The problem
A person who has just been injured rings several firms and goes with the first to talk to them. If you take 40 enquiries a month and the phone tag to arrange each callback takes 6 minutes, that's 240 minutes, 4 hours a month.
What the AI does
A Calendly page lets the enquirer choose a callback time that fits your team's diary. Standard adds automations and reminders, so each booking can get a reminder. The booking form collects only name, number and a preferred time, not injury details; those are discussed on the call. You still ring at the booked time and the fee earner takes the details then.
A worked example
A PI firm in Glasgow gets about 40 web enquiries a month. They add a Calendly callback page to the site and a team member rings each at the time the enquirer picked.
Before
6 minutes of phone tag per enquiry to fix a time: 4 hours a month
After
About 2 minutes to check each booking: 1.3 hours a month
What it's worth
About 2.7 hours a month saved (4 minutes x 40 enquiries = 160 minutes), worth around £80 if staff time is worth £30 an hour. Standard is $10 (about £8) a seat a month billed yearly, or $12 (about £9) billed monthly, so about £15 to £18 for two seats. The gain from faster first contact is not counted.
How to set it up
- Set callback slots when your team can really ring, and show them on a Calendly page.
- Choose Standard, connect your calendars and turn on reminders; check the text of each before it goes out.
- Ask only for name, number, preferred time and a consent line. Do not ask about the accident or injuries.
- Put the booking link on your website and in your Google Business Profile, and keep your phone number visible.
- Review missed callbacks weekly, and ring any enquirer who does not answer once.
What goes wrong
- The free plan has no reminders. This use case needs Standard.
- Do not collect health details in a booking form. Those are special category data.
- A missed callback is worse than none. Staff must ring at the booked time.
- Per-seat pricing: each person with their own diary needs a seat.