Get Set Up and Running with Calendly
...in 90 minutes!
...in 90 minutes!
For coaches, consultants and creatives (and anyone else) who needs to easily book one-on-one appointments
You’re running a business—and now it’s suddenly online—and you’ve got so many new things to do. You know that you’ve got to book appointments with clients (or potential clients), but it’s time consuming. You want appointment setting to be a breeze, not a chore.
He’s the Calendly King!
I needed to get my calendar set up quickly so I could start booking appointments. My Zoom wasn't connected properly or showing up in my appointment types and Lawrence got that fixed. He's really knowledgeable — we got everything set up — it was an incredibly valuable session. He explained things in a way that made it so easy to understand for a person who isn't technical. I ABSOLUTELY recommend Lawrence — he's done all the work for you and knows all the ins-and-outs. He's the Calendly King!
If you could have clients or prospects easily book some time with you, would you do that?
Of course you would.
According to a very un-scientific survey I recently did amongst users of appointment booking apps:
Saved time by using one.
Saved 1-5 hours per month (what would YOU do with that extra time?)
Booked additional or new appointments because they used one.
And, 60% of those additional appointments became paying clients. (Your mileage may vary on this one!)
That’s why you’ve been looking at all the appointment booking apps that are out there. You’ve done your research, asked your clients, colleagues and friends, and decided that Calendly is the one for you.
Is this you?
“OMG! It’s so complicated. I don’t understand all the options!”
We’ll review all of the setup options for an appointment, work out what’s best for you—and you’ll know how to change them on your own.
“How do I get it to seamlessly connect to my calendars and Zoom?
We’ll go through the entire process and test it to make sure it’s right. No more switching from one app to another and doing it all manually!
“My business is growing and I just don’t have the time to fiddle with this”
That’s why I’m here. I’ve already spent the time learning this stuff and now I can help you!
Luckily, you can avoid all that!
With the Calendly Jumpstart Session, you’ll be up and running in 90-minutes (really). (OK, sometimes it takes 2 hours—but that’s OK, I won’t close up the Zoom session!)
He knows all the details
I needed to see how Calendly would synchronize with my calendar and Lawrence showed me how it works. He knows all the details and features and I've got it now. He's got the expertise, the patience, and he's fun to work with! The session well exceeded my expectations.
This is where the Calendly Jumpstart comes in!
(along with me, that is. I’ll be with you every step of the way. This is a hands-on interactive session.)
Hi, I’m Lawrence Fox, the CPA who loves to do bookkeeping and accounting. I’m the go-to guy for coaches, consultants and creatives who are overwhelmed by their accounting.
So what does that have to with Calendly?
Trying to book appointments with my clients used to be a major hassle, especially when I moved my practice to the online world. I needed a solution that would save me time and make it quick, simple and easy for my clients or prospects to book appointments with me.
I had noodled about with Calendly, never using it seriously until a colleague showed me how—and then I committed myself to trying it.
I’ve never looked back since.
It paid for itself in time savings alone in the first two days I used it.
I started to rave about it to anyone who’d listen—who then told me “Boy, do I need help with that!”
I’m no dummy (I am an accountant after all), and so I created the Calendly Jumpstart Session to do just that!
Here's what I know about you:
- You’ve got a growing business and you want it make it easier and less time-consuming to book an appointment.
- You’re unsure of how to get it set up and if it will even do what you want it to do.
- You want to get this done and dusted and done now.
What are the top 3 reasons for getting Jumpstarted?
Stress Free Setup...
In 90 minutes, you'll be done and ready to use it.
Say goodbye to scheduling issues...
And you can be one of those people who confidently hand out a scheduling link in an email, blog post or networking event so you easily get one-on-one with clients and prospects.
You could spend the time figuring it out on your own...
But you can have a system in place to arrange a meeting easily without investing days of your time learning how.
Your Calendly Jumpstart Includes:
The Jumpstart Warmup Kit
This is your first step to get you going, and will maximize the usefulness of our time together. The Kit includes a summary of the Calendly pricing/feature options and some help on choosing which one is best for you. (We’ll review this in your session). It also includes a road map of how Calendly works with your online calendar. And you’ll get a worksheet to help you start brainstorming about your appointment (event) types
The Jumpstart Session
We’ll have a 90-minute interactive Zoom session where we’ll do the actual work. We’ll discuss your goals with setting appointments, confirm your choice of Calendly package, and start creating appointments customized to your unique business. And you’ll get to ask all the questions that you’ve got and I’ll try to answer them all. (I’m good, but not all-knowing. But I’ll follow up and find out!) When we’re done, you’ll be able to use Calendly with confidence and say goodbye to scheduling issues!
(Want to know all the nitty-gritty details about what we’ll cover in your session? Here they are:)
During your session we will:
- Review how Calendly works
- Analyze your business to select the Calendly package that fits your needs
- Setup your Calendly account or upgrade your existing one
- Connect your calendars to Calendly
- Connect Calendly to your video meeting software
- Brainstorm and create one or two appointment types
- Test setting an appointment
- Book a free followup session (for two weeks later)
Jumpstart Followup Zoom Call
During your session, we’ll book a 30-min follow up appointment for 2-3 weeks later to review your progress, share success stories, and answer any other questions that you might have.
Your Investment:
$399.00 CAD
(including HST if you’re in Canada)
(If you’re in the US, UK or EU, you get the benefit of that sweet-as-maple-syrup exchange rate difference!)
Warning! Warning! Warning!
Before you click on that button below to book your session:
- If you’re using Microsoft 365 (formerly Office 365) Personal or Family Edition on the Mac AND you want to use the Office Calendar, you’re out of luck. Calendly, Apple and Microsoft are definitely not holding hands and sharing the sandbox. It’s not a COVID thing. It’s been that way for some time. There’s nothing I can do to help you. I’ve tried. Really, really tried (unless you want to switch to another online calendar but stay with Outlook for your email, as some of my clients have). Some days ya just gotta admit defeat and move on.
- If you’re using the free version of Outlook email and calendar (℅ https://outloook.live.com), you may not have access to all of Calendly’s automated features.
Danger, Will Robinson! Danger!
I booked two appointments the next day
Lawrence is knowledgeable and more importantly — patient! He's a great listener. I learned to adjust my availability, schedule my lunch breaks, and even ensure that I could have Friday afternoons off. I can now give my clients the choice between Zoom and telephone when making an appointment. Connecting to my calendar and to Zoom were easy. And I booked two appointments the next day at a networking event! Thanks for helping me get this off my "to do" list where it's been sitting for ages. I definitely recommend that you book a session with him!
Ready to get Started? Here's how:
Step 1: Book your Session
Pick the day and time and that fits your schedule for your Jumpstart Session from the calendar below. Click on the "Confirm" button when it pops up and you're on your way.
Step 2: Calendly Jumpstart Warmup Kit
Within 24 hours of booking your Jumpstart, you’ll receive an email from me with details about your Session and your Calendly Jumpstart Warmup Kit .
Step 3: Jumpstart Time!
We have your session on the day and time that you've choosen and you will say goodbye to scheduling headaches and hello to more time to do what you love!
Yes! I want to book my Calendly Jumpstart Session now.
This charge will appear on your credit card statement as a payment to PAYPAL *WIZARDGROUP
Testimonials
What some of our graduates say
I booked two appointments the next day
Lawrence is knowledgeable and more importantly — patient! He’s a great listener. I learned to adjust my availability, schedule my lunch breaks, and even ensure that I could have Friday afternoons off. I can now give my clients the choice between Zoom and telephone when making an appointment. Connecting to my calendar and to Zoom were easy. And I booked two appointments the next day at a networking event! Thanks for helping me get this off my “to do” list where it’s been sitting for ages. I definitely recommend that you book a session with him!
Heather Freed CFP, CLU, CHS
He’s the Calendly King!
I needed to get my calendar set up quickly so I could start booking appointments. My Zoom wasn’t connected properly or showing up in my appointment types and Lawrence got that fixed. He’s really knowledgeable — we got everything set up — it was an incredibly valuable session. He explained things in a way that made it so easy to understand for a person who isn’t technical. I ABSOLUTELY recommend Lawrence — he’s done all the work for you and knows all the ins-and-outs. He’s the Calendly King!
Nelson Hudes
He knows all the details
I needed to see how Calendly would synchronize with my calendar and Lawrence showed me how it works. He knows all the details and features and I’ve got it now. He’s got the expertise, the patience, and he’s fun to work with! The session well exceeded my expectations.
Arshia Shirazi
I learned how quickly I can customize Calendly for my needs
I learned how quickly I can customize Calendly for my needs. Lawrence is down-to-earth and not scary. He’s funny and intelligent and yes, I definitely recommend you get in touch with him.
Katherine Taylor
His level of client commitment is rare!
I wanted a general overview of Calendly, and Lawrence did an outstanding job, way beyond my expectations. He did most of the work for me, explaining it as we went along. His patience, demeanour and outstanding customer service and followups were outstanding. I absolutely recommend you book a Session with him! His level of client commitment is rare!
Larry Hoover
Not just the AccountingWizard, he’s the Calendly Wizard, too!
My online business is starting to grow, and I needed help with scheduling Zoom meetings. I wanted to check that I’d set up my first Calendly event properly, and to learn helpful hints for using Calendly in the future. Lawrence’s practical solutions and great sense of humor are just what I needed! I abso-effing-LUTELY recommend him–he’s not just the Accounting Wizard, he’s the Calendly Wizard, too!
Cindy Shelhart
Got questions? I got answers
(As Joe Friday would say "Just the FAQs ma'am")
(As Joe Friday would say "Just the FAQs ma'am")
90-minutes minimum. Sometimes we’ll go as long as two hours.
$399.00 CAD (including HST if you’re in Canada)
(if you’re in the US, EU or UK, you get the benefit of that sweet-as-maple-syrup exchange rate difference!)
When you book your Session, you’ll be taken to Paypal. You can use your credit or debit card to pay there. This charge will appear on your credit card statement as a payment to PAYPAL *WIZARDGROUP
You can re-schedule your appointment twice through a Calendly link.
After that you’ll have to re-book and pay again.
No refunds.
Maybe—if you’ve already spent some time with the product and you take this session to sharpen your skills and knowledge. But if not, you’ll certainly be a journeyman on their way to mastery and you’ll have the skills and knowledge to handle Calendly and make it work for you. No longer a padawan, but not yet a full Jedi.
I’m Lawrence Fox, the bowtie-wearing, fountainpen-wielding CPA who loves to do bookkeeping and accounting. I’m the go-to guy for coaches, consultants and creatives who’d rather have root canal than do their books.
(Oh, and by the way, I do bookkeeping and accounting too. Interested in talking about that after we get you sorted out?)
