UPDATE: See GReminders Routing Forms for Native Routing functionality
If you have prospective clients scheduling with you using GReminders automated online scheduling, you may have wondered how you can funnel prospects with explicit needs to specific individuals in your company.
GReminders includes Round-Robin team scheduling that allows clients to book with the first available team member, but you may wish to steer prospects to a very specific team or individual. Typical screening could be for:
- Geographic Location
- Areas of Expertise
- Product Specialties
- Gender
- more
To accomplish this quickly and easily, set up a free account at Cognito forms. Cognito forms is a robust online forms application that has many features available with the free version. We are satisfied users ourselves.
Next, follow the steps in the video below and then share a link to your Pre-Screening form with your prospects.
This is a great way to do basic routing. Request information from your invitees or visitors and, based on their answers, route them to the best resource (individual OR team) in your organization to schedule a meeting or appointment.
If you have any questions, don’t hesitate to reach out to us here.
If you haven’t tried GReminders yet, sign up for a free trial by clicking on the Try if Free Today button below. Then be sure to schedule a one-on-one system setup call with one of our customer success team members.
Happy Scheduling!
Keywords: Forms, Routing, Responses, Teams
FAQs
How can I funnel prospective clients with specific needs to particular individuals in my company using GReminders?
You can use GReminders' Round-Robin team scheduling for general availability, but to steer prospects to specific teams or individuals based on their needs, set up a pre-screening form using Cognito Forms. Based on the responses, you can route prospects to the best resource in your organization.
What types of screening criteria can I use to route prospects to the right team member?
Typical screening criteria include geographic location, areas of expertise, product specialties, gender, and other relevant factors that help determine the best individual or team to handle the prospect's needs.
Is there a free way to create pre-screening forms for routing prospects in GReminders?
Yes, you can create pre-screening forms for free using Cognito Forms, which offers many features in its free version. After setting up the form, share the link with your prospects to collect information and route them accordingly.