Make appointments easier to complete
A booking journey should show what the appointment is for, how to choose a suitable time, and what happens next. We check confirmation messages and staff notifications as well as the visible form, including what happens when a requested slot is unavailable. Leave the team with a decision, an owner, and a review date.
Trace how someone first hears about the business, compares the offer, makes contact, and becomes a customer. Find the stage that loses suitable prospects before choosing more channels. Keep the next round of work small enough to assess clearly.
A fair comparison
Compare periods with similar trading days and note promotions or changes in capacity. A short spike should not set the next budget by itself. Leave the team with a decision, an owner, and a review date.
Keep advertising accounts, analytics, domains, and customer records under business ownership. Document access and handover responsibilities before work begins. Document recurring costs and the person who controls each account.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities