Let’s face it — scheduling handoffs, trainings, and support calls can be tough. Calendly takes the pressure off by simplifying scheduling.
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 and remind them why they chose you in the first place.
With Calendly, your Customer Success team can connect with customers at the right time. Whether it's helping customers get started, answering support questions, or discussing their renewals, 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 sales closes a deal. Use Workflows to send welcome messages, schedule trainings with Round Robin or Group events, and schedule collective events with sales for a seamless handoff and implementation.
| Onboarding Process | Resources |
| Welcome: Ensure your customers stay top of mind post-purchase by connecting 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 responses and improve resolution times by empowering your customers to schedule meetings directly with your team. |
Renew and Expand
Calendly helps you schedule business reviews and connect with key contacts to remove bottlenecks from renewal and growth conversations.
| 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 valuable work. | |
| Partner: Avoid customer churn by allowing at-risk customers to easily connect with your team and have their urgent needs addressed. | |
| Grow: When your customer is ready to expand their account/footprint with you, efficiently coordinate across Sales, Customer Success, and other key stakeholders to remove any friction in the buying motion. |
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:
- Browse our Help Center collection of knowledge.
- Join our Calendly Community to search, share, and connect with other Calendly users.
- Chat with us to receive real-time help.