Question
How do you use Calendly to qualify leads before a meeting?
I’m curious how other businesses are using Calendly beyond simply letting people choose a meeting time.
For example, do you use routing forms, custom questions, or different event types to collect information before someone books a call?
I’d especially like to hear what workflows have worked well for:
- qualifying leads before sales calls
- directing different types of prospects to the right person
- reducing no-shows
- collecting useful information before the meeting
What setup has worked best for you, and is there any Calendly feature you think makes a big difference?
