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Dear Calendly Community,

I am working to enhance the efficiency of my scheduling process for a consulting business, launched in March 2025, which offers strategic advisory services to small enterprises. While Calendly has streamlined my booking workflow, I am seeking to refine the use of routing forms to better qualify leads before scheduling meetings, ensuring only relevant prospects reach my calendar. Your guidance on this matter would be greatly appreciated.

My scheduling setup, managed on a Calendly Teams plan, integrates with Google Calendar and Zoom, following the Getting Started Guide. The routing form, embedded on my WordPress site, collects basic information such as company size and project scope, directing prospects to a 30-minute one-on-one event type. Currently, the form processes approximately 50 submissions monthly, with a 60% booking rate, but I estimate that 30% of booked meetings involve unqualified leads who lack alignment with my services.

To address this, I have adjusted form questions to include required fields for budget range and added a dropdown for service needs, yet the proportion of unqualified bookings persists. I have also reviewed form analytics in the Calendly dashboard to confirm proper routing logic and ensured compatibility with my site’s JavaScript settings.

Despite these efforts, I suspect my routing form’s question design or logic may not be sufficiently filtering leads, potentially allowing mismatches to proceed to booking. I am particularly interested in structuring questions or conditions to prioritize high-value prospects, such as those with specific budget thresholds or clearly defined project goals, without deterring genuine inquiries.

What specific strategies or configurations would you recommend for optimizing Calendly routing forms to improve lead qualification for a consulting business?

Thank you for your expertise and insights.

Have you tried integrating Stripe with your booking process requiring a small payment before the initial consultation? This will filter out those potential clients who are not serious or not a good fit. I find that less is more when it comes to first contact intake for potential clients and keep my Calendly forms super simple and to the point. 

Thanks for the suggestion! I tested integrating Stripe with a small consultation fee, which reduced unqualified bookings by ~10%. I appreciate the “less is more” tip. Any advice on which specific routing form questions to simplify to better qualify leads without losing genuine prospects?

Best, 
Gabriela Vale | Founder of Calchoras

I don’t actually use the routing form features as a true solo operation. I suggest using Perplexity AI Pro by giving it details of your business, how you’re using Calendly now, and suggestions on how you can streamline things using routing forms or other features. 

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