AI by industry · Marketing agencies
Online booking for marketing agency discovery calls
A marketing agency books more discovery calls by letting prospects pick a time right after they inquire, with a few questions that tell the team about the business, the goal and the rough budget range. Reminders reduce no-shows. It turns an email back-and-forth into a calendar entry with context attached.
Map your agency: see what could run on its own
Enter your website. The Brain reads it and shows every step of your marketing agency that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Ask just enough
The website, what they want help with, who is the decision maker and a rough monthly budget range if they are willing to share. Too many questions reduce bookings, so keep it short and see how many people complete it.
Route to the right person
A paid media question goes to your paid media lead. A website rebuild goes to the web team. Routing at booking means the person they speak to knows the topic.
Prospects who are clearly not a fit can receive a kind, quick reply instead of a call.
Reduce no-shows
A reminder the day before and an hour before, with the agenda and a way to reschedule, makes the call more likely to happen. A call that is missed can trigger a friendly note offering new times.
Picture this
Examples of what it can look like in a marketing agency. Illustrations, not clients.
A founder books a call at 10 PM. The form says they run a subscription box business and want help with email. The call goes to your lifecycle strategist.
A prospect with a very small budget books. You get a reply drafted that recommends a self-serve resource instead of a call.
A no-show gets an automatic, polite message with two new times to choose from.
Map your agency in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your marketing agency that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Questions
Should I ask about budget?
It helps filter, but some buyers skip it. A range with a “not sure yet” option is a good compromise.
Can it handle client meetings too?
Yes. Regular reviews and workshops can be scheduled the same way, with reminders and agendas.
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