Improve Team Scheduling and Calendar Management With Gary the Tortoise

Opening message: On the Dot by OnceHub: Scheduling Advice With Gary the Tortoise

Gary: “Welcome back to On the Dot! Today, we’ve got Jessica, head of sales in a successful service company. Hi, Jessica! What’s going on?”

Jessica : “Oh, Gary, what can I say, my business is thriving, but scheduling? It’s a nightmare!”

Gary: “Let me guess—team drama?”

Jessica : “Oh, you bet! My team can’t stop comparing the number of leads they each get. It’s a mess. But that’s not all of it. Unqualified leads keep booking—some try to pitch us their services instead of buying ours! Meanwhile, VIPs are upset they’re meeting one of the juniors when they expect to meet me. I’m losing sleep over this!”

Gary: “Sounds like you’re stuck in a scheduling spiral. But, don’t worry! I’ve got you covered. Simply use a routing form. It screens out mismatched leads and gathers important details before the meeting. Need to make sure you handle VIPs? The routing form will do that for you as well. You just ask a few qualifying questions and direct people to the most relevant calendar based on their answers or contact info. 

Jessica : “Gary, this is a game-changer, I can already breathe easier. But what about my team? I really want to keep them happy.

Gary: Ah, well that brings us to another cool feature called Dynamic Team Scheduling. It lets you distribute meetings based on availability or team capacity. You can show your entire team’s availability on one calendar so that your leads are never left hanging. Or - and this part will solve your team drama - you can use Round Robin distribution to make sure the meeting load is shared evenly between team members.”

Jessica : “So my team will stop fighting, my clients will get exactly what they need, and I’ll finally sleep again! I think you have just saved my department and my sanity. Thank you!”

Gary: “That’s what I’m here for. And hey, if anyone else out there is stuck in a scheduling spiral, you know where to find me. Till next time, remember - it’s not just scheduling, it’s OnceHub!”

Closing statement: You've been listening to On the Dot by OnceHub: Scheduling Advice With Gary the Tortoise