Lead Management

Booking friction basics

Reduce the effort between qualified interest and the booked appointment.

Learning objective

Identify common points where prospects fail to book.

Booking friction appears when a qualified person needs too many manual messages to take the next step.

Practical example

A law firm routes enquiry types to the right consultation link and sends confirmations, reminders, and no-show follow-up.

Checklist

  • Choose appointment types
  • Clarify routing
  • Set confirmations
  • Set reminders
  • Track outcomes

Business systems assessment

Turn the lesson into a workflow decision.

Use the assessment to decide whether this lesson points to the workflow DOS should inspect first.