Choosing Between Calendly and Forms for Lead Collection | RevGenius

Choosing Between Calendly and Forms for Lead Collection | RevGenius

Williams J.
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Do you need help with your sales?
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Mike C.
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Williams J. LOL what? ^
Mike C.
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Chandana P. - yeah, I keep cal.com on my site. I don't get a ton of inbound from my site (~90% of my clients come from referrals) but I keep it there nonetheless. Then I filter post submission.
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Valerie C.
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If you use Google workspace, they have the cal now
Chandana P.
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Valerie C. have you had good exp with google cal? I had trouble with meeting bookings and follow-ups before
Valerie C.
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I have had good experience, never heard of trouble
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Tony W.
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You can imbed your calendly behind the form for the best of both worlds. Once someone submits the form they are presented the booking page in the Iframe
Valerie C.
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Tony W. why both?
Mike C.
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'Friction'. That's perfect. Tony W.
Chandana P.
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Isn't the whole point to eliminate friction? I understand this works for well-known brands where prospects are 'warm'.. but for early-stage..??
Tony W.
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I'm not following why you think presenting the booking page immediately after someone submits a form adds friction. It in fact doesn't the exact opposite
Tony W.
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If you're comparing it to not having a form and only having a booking page then I see what you mean but I wouldn't consider that friction at all.
Mike C.
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Hmmm Chandana P. maybe I misinterpreted? Very possible. I was running around like crazy yesterday. I assume we wanted to set up some hurdles so the wrong folks don't fill forms? If that is the case, waiting to prompt visitors with your booking link until after they fill out of contact us form or similar should had enough of a buffer/friction. I just went back to reread your original.... feels like I correctly read it. Please sent me straight if I didn't haha!
Chandana P.
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Tony W. okay so here's a scenario.. prospect lands on the website, clicks on the cta that says "book a 30-min audit" and is taken to a form. For most, that's it. That's where their action ends. But here, we're again asking them to book a slot (using a calendar app which will again ask them to fill out their name and other details??). That's a lot of steps from landing page to actual conversion. Unless it's a known/trusted company and the prospect is really interested, they wouldn't go through it. Especially for early stage saas, I see a lot of prospects dropping at the form, not even taking the time to fill it.. but form + calendar.. isn't it a lot of friction?? Mike C. no, I was asking about forms vs calendar.. i see your answer: calendar. Wondering how a forms + calendar setup workds
Valerie C.
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Form you would capture the lead even if they don't actually book the slot Could you frame something in so they stay all within the landing page experience (so, I think I misunderstood and am steering more toward Tony's "iFrame" answer, and have the fields they already filled out be auto filled or suppressed? What is your CRM? What is the LP on?