Automate your discovery call pipeline.
Let prospects self-schedule while you focus on closing.
Discovery calls are the highest-value activity in most sales and consulting processes. Schedly automates everything before and after the call — prospect self-scheduling, intake form qualification, calendar sync, CRM logging, and reminder sequences — so you show up prepared and they show up ready to buy.
The exact flow your clients experience
From first click to confirmed booking — every step automated by Schedly.
Prospect clicks your discovery call link
From your website, email signature, LinkedIn profile, or outreach email — prospects click your booking link and see your real-time availability.
Qualification intake before booking
Intake form questions qualify the prospect: company size, current situation, biggest challenge, budget range. Only qualified prospects proceed to booking confirmation.
Automatic confirmation and reminders
Prospect receives branded confirmation with the meeting link and preparation suggestions. Multi-touch reminders fire automatically — dramatically reducing no-shows.
CRM updated before you pick up the phone
Contact created, intake data mapped to CRM fields, activity logged. You arrive at the discovery call with full context — no research required.
Everything you need for this use case
Routing to the right consultant or AE
For teams, routing forms assign discovery calls to the right person based on industry, company size, or geography — automatically and without coordinator involvement.
Intake as a qualification filter
Discovery call intake forms pre-qualify prospects, eliminating calls with out-of-budget or out-of-scope prospects before they consume your calendar.
Buffer time between calls protects quality
Configure minimum gaps between discovery calls. Consecutive calls without preparation time produce lower-quality conversations. Schedly enforces spacing automatically.
"Schedly made this use case trivially easy to set up. My clients love the self-serve experience, and I love that the whole thing runs on autopilot."
The Discovery Call Scheduling Stack That Fills Your Pipeline
Discovery calls are the gating mechanism for most consulting and B2B sales processes — the conversation that determines whether a prospect becomes a client. The quality and volume of discovery calls in any given week is one of the most direct predictors of pipeline health. Yet most consultants and sales teams manage discovery call scheduling through manual processes: finding a time via email, sending a calendar invite, following up with a link to a meeting platform, and hoping the prospect shows up. Each manual step is a drop-off point where the conversion from 'interested prospect' to 'held discovery call' can fail. Automating the entire sequence — from prospect's first click to the moment the call begins — eliminates all of these failure points.
Using Intake Forms to Qualify Discovery Call Prospects
Discovery call intake forms serve a dual purpose: they qualify prospects before you commit meeting time, and they brief you on the prospect's situation before the call begins. The qualification function prevents the most costly discovery call problem — spending 45 minutes with a prospect who is fundamentally out of scope (wrong company size, wrong budget, wrong problem). A simple 4-question intake form (company size, primary challenge, timeline, budget range) eliminates the majority of unqualified discovery call requests before they reach your calendar. The remaining prospects who book are better qualified on average, producing higher conversion rates from discovery call to paid engagement.
Measuring and Optimizing Your Discovery Call Conversion Rate
Discovery call conversion rate — the percentage of held discovery calls that advance to a proposal or engagement — is the most important metric in a consulting or professional services pipeline. Low conversion rates can stem from two sources: booking too many unqualified prospects (addressable through better intake form qualification), or conducting discovery calls in a way that doesn't identify strong mutual fit (a separate coaching challenge). Scheduling analytics can identify which intake sources (website, outreach email, LinkedIn) produce the highest-quality discovery calls and which prospect profiles convert most reliably — insights that allow continuous optimization of both the qualification criteria and the outreach strategy.
Frequently Asked 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.