Discovery Call Funnel
A wellness practice’s calendar is its scarcest resource. Filling it with the wrong prospects (price-sensitive, not-yet-ready, browsing) costs you both the slot and the energy to recover from a bad call.
This feature qualifies before booking.
How it works
1. Application page (not just a calendar link)
A discovery-application page captures the prospect’s:
- Primary symptom or goal
- How long they’ve been dealing with it
- What they’ve already tried
- Their investment readiness (price tier shown upfront)
Tire-kickers self-select out at this step.
2. Auto-screening
Submissions are scored against your fit criteria — modality match, severity, investment ready, in-service-area. Only fit applicants proceed to booking.
3. Booking with friction-aware timing
Fit applicants get a calendar link offering slots no sooner than 48 hours out (a longer pause filters impulse-bookers and respects practitioner prep time).
4. Pre-call education
Between booking and call:
- Welcome email explaining what to expect
- Pre-call form deeper than the application
- Reminder 24 hours out
- Reminder 1 hour out (SMS)
5. Post-call routing
- Booked-to-program → onboarding sequence
- Not-yet-ready → 90-day nurture
- Disqualified → polite referral list
Why it matters
Without this, every wellness practice has the same complaint: “I’m talking to ten people a week and only one is ready to commit.” With this funnel, you’ll talk to four people a week and three will commit. Same revenue, less burnout.
Configure during onboarding
We tune the scoring rubric to your specific fit criteria during the 10 dedicated configuration hours. Different modalities have different “fit” definitions — we adjust accordingly.