Annette Montgomery
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  • You want clients to easily book appointments.
  • You want to stop spending so much time answering texts about scheduling. 
  • You want to clearly lay out policies and expectations so that your needs as a business owner are met. 

With the scheduling audit we're going to find out:
  • How easy is it to business with you?
  • How clearly are you laying out directions and expectations?
  • Do potential clients feel frustrated or confused when scheduling?
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What the scheduling audit includes:
  • a complete audit of your current scheduling process (delivered via Google doc or recorded Zoom video)​
  • suggestions for improvement
  • celebration for things you're doing really well​

I want to see what your client sees: website, social media, confirmations, reminders, intake, policies. 

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I'll pretend to be a new client that's anxious to get in and ​see how amazing you are!
  • I'll book an appointment from the platform of your choice (website, Facebook, Instagram, etc)
  • I'll go through the whole process, from booking to "showing up" for the appointment.
  • I'll be taking notes on
    1. how easy it was to find information
    2. how clear instructions were
    3. if I felt like I knew what to expect
    4. what felt easy
    5. what felt confusing or difficult

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  1. pay for the scheduling audit 
  2. you'll receive a Google doc to fill out. This is where you'll be sharing current struggles, preferences, things you want me to pay close attention to, etc. If you don't want to share via Google doc other options are available.
  3. if you require a deposit or credit card to book an appointment, you'll need to create a coupon code so I can bypass this step

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  • Home
  • About
  • Testimonials
  • Raising your rates
  • Courses
  • Resources