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Product Help

Scheduling the Meeting

How to be thoughtful and efficient

Haven't you heard of Calendly? Let's welcome you to the 21st century.

It's a tool that connects to your calendar and enables another person to book an appointment at the click of a button.
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We're big fans of this Atlanta-based company. What's more thoughtful than a convenient link that gives someone access to any time you're available?

Before you hit send with that link, understand that it's polarizing.
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Some people don't like calendar links of any type. Some think it's a weird power play. Others think you're being thoughtless because you can't take the time to find a time.
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Let's talk about the "Power Play."
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You reach out to someone about finding a time. They fire back a calendar link.

They probably think they're super-efficient, and you'd appreciate your time being valued. It rubs some people the wrong way.
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It feels cold 🥶 just a link can make the other person feel like "you couldn't be bothered."
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A great way to warm these interactions is to ask for their calendar link while offering your own with an explanation that it's faster for all parties.
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"Want to send me your calendar link? Feel free to use mine."

Leave the link out of your signature. A calendar link in your signature line is a red flag that you're a salesperson. People are looking to triage their inboxes; don't give them an easy excuse to sweep your email into the trash.

The CEO of Blissful Prospecting, Jason Bay (aka JBay), has a great approach. We share some tips on speeding up in the video above.
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Here's JBay's tested methodology:

  • Propose 3 times
  • Include the link "if none of the times work."
  • Offer to use their link

He found when testing, this had the highest conversion, but he also found people chose each of the three options equally.
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It's a great combo of thoughtfulness and efficiency.

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