Playbooks

Copy the exact steps to launch fast. Each playbook links to the tools, templates, and email sequences you need.

48-Hour Booking Funnel

Calendly + Brevo confirmations, reminders, and no-show recovery.

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Free Checklist Lead Magnet

Landing page + delivery email + 3-part nurture that converts.

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Quick Quote / Estimate Funnel

Form → instant email → follow-up + review request loop.

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Webinar / Workshop Registration

Registration page, reminders, replay page, and post-event CTA.

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Patient / Client Intake

Pre-visit form, file uploads, reminders, missed-appointment path.

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48-Hour Booking Funnel

Goal: publish a bookings page in under an hour, then add confirmations, reminders, and no-show recovery.

Part A — Set up Calendly (15–20 min)
  1. Create/choose an Event Type (30-min Discovery Call). Enable “Minimum notice” (e.g., 6 hrs).
  2. Notifications → turn ON email confirmations and 1–2 reminders (e.g., 24h & 2h).
  3. Redirect after scheduling (optional) → a Thank-You page on your site.
  4. Copy the **Embed** code for “Inline” to place on your Contact or Book page.
Part B — Build the bookings page in WordPress (10–15 min)
  1. Create page “Book a Call”. Hero: promise + bullet benefits + trust bar.
  2. Add a Custom HTML block and paste your Calendly embed.
  3. Add a short FAQ: “What we’ll cover”, “Who this is for”, “Cancel/reschedule”.
Part C — Connect Brevo for reminders + no-show path (20–25 min)
  1. Install/activate the Brevo plugin → connect API key → verify sender.
  2. Create a **List** “Bookings”.
  3. Automation: When a new contact is added with tag **booked-call** → send confirmation email (Brevo) + schedule a reminder at **T-24h** and **T-2h**.
  4. No-show path: If link “Mark attended” in confirmation isn’t clicked by +4h after event, send **reschedule email** with your Calendly link.
Part D — Copy blocks to paste (Hero + CTA + FAQ)

Hero (paste on your Book page):

Book your discovery call

Get clarity on your stack, next steps, and a simple launch plan. No pressure—just practical direction.

  • Pick the right tools for your niche
  • See the exact funnel to launch first
  • Leave with a 7-day checklist
Prefer email? Contact me

FAQ (paste below your Calendly embed):

  • What we’ll cover: your goals, current tools, and the fastest path to bookings.
  • Who this is for: clinics, coaches, and local services.
  • Rescheduling: your confirmation email includes reschedule/cancel links.
Part E — Email templates (Brevo) to copy

Confirmation: Subject: Your call is booked: {{ event_date }}
Body: Thanks for booking! You’ll get reminders 24h and 2h before. Need to reschedule? Click here.

No-show recovery (send +4h if no attendance tag): Subject: Missed you—want to reschedule?
Body: Life happens. Grab another time that works for you: Book again.

Next: add UTM parameters to your Calendly link so you can see which pages/ads drive bookings.

Free Checklist Lead Magnet

Coming next: landing page layout, delivery email, and 3-part nurture with timing.

Quick Quote / Estimate Funnel

Coming next: form fields, auto-reply, and follow-up sequence.

Webinar / Workshop Registration

Coming next: registration page, reminder cadence, replay page.

Patient / Client Intake

Coming next: pre-visit form, file uploads, reminders, missed-appointment path.