Calendly helps Customer Success teams simplify scheduling for onboarding, training, renewals, and support. This leads to faster service and happier customers.
Your customers are the core of your business. They drive your growth and define your success. Your team supports them every day, but quick responses are key to keeping them satisfied.
Let’s face it—scheduling handoffs, trainings, and support calls can be tough. Calendly takes the pressure off by making it easy.
With Calendly, your Customer Success team can connect with customers at the right time. Whether it's helping customers get started, updating data, or supporting them quickly, Calendly does the heavy lifting.
How have other teams used Calendly?
- Vonage: 160% more customers reached
- Ancestry.com: 50% faster handoff to sales
- ClickUp: 57% faster support ticket resolution
- Conductor: 30% increase in customer retention
How can Calendly help your team succeed?
Accelerate Onboarding
Calendly keeps things moving after a sale. Use Workflows to send welcome messages, schedule trainings with Round Robin or Group events, and guide customers through onboarding.
| Onboarding Process | Resources |
| Welcome: Keep your customers' momentum going post-purchase and connect them to the right Customer Success team as quickly as possible. | |
| Train: Increase user adoption by helping customers quickly implement, learn and start using your product to see value right away! | |
| Follow-Up: Reduce no-shows by providing meeting reminders and essential resources before and after meetings. |
Increase Adoption
Keep customers engaged after onboarding. Schedule regular check-ins, share updates, and use integrations to work smarter.
| Adoption Touch points | Resources |
| Nurture: Cultivate passionate advocates for your product as you engage with customers on significant milestones and expand your reach to a wider customer audience. | |
| Follow-Up: Continue your momentum with engagement through automated pre- and post- meeting workflows. | |
| Support: Provide fast response and resolution times by empowering your customers to schedule meetings directly with your team. |
Renew and Expand
Remove friction from renewals and growth conversations. Calendly helps you schedule business reviews and connect with key contacts.
| Goals for Renewal & Expansion | Resources |
| Retain: Remove the friction from coordinating business reviews and renewal calls to ensure your team can focus on the most value-driving work. | |
| Partner: Improve customer satisfaction scores by connecting with at-risk customers and promptly address their urgent needs. | |
| Grow: When your customer is ready to grow their investment with you, efficiently coordinate across your Sales, Customer Success, and other stakeholders to remove any friction in the buying intent. |
Need Support? We've got you covered!
Every paid subscription includes Calendly Standard Support. However, only owners and authorized admins from your company can make certain account requests. Log in to Calendly and navigate to the Help section where you can:
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Browse our Help Center collection of knowledge.
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Join our Calendly Community to search, share, and connect with other Calendly users.
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Chat with us to receive real-time help.