Appointments Follow-up Overview
Sales Jumpstart Automation: Appointment Confirmation & Reminders
What It Does
When you book a consultation or in-home appointment, this automation confirms the booking and sends reminders to reduce no-shows.
How It Works
- Trigger: Appointment booked through your CRM calendar
- What Happens:
- Automatically updates the lead’s sales pipeline stage:
- Phone consult → “Consult Call”
- In-home appointment → “Appointment Booked”
- Sends confirmation email and SMS immediately
- Sends reminder emails and texts:
- 1 day before appointment
- 1 hour before appointment
- Notifies your team internally so everyone stays on the same page
- Automatically updates the lead’s sales pipeline stage:
📌 Why It Matters
Show-up rates improve with timely reminders. This automation helps you keep your calendar full and your business running smoothly, without extra admin work.