Guides › Sales & Leads
Turn bookings into warm, well-prepared sales calls
Prospects book through Calendly, answer a few smart questions, get reminders and a thank-you, while you get a ready brief before each call.
When to use it
Every time someone books a sales call
Step by step
Write booking questions that qualify
Ask your AI assistant for questions to add to your Calendly event.
Prompt to copyI offer [service] to [ideal client] at around [price]. Write 4 short booking questions for a free 20-minute discovery call that help me prepare and understand fit, without putting people off. Include one about their main goal, one about timing, and one about budget phrased gently with ranges. Then write: a reminder email to send 24 hours before (under 80 words) and a thank-you email to send 1 hour after the call (under 100 words) with [booking link for next step] and [resource]. British English, warm.Set up the Calendly event
Connect Calendly to your Google Calendar, then add the questions to the event's booking form so answers show in the calendar invite.
Turn on reminders and follow-ups
In Calendly's Workflows, if your plan includes them, add the reminder email before the event and the thank-you email after it. On a free plan, save them as Gmail templates and set yourself calendar reminders.
Prepare in two minutes
Before each call, copy the booking answers from the calendar event into your AI assistant and ask for 3 tailored questions and the likely best package for them.
Review once a month
Look at which booking answers led to sales and adjust the questions to screen better.
What you get
Booking answers: Goal - 'more weekday bookings'; Timing - 'next 2 months'; Budget - '£500 to £1,000'. AI prep: Ask what days are quietest now; ask what they tried before; likely fit: Starter package (£750). Reminder sent 24h before; thank-you sent 1h after with proposal link.
Tips
- Keep booking forms short: four questions is plenty or people drop off.
- Tell people in the form that their answers help you prepare and are kept private.