Ever wondered how to establish authority even before you’ve had your first call with a prospect? Grant Lira – co-founder of The Empathy Firm alongside his brother, Gavin Lira – has a game-changing strategy: leveraging Calendly to send pre-meeting reminders that build your credibility and set the stage for a successful conversation.

Calendly: More Than Just a Scheduler

Calendly is widely known as a convenient tool for scheduling meetings, but its potential goes far beyond simply booking appointments. By utilizing its email and SMS reminder features, you can significantly enhance your pre-call preparation, ensuring that prospects are well-informed about your company’s reputation and achievements.

The Power of Pre-Meeting Reminders

Grant Lira advises sending two pre-meeting reminders: one email sent one day before the meeting and one SMS sent 30 minutes before. This strategy not only reduces the risk of no-shows but also primes the prospect with valuable information about your company. Here’s how to craft these messages effectively.

Email Reminder: One Day Before the Meeting

Subject: “Note before our meeting tomorrow”

Body:

Hey [Prospect Name],

Before our call tomorrow, I wanted to let you know that if you want to do any research on our founder or our company, feel free to look us up to see what our reputation is!

We’ve also had lots of media outlets talk about us or invite us onto their podcasts. Here is a link to check all that out as well: [Media Features Link]

This is an auto-sent message to be clear, but if you booked this, I am looking forward to talking then!

Best,

[Your Name]

SMS Reminder: 30 Minutes Before the Meeting

Hey [Prospect Name]! Before our call tomorrow, I wanted to send you a link to our Media Features so you can see what other third-party publications and podcasts have had to say about us!

I recommend checking it out before our call.

[Media Features Link]

This is an auto-sent message to be clear, but if you booked this, I am looking forward to talking then!

Why This Approach Works

1. Builds Credibility: By encouraging prospects to research your company and founder, you demonstrate transparency and confidence in your reputation. This can significantly enhance their perception of your authority.
2. Showcases Media Features: Directing prospects to your media features highlights your expertise and third-party validations, which can be a powerful persuasion tool.
3. Reduces No-Shows: Sending reminders keeps the meeting top of mind for the prospect, reducing the likelihood that they’ll forget or miss the appointment.

Setting Up These Reminders in Calendly

Setting up these reminders in Calendly is straightforward. Here’s a brief guide:

1. Access Event Types: Go to your Calendly dashboard and select the event type you want to add reminders to.
2. Email Reminders: Under the “Notifications and Cancellation Policy” section, add an email reminder. Customize the timing (one day before) and content using the template provided.
3. SMS Reminders: Similarly, add an SMS reminder under the same section. Customize the timing (30 minutes before) and content using the SMS template.

For a detailed walkthrough, you can watch this helpful YouTube video.

Conclusion

In today’s competitive business landscape, establishing authority and credibility is crucial. Grant Lira’s strategy of using Calendly to send pre-meeting reminders is a simple yet effective way to ensure that your prospects are well-informed and impressed even before the first call. 

By integrating these reminders into The Empathy Firm’s scheduling process, he and his brother Gavin Lira were able to reduce no-shows and set a strong foundation for many successful conversations. 

Follow Grant Lira’s advice, and watch as your pre-meeting preparation transforms your client interactions.

Published By: Aize Perez