Mark each step as automated, manual, or missing. See where the path breaks between first interest, booking, reminders, follow‑up, and the next step.
Already know the journey is messy? Start the Setup Check.
Mark each step. Automated scores highest. Manual and missing steps show where the path needs repair.
They land on your site. Is there a clear next step visible? A form, a button, a way to reach you.
They took the action. Do they get an instant reply that confirms you received it.
Can they self-book online, or do they wait while you propose times manually.
A day before, an hour before. Does something nudge them so they actually show up.
They missed it. Does your system reach out to reschedule, or do they just disappear.
Pipeline, tracker, dashboard. Can you open one screen and know who is at what stage.
Thank-you, next steps, review request. Anything that keeps the relationship going after the first appointment.
Every step is automated. If you want a second pair of eyes, the Setup Check is free.
A clean client path is built one step at a time. Each automated step protects the ones around it.
Send the page, form, booking path, reminders, and follow‑up pieces. We'll reply with the first fix and the offer that fits.
Start with a Setup Check