What is a call to action?

For every business, there is the perfect call to action (CTA) on your website that tells the viewer what next steps you want them to take. Retail brands want to help customers start shopping. App developers want to inspire a download. Online services may be looking to help leads sign up for a free trial. Consultancies and professional services, however, often begin with a meeting.

One of the best ways to improve your on-site customer journey and book more sales is to provide embedded meeting links and meeting scheduling tools as part of the onboarding process. Let us illustrate how a meeting link can be used to enhance customer experience and learn more about each and every lead before you first speak through the simple application of a detailed meeting link form.

A Clear and Welcoming First Step

Your lead has just finished reading a professional blog or detailed whitepaper outlining the expertise of your service. They are intrigued and ready to discuss what your team truly has to offer, but aren't sure the correct first step to take in their customer journey. Should they email? Engage with your live chat robot? Should they try your generic 'Contact Us' page?

This is when they notice your meeting link form, either at the end of their chosen content or along the side panel, waiting patiently for engagement. A meeting link welcomes new leads to clearly indicate their interest and reserve a personal time to talk about their needs. A meeting link is both clear and welcoming, inviting your leads to engage in a way that is more personal than the Contact Us page and with assurance that their outreach will result in a live meeting with an attentive human member of your company.

What You Can Learn From a Meeting Link Form

Of course, a meeting link form is more than just a name and phone number. Meeting links allow you to create a more detailed template, asking leads to share a few things about themselves or the company they represent in the process of booking a meeting. You can ask their industry, their reason for reaching out, and their goals for working with your brand. You might discover whether the lead came from a raw Google search or with a referral from a past customer. 

A final text box invites leads to share anything they think is relevant to their interest in your company.

What you can learn from a meeting link is often far better-qualifying information than even the best AI behavior scanner can provide, and will help you to tailor your sales efforts to precisely the needs and interests of each new client.

Asking All the Right Questions Displays a Professionalism

The questions you ask in your meeting link cut both ways. Not only are you learning more about the lead, but your leads are also learning more about how you do business and what your company considers important first questions to ask. Do you ask about their budget or do you ask about their team size? Do you ask about their industry or the type of project they are working on?

Asking the right questions, the ones that feel relevant and directly relate to the customer's needs, will reflect well on your business as experienced professionals with priorities that align with your leads.

An Integrated Scheduling Widget Inspires Confidence

Meeting links also have an advantage over generic outreach when combined with a real scheduling widget with available and unavailable times: It shows that the meeting is not just a gimmick. Your new leads will see that available times indicate that there is a real human connection behind their request for a meeting, not just another automated or chat bot interaction. This simple detail can immediately improve their impression of your customer journey.

A scheduling widget inspires confidence, while also allowing your leads to choose the best time for them to schedule a live meeting between two humans.

A Confirmation Email Proves the Meeting is Real

Once the meeting is scheduled,  you can send a confirmation email to the lead, both confirming that you now have their email and that the meeting is a real scheduled event. Customers are all too used to automated features that look like connection, but are just robot interactions. An email confirmation creates tangible proof that they have truly scheduled a meeting with your sales team and will be able to seek a custom-tailored solution to personal or company needs as a new client of your brand.

Meeting Links Smooth the Transition from Marketing to Sales

In terms of your internal operations, meeting links also improve the customer journey by smoothing the transition from marketing to sales. Marketing efforts capture the attention of leads, draw them to intriguing and confidence-inspiring content, and offer a meeting link as an inspiring call-to-action. However, the meeting itself is booked sales, based on sales team availability and providing the best possible type of MQL (marketing-qualified lead) to help your sales team hit the ground running.

Better Than Requesting a Demo

Why a meeting link form instead of the traditional "Request a Demo" buttons? A meeting link form is more inviting. Embedding the form into each content page makes it possible for leads to sign up right away instead of clicking through to yet another landing page. Booking a demo also sounds more intensive and demanding than quickly selecting a convenient time for an online meeting.

Leads who are in the research phase often skip the Demo button, but may not hesitate to schedule themselves a meeting with the form right there and easy to engage with as soon as they are done reading your professional content.

Tailoring Your Client Meeting Based on Link Information

Lastly, the information shared in the meeting link form will equip your sales team to tailor the upcoming meeting to the specific needs and interests of the client.  A lead that indicates they are a small team looking for a foundational solution will receive a pitch based on building a startup, while sales will prepare an entirely different pitch for a lead that indicates they want solutions for a specific problem. 

When your team shows up prepared and clearly attentive to the details already shared, it reflects beautifully on your company while also giving your leads the best possible experience starting from your very first meeting.

Enhancing Your Customers' Journey and Learning About Leads with Meeting Links

Meeting links have the potential to fast-track new leads into impressed and inspired customers with a skilled approach to the customer journey. Help your leads move swiftly from curiosity to trust by showing them that you are ready to learn about them and get started right away, while using a method that takes less than two minutes to complete.

Looking for more great ideas on how to customize your customer relationship. Let’s discuss your new website.