Scheduling Built for
Agencies.
Your new business team sends one link. Prospects book, complete your brand intake, and confirm -- while your account team manages client reviews without coordinator overhead.
The scheduling problems holding you back
Warm prospects go cold while you coordinate discovery calls
Every hour between a prospect's first expression of interest and a booked call is a conversion risk. Schedly's same-day booking captures intent while it is hot.
Client review scheduling is a monthly email nightmare
Monthly and quarterly reviews are the heartbeat of agency retention -- but coordinating them manually is chaos. Schedly's self-scheduling turns reviews from burdens into automated calendar events.
Your new business intake is reactive, not systematic
Gathering client information during the first call wastes both parties' time. Schedly's intake forms collect brand situation, challenge, and budget before the first meeting.
Built for agencies.
Every feature designed around how you actually work.
New business discovery booking
Link from proposals, pitch decks, and email signatures. Prospects book, complete your brand intake, and automatically route to the right account director.
Client review automation
Recurring client review calls self-schedule via link sent in your monthly reporting email. Account teams manage more clients with less coordination overhead.
HubSpot and CRM integration
Booked meetings create contacts and log activities in HubSpot, Salesforce, and Pipedrive. Pipeline stays current without manual CRM updates after every call.
"We added our Schedly discovery call link to every new business email and proposal we send. Our booked discovery call rate increased by 65% in the first month. Prospects book while they are interested instead of waiting for us to follow up."
Agency Guide to Automated Client and New Business Scheduling
Agencies run on meetings. New business meetings, campaign kickoffs, creative reviews, monthly reporting calls, quarterly strategy sessions -- the meeting cadence of a well-run agency is dense and regular. When these meetings are coordinated efficiently, they build client relationships and drive business growth. When they are managed poorly -- through disorganized email chains, missed scheduling follow-ups, and last-minute rescheduling requests -- they create operational chaos that undermines both client satisfaction and internal team efficiency.
Capturing Warm New Business Prospects
The window between a prospect's first expression of interest and their first scheduled meeting with your agency is one of the highest-risk phases of the new business pipeline. Prospects who have to wait for a response before they can schedule a discovery call may lose interest, receive a competing proposal, or simply deprioritize the search. A scheduling link included in every new business email, proposal, and pitch deck allows prospects to book the moment they decide to -- while their interest is highest. This shift from passive waiting to active booking can increase discovery call conversion rates significantly.
Monthly Client Reviews as a Retention System
Client retention in agency relationships is built on consistent, valuable communication. The monthly review call -- when the account team presents results, discusses strategy, and demonstrates proactive thinking -- is the primary retention mechanism available to agency teams. When these calls are easy to schedule, they happen consistently. When they require three emails to coordinate, they slip. Schedly turns the monthly review scheduling into a zero-friction self-service experience: the client receives a link with the account manager's available windows, picks a time, and the meeting is confirmed. Retention meetings stop falling through the cracks of a busy agency calendar.
Common questions
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.