Scheduling Software Setup

Overview

Scheduling tools like Calendly, Chili Piper, or Acuity streamline the process of booking meetings, demos, or service appointments. Proper implementation removes friction for customers and prospects — improving conversion and operational efficiency.

Common Use Cases

  • Booking sales calls or demos from website

  • Routing leads to the right rep or location

  • Syncing calendars across SDR or AE teams

  • Automating confirmations, reminders, and rescheduling

Who is this for?

  • B2B and service businesses with manual booking

  • Teams running outbound or inbound sales motions

  • Operators optimizing call center or showroom utilization

  • PortCos focused on increasing lead conversion

Why Claymore Connect

We connect you with vendors who configure your scheduling tools to reduce no-shows, route leads correctly, and integrate with your systems.

Custom logic based on territory or availability

CRM and marketing automation integration

White-label and branded experience setup

Mobile-friendly UX and timezone handling

Sample Results

  • 50% reduction in lead drop-off pre-meeting

  • 3x increase in booked demos

  • 80+ hours/month saved on manual scheduling

What to Look for in a Scheduling Vendor

  • Platform experience with your use case

  • Integration with CRM and workflows

  • Custom routing setup

  • Clear UX and mobile-first testing

Related Services

  • CRM Integration

  • Marketing Automation

  • SDR Services

  • Call Center Setup

Get Matched with a Scheduling Setup Expert

We’ll introduce you to a proven scheduling software partner who delivers the right story, in the right format.