Content
8 modules
Course length
0 mins
Instructor
Kevin Au
Description
Instantly transform web form submissions into scheduled meetings.
This course shows you how to use BookIt for Forms to connect prospects with the right reps in real-time, eliminating the follow-up delays that kill conversions. You will learn to leverage LeanData's powerful matching algorithm and visual FlowBuilder to automate the entire scheduling process, allowing prospects to book a meeting while they are still engaged on your website.
Objectives
Course Objectives
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Learn why instant, real-time scheduling is critical for maximizing inbound lead conversion.
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Understand how BookIt for Forms connects your web forms to LeanData FlowBuilder.
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Learn how to use BookIt for Forms to dynamically route prospects to the correct calendar.
1.
BookIt for Forms - What is It?
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2.
BookIt for Forms - See it in Action
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3.
BookIt for Forms - Set it Up
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4.
BookIt For Forms - FlowBuilder Overview
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5.
BookIt For Forms - FlowBuilder Action Nodes
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6.
BookIt For Forms - Chatbot Compatibility
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7.
BookIt for Forms - Reporting & Troubleshooting Tools
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8.
BookIt For Forms - General Settings
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