Free consultation booking
Traffic lands on a service page, books a free call through an embedded calendar, and the call closes a high-ticket engagement.
How this funnel works
The standard funnel for consultants, agencies, and professional services. The calendar embed is the conversion point on the site, and the show rate plus close rate on the call decide whether the numbers work. Both happen off the site, so the offline steps hold the forecast and get filled by a CRM webhook or a manual entry.
Benchmarks
Low, typical, and high values a marketer would recognize. The forecast preset uses the typical column.
| Step | Low | Typical | High |
|---|---|---|---|
Service page to booking page Conversion rate · paid search and organic mix | 8% | 15% | 25% |
Booking page to booked call Conversion rate · Calendly and HubSpot Meetings embeds | 15% | 30% | 45% |
Call show rate Conversion rate · with SMS and email reminders | 50% | 65% | 80% |
Call to signed client Conversion rate | 15% | 25% | 40% |
Paid search CPC Cost per click · professional services keywords, US | $3.00 | $6.00 | $14.00 |
Setup checklist
In the app, items flip to done when the Setup Assistant verifies the matching node.
- 1Service page tracked
- 2Booking page tracked
- 3Calendar booking captured as a form event (Calendly or HubSpot recipe)
- 4Booking confirmation page tracked
- 5Call outcome sent by CRM webhook or entered on the offline node
- 6Signed engagement carries contract value
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