Thanks for the smart tip about putting the calendly link after the survey and asking if they prefer phone or in-person chat. I never thought of giving them an option. We usually do a survey to collect and vet information, then schedule out.
I just saw that airtable post last week... I was curious to try, but I am like should I introduce yet another tool for my client and team to understand.
This time the client provided a list of vetted users, which were a mix of people that were aware they were on the list of not. I had to email them to introduce myself, once they approved and then ask about their availability. Seem to take 3-4 emails to get someone booked. 30 users, makes that task hard to follow.... at least for me it is.
Follow up questions... - Have you run into users' trouble figuring out how to use Calendly? My users can range from 20-70. - is Whimsical sticky like Trello and sketch put together? I just watch their demo. Currently, I am trying to kept track of using Google Sheets. From scheduling to notes.
Thanks for the smart tip about putting the calendly link after the survey and asking if they prefer phone or in-person chat. I never thought of giving them an option. We usually do a survey to collect and vet information, then schedule out.
I just saw that airtable post last week... I was curious to try, but I am like should I introduce yet another tool for my client and team to understand.
This time the client provided a list of vetted users, which were a mix of people that were aware they were on the list of not. I had to email them to introduce myself, once they approved and then ask about their availability. Seem to take 3-4 emails to get someone booked. 30 users, makes that task hard to follow.... at least for me it is.
Follow up questions... - Have you run into users' trouble figuring out how to use Calendly? My users can range from 20-70. - is Whimsical sticky like Trello and sketch put together? I just watch their demo. Currently, I am trying to kept track of using Google Sheets. From scheduling to notes.