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DELIVERY MODULE About 1 week

Automated Meeting Reminders & Confirmations

Send a confirmation, a preparation email and reminder texts automatically when a client books a meeting through HubSpot, so fewer appointments are missed.

Delivery module

AU$320

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has every booked meeting confirmed by email and text automatically.
Booked clients receive a preparation email and reminder texts without anyone sending them manually.
Reminders are skipped when a booking is made too close to the meeting for them to make sense.

Not included

Email or text copywriting
Halfway and one week reminders for meetings booked far ahead
Reply to confirm requests and follow up tasks
No-show and cancellation follow-up
Separate preparation emails for different meeting types
Building the meeting links or connecting calendars
SMS provider account, billing or number setup
Video conferencing setup
More than 2 emails and 3 texts

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Marketing Hub Professional or Enterprise, with meeting-based workflows available, needed before Booking Confirmation Email and Text
An SMS provider connected to HubSpot (see SMS Integration Setup), needed before Booking Confirmation Email and Text
Email and text content for the confirmation, preparation email and reminders, needed before Booking Confirmation Email and Text
The scheduling page or pages the reminders should apply to, needed before Booking Confirmation Email and Text
Sending hours for texts, needed before Reminder Texts
Each host's calendar connected to the HubSpot meetings tool, needed before Test Bookings

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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