Professional Services User Group
This forum is for individuals in the realm of professional services. Discussions in this forum focus on maximizing client relationships and service excellence while tackling client consultations, project milestones, and collaboration.
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I’m a longtime Calendly user and absolutely could not get along without using meeting types to set up calls with prospects, customers, partners and colleagues. While I sometimes set up special meeting series for a specific client, especially if I’m engaged in any interviews with their customers, I have a few fallback meetings that I use all the time.These are my 30 and 60 minute sessions. I have a series of invite questions that I use for these and have them both captured as a macro using the app TextExpander on the Mac so that I can easily drop them into a chat or social media direct message.Lately, I’ve expanded my meeting types to specialized sessions for parters or other non-business functions.I’m curious what others use?
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