STEP 5: BOOK CONSULTATIONS
Book more consultations or site visits
Outdoor living sellers close 50–80% of people they speak to. So the goal is simple: get more people on a call.
They got the quote. Now what?
Someone just received their automated quote. They saw their design in 3D. They saw the price. They’re excited.
This is the moment. Right now. While they’re still engaged.
If they already liked the experience — the 3D configurator, the instant quote — and they want to talk to you, they need an easy way to book a consultation or site visit.
Don’t make them call you.
Don’t make them email back and forth to find a time.
Make it dead simple: Click. Pick a time. Done.
The thank you page
After someone receives their quote, they’re redirected to a thank you page.
This page has one job: get them to book a consultation.
Here’s what it includes:
“Thank You! Your Garden Room Design is Ready.”
Simple. Confirms what just happened.
“Schedule a consultation call or showroom visit and meet our garden room design team.”
Tell them exactly what to do next.
Show them your available times right there on the page. They can see the calendar. They pick a time. They book.
No leaving the page. No extra steps.
You can use Calendly to book meetings.
Add a customer testimonial or review. Show them other people did this and were happy.
This reduces hesitation. Builds trust.
Here are a few more examples for inspiration:
Why this works
They’re already engaged
They just spent 10 minutes designing their product. They got an instant quote. They’re thinking about it right now.
That’s the perfect moment to offer them a consultation. Not tomorrow. Not next week. Right now.
No friction
They don’t need to:
- Call during business hours
- Email back and forth to find a time
- Wait for you to respond
- Play phone tag
They just click, pick a time, done.
It filters for serious buyers
Someone who books a 15–30 minute consultation is serious.
They’re saying: “Yes, I’m interested enough to give you my time.”
That’s a qualified lead.
You capture their commitment
When they book, you have them. Meeting scheduled. Calendar invite sent. Reminders set.
They’re not going to forget. They’re not going to disappear.
Mathew from Spolding & Sons:
“We get quite a lot of bookings come through. Most of them, since we’ve had this set up, we’re probably getting daily consultation calls booked in. We do tend to find people that have booked a consultation are very, very interested. If they’ve gone through the funnel, designed the building, filled the lead form, and then booked a call — we normally do very, very well with them.”
What makes a good booking page
Your thank you page with booking needs three things.
1. Clear call-to-action
Don’t be subtle. Tell them exactly what to do:
“Schedule your free consultation” “Book a showroom visit” “Talk to our design team”
Make the button big. Make it obvious.
2. Easy booking calendar
Show available times right on the page. Let them:
- See the full calendar
- Pick a date
- Pick a time
- Choose consultation type (phone, video, in-person)
The fewer clicks, the better.
3. Social proof
Add one customer testimonial. Or a review. Or a simple stat:
“Join 1,200+ UK homeowners who designed their dream garden room”
This reduces anxiety. Shows them other people did this successfully.
The competitive advantage
Let’s compare easy booking versus manual scheduling.
With manual scheduling:
Customer books: After multiple emails/calls
Time to schedule: 2-3 days
Your involvement: Multiple follow-ups
Booking rate: 5–10% of quote recipients
Customer perception: Complicated, slow
With easy booking:
Customer books: Immediately after quote
Time to schedule: 2 minutes
Your involvement: Zero
Booking rate: 15–25% of quote recipients
Customer perception: Professional, organized
Easy booking doubles or triples your consultation rate.
The results
Spolding & Sons:
“Most recently, we’ve just had one. It came through on the twenty-fifth of January. We sent him instantly the quote back. We followed up with him the next day. He then called, we had a lead call booked in for the next day. We did the consultation call and the following day he bought. So he’s gone from clicking on the funnel to three days later closed sale.”
Caribbean Blinds:
“Customers who have taken the time to fill that out and give up 15–30 minutes of their time are more serious. It works particularly well. It also helps us move that lead forward. It’s almost doing the follow-up for us because we’re not having to reach out to them after they’ve submitted the estimate. They’re already committing to talking to us.”
Next step
Now you need to close the deals that come through.
Step 6: Winning the Deal
That’s where you turn consultations into customers. We’ll cover that in the final lesson.
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