Calendly, March 30, 2020
Calendly collects name and email addresses for each person that schedules with you, so we can share the calendar invite automatically and other notifications and reminders you set. You can take this a step further by adding custom questions.
Each custom question can be marked as required or optional for your invitees. Choose from a variety of answer types, like radio buttons, checkboxes or open-ended responses.
Simply including a few more questions on your scheduling form helps you understand your invitee’s needs and goals to better prepare for your meeting.
What would you like to accomplish in this meeting?
Provide any other information that will help me prepare for our meeting.
Example questions for meetings in your industry
Company or team size
Product or solution you’re interested in
What do you need help with?
What problems are you experiencing?
Pro tip: we have plenty of sales and customer success teams that map custom questions to Salesforce, so all data is within the CRM they work out of daily.
Which position are you interested in?
Keep in mind that including too many questions may get in the way of someone completing your scheduling form. We recommend limiting to the questions you absolutely need to help you prepare for the meeting and saving the rest of your questions for the meeting.
To get started, edit your event type and select “Invitee Questions” in the “Additional Options” section. Simply click “+Add New Question” and you can add up to 10 questions across the various answer types.
But the meeting lifecycle, a critical period in between those a prospect’s request for a meeting...