2. Answer 2
3. Answer 3 

State 2 - Desired State 

What is the desired {metric} in the next 6 or 12 months? 

1. Answer 1 
2. Answer 2
3. Answer 3

What is the desired {state} in the next 6 or 12 months? 

1. Answer 1 
2. Answer 2
3. Answer 3

Problems and transformation

In your opinion, why do you think you cannot reach the (desired state)? 

1. Answer 1 
2. Answer 2 
3. Answer 3 

Why can't you solve your (problem)? 

1. Answer 1 
2. Answer 2 
3. Answer 3 

Willingness and ability to pay 

How much are you willing to invest to solve these problems? 

1. I am willing and able to invest to solve this problem 
2. I'm willing, but I can't invest right now to solve this problem

. When do you want to solve this problem? 

1. soon as possible
2. AsWithin 1 month 
3. I'm not in a hurry.

Do you have the capacity to make the purchase decision?

1. Yes
2. No
3. Yes, but I have to check with my team.

Final Redirect

Send your prospects to a credibility page of "Demo - Thanks" once they have answered the form.

This is done automatically in Calendly (how to do it is shown in the video).

It is a sweet moment that you can take advantage of to increase engagement with them and generate more interest.

At this point, extensive documents explaining your methodology or success stories from other clients work very well.

We send it here to show that other clients have already had results: https://salesplanet.io/customer-success-cases/ (remember that your prospect is only interested in their results)

2) Automatic emails prior to the meeting

It is used so that the prospect is better prepared for the call and knows what he is going to find.

Also to create more interest and increase the Reserve Rate to demo.

You can send this email automatically from Calendly or the booking platform you have chosen.

We recommend sending one 12 hours before the meeting and another 2 hours before the meeting.

It is important to send these reminder emails at least one day before to increase the demo submission rate should be around 90%.

EXAMPLE 1: Information Only

Subject: IMPORTANT Demo Session Preparation

Hi {{first_name}},

Thank you for booking a call with us.

I want to make the most of our meeting time and make sure this is valuable to you so I would appreciate it if you could take a look at these documents before our meeting:

Here a video explaining our solution: (Link)

Here success stories : (Link)

See you tomorrow!

Kind regards

------------------------------------------------ -------------------------------------------------- ---

EXAMPLE 2: Where the prospect is asked for an action

Actions to take to approve the meeting:

1. Respond with OK to receive the email. If you do not receive an OK, the waiting time for the connection will be 2 minutes.

2. Add the appointment to your calendar for the reminder to go off.

3. The meeting will be held through the attached Zoom link. Make sure to download the app and be in front of a desktop PC as we will be sharing various documents with you.

We ask you to be punctual for possible audio/video mishaps that may arise.

If you are more than 10 minutes late the meeting will be CANCELED and you will have to reschedule.

PS: If you want to better prepare the meeting:

1) Read our working method: (Link)

2) We provide you with a document with the 5 best tricks for XXX (you can add as much value as you want)

Calendly configuration video:

If you want to make a more advanced form, check out this video from http://landbot.io/ where your CMO explained some of its functionalities to us.

The great advantage of Landbot is that you can give it "more intelligence" than Calendly forms and you can use it to perform more actions.

You will be able to make customer scores (automatic scores) and forms that "change routes" based on customer responses.