Scheduling for
Marketing Agencies
From new business discovery calls to monthly campaign reviews, Schedly eliminates scheduling overhead so your team focuses on strategy and creative work.
On scheduling coordination across client accounts
Redirected to billable strategy and campaign work
When booking links go in proposals vs. email chains
Prospects book while intent is highest
Intake forms collect goals before every call
Every meeting starts with alignment, not preamble
Automate every marketing agencies workflow
From first inquiry to completed appointment, Schedly handles the scheduling logistics.
New Business Discovery Calls
Prospects click your proposal or website booking link, pick a time, and complete a brand intake form. Your new biz team arrives fully briefed.
Monthly Campaign Reviews
Recurring client review calls booked on a standing schedule. Clients self-manage their time slot -- no account coordinator needed.
Creative Reviews and Approvals
Ad hoc creative review calls booked quickly via link in Slack or email. Collect the deliverable type and review goals before the call.
Strategy Workshops
Quarterly strategy workshops with full-day availability blocking and pre-work questionnaire sent to all attendees.
Pitch Presentation Meetings
Final pitch meetings booked with precision -- right time slot, right team member, right agenda captured in advance.
Built for marketing agencies workflows
Purpose-built features that understand how you actually work.
Client brand intake forms
Every new business call comes with a brand questionnaire: industry, target audience, competitors, current challenges, and budget range. Your team arrives prepared.
Round-robin for account teams
New business inquiries route to the next available account director. No traffic cop required for inbound lead management.
HubSpot and CRM sync
New meeting bookings create contacts and log activities automatically in HubSpot, Salesforce, or Pipedrive via native integration or Zapier.
"Our new business team used to lose warm prospects in the back-and-forth of scheduling a discovery call. Now every outbound email includes our Schedly link. Prospects book the same day they receive our pitch. Our new business meeting volume went up 60% within the first month."
How Marketing Agencies Eliminate Scheduling Friction with Clients
For marketing agencies, client relationships are built and maintained through consistent, high-quality meetings. Proposal kickoffs, monthly campaign reviews, creative approvals, and quarterly strategy workshops are the touchpoints that define the client experience. When these meetings are difficult to schedule -- when it takes three emails and a week to find a time -- the friction itself signals disorganization and undermines client confidence. Scheduling software removes this friction entirely from both the new business and account management workflows.
Capturing the Warm Prospect Before They Go Cold
The most critical scheduling moment in an agency new business pipeline is the immediate follow-up after a warm referral or inbound inquiry. Prospective clients who reach out about agency services are typically evaluating multiple vendors simultaneously. The agency that books a discovery call fastest has a structural advantage. Including a Schedly booking link in every outbound pitch email, proposal, and LinkedIn message means that interested prospects can lock in a time the moment they decide to move forward -- not after waiting a day or two for an email reply with available times.
Systematizing Recurring Client Reviews
Monthly and quarterly client reviews are the primary retention mechanism in agency relationships. Clients who feel informed and aligned with their agency are far less likely to defect. But recurring reviews are often the first thing to slip when account managers get busy with campaign execution. Scheduling software solves this by letting clients self-book their review call within the account manager's available windows, with an automated agenda intake questionnaire that ensures both parties arrive prepared. The review becomes a low-friction, high-value touchpoint rather than a logistical burden.
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.