Discovery Call Booking & No-Show Reduction by Dylan DavisonDiscovery Call Booking & No-Show Reduction by Dylan Davison

Discovery Call Booking & No-Show Reduction

Dylan Davison

Dylan Davison

Discovery Call Booking & No-Show Reduction workflow
Discovery Call Booking & No-Show Reduction workflow

Project Description

A coach was losing a significant portion of booked discovery calls to no-shows with no pre-call system in place. Built a Zapier automation that fires a Typeform intake form on booking, sends a Twilio SMS reminder 24 hours before the call, and tags the subscriber in Kit as a booked lead.
Pre-call intake form sent automatically to every prospect at the point of booking, so the coach walks into every call already knowing the prospect's situation
Twilio SMS reminder fired 24 hours before every call, keeping the appointment top of mind and dramatically reducing wasted calendar slots
Subscriber tagged in Kit as Discovery Call Booked for segmented follow-up, ensuring no-shows and completed calls get different nurture paths automatically
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Posted Jun 25, 2026

Built a Zapier automation that sends a Typeform intake form on booking, fires a Twilio SMS reminder 24 hours before the call, and tags the lead in Kit for segmented follow-up.