We Help Dr. Cody with His Lead Qualification Process to Save Time and Improve His Quality Consultation

CLIENT BACKGROUND

Dr. Cody Golman is a prominent figure in the health and wellness industry. He offers various programs designed to help achieve a healthier, happier, and more connected life. Whether it is losing weight with the FAST40 Weight Loss Program, enhancing potential with one-on-one Quantum Coaching, or joining the community of like-minded individuals in the Quantum Life Mastermind, Dr. Golman has all the solutions. With a background as an Army tank commander turned healer and entrepreneur, Dr. Golman combines his diverse experiences to offer unique insights into personal magnetism and rapport building

The Challenge

Dr. Cody Golman struggled with clients booking consultations without completing the pre-consultation questionnaire, leading to unproductive meetings. To improve efficiency, he sought an integration solution to ensure clients filled out the questionnaire beforehand. Lacking time to learn Zapier, he hired Fiverr expert Ashar Malik to implement the automation.

The Solutions

Dr. Cody devised a streamlines automation process to tackle his challenges. To address the challenge of unprepared clients, we developed a comprehensive automated lead qualification and nurturing system using Zapier. The solution involved a multi-step process to ensure clients were well-prepared for their consultations with Dr. Cody.

Automated Survery Link Delivery

When clients booked a meeting through Calendly, they automatically received an email containing a link to the pre-consultation questionnaire, ensuring they completed it before their appointment.

Automated Reminder Email Sent

If clients didn’t complete the questionnaire within a specified timeframe, automated follow-up reminder emails were sent at strategic intervals leading up to their meeting date.

Final Questionaire Completion Check

On meeting day, a final check confirmed the questionnaire was completed. If not, the meeting was automatically canceled, and notifications were sent to both Dr. Cody and the client.

The Result

The implementation of the automated lead qualification process for Dr. Cody Golman led to significant improvements in the efficiency and effectiveness of his consultations. The results were measured over a period of three months The completion rate of the pre-consultation questionnaire increased from 30% to 90%. This significant rise ensured that the majority of clients were well-prepared for their consultations. With more clients providing necessary background information, Dr. Cody was able to offer more personalized and effective advice, leading to higher client satisfaction.
The automated system canceled 15% of meetings where clients did not complete the questionnaire, effectively freeing up Dr. Cody’s schedule to focus on prepared clients and other critical tasks. By automating the lead qualification process, Dr. Cody saved an estimated 10 hours per week that were previously spent on administrative tasks related to scheduling and follow-ups.
The reminder system ensured that clients were kept on track without manual intervention, resulting in a smoother and more professional onboarding process. Clients appreciated the clear and structured process, which contributed to a more professional image and better initial engagement with Dr. Cody’s services.

“Automating our lead qualification has transformed my practice. With Ashar Malik’s help, our pre-consultation questionnaire completion rate jumped to 90%, enhancing client satisfaction and saving me 10 hours a week. This system has greatly improved my ability to provide personalized advice and professional service. Highly recommend Zapier for streamlining operations.”

Conclusion

“By ensuring that clients completed the necessary pre-consultation questionnaire, Dr. Cody could offer more tailored and effective advice, increasing client satisfaction and retention. The reduction in unproductive meetings allowed Dr. Cody to focus his energy on providing high-quality consultations and expanding his business. The automation not only saved time but also enhanced the quality of interactions with clients, leading to better outcomes for both Dr. Cody and his clients.”

We Came, We Automated, We Conquered Here’s the Proof!

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We Help Dr. Cody with His Lead Qualification Process to Save Time and Improve His Quality Consultation

CLIENT BACKGROUND

The Challenge

The Solutions

Automated Survery Link Delivery

Automated Reminder Email Sent

Final Questionaire Completion Check

The Result

Conclusion

We Came, We Automated, We Conquered Here’s the Proof!

Enhancing Order Management for Homebound

ASK LLP Saves 25+ Hours Weekly Automating Leads

Gonano Saves 30+ Hours Weekly Managing Leads

Dr. Cody Saves Time, Improves Consultation Quality

Digital Agency Boosted Web Traffic 47%

IT’S NOW OR NEVER
THE BUTTON’S NOT GOING TO CLICK ITSELF!

We Help Dr. Cody with His Lead Qualification Process to Save Time and Improve His Quality Consultation

CLIENT BACKGROUND

The Challenge

The Solutions

Automated Survery Link Delivery

Automated Reminder Email Sent

Final Questionaire Completion Check

The Result

Conclusion

We Came, We Automated, We Conquered Here’s the Proof!

Enhancing Order Management for Homebound

ASK LLP Saves 25+ Hours Weekly Automating Leads

Gonano Saves 30+ Hours Weekly Managing Leads

Dr. Cody Saves Time, Improves Consultation Quality

Digital Agency Boosted Web Traffic 47%

IT’S NOW OR NEVER THE BUTTON’S NOT GOING TO CLICK ITSELF!

IT’S NOW OR NEVER
THE BUTTON’S NOT GOING TO CLICK ITSELF!