A 7-step playbook for consulting/service businesses to systematically lift lead → booked call conversion.
1. WhatsApp within 30 seconds
Webhook → WhatsApp Business API → personalized message with Calendly link, advisor face photo, 3 slots.
2. SMS fallback at 90s
3. Calendly slot strategy
Today + tomorrow + day after. 20 min, not 30 (lowers psychological friction).
4. Reminder sequence
- WhatsApp confirmation
- 24h reminder
- 2h reminder
- 30 min before with Zoom link
5. No-show recovery
6. Pre-call brief PDF
7. Measure weekly
Going from 8% to 34% show-up = 4x more calls with the same ad spend. Cheaper than doubling budget.



