How to make scheduling operations more personalized and targeted with mini-courses?

Professionals working in the lead generation or customer support fields know one thing better than anyone else: targeted and personalized communication is the key to higher customer satisfaction and conversion.

So, if you have to set up online customer support meetings with your clients or let leads book online appointments with you before making a sale, you need to know their motivation, requirements, profile, and level of knowledge before actually meeting them.

Many scheduling tools make it possible to filter the audience with a few questions before the scheduling. However, what if you want to tell a story first and develop a more meaningful relationship with your clients from the beginning?

What if, for example, you could share some of your knowledge with your customers and get your foot on the door before sending them to a third-party scheduling platform? This could get them more involved and connect with them in a more natural way.

That is where mini-courses, like ours, really stand head and shoulders above the competition. In our opinion, there is nothing better than a mini-course for combining storytelling and gathering information from the audience!

With mini-courses you can present bite-size portions of your know-how to show your expertise in your field and make it your marketing power. At the same time, you can give a briefing on your work to your audience and also ask questions to determine their interest, knowledge level, aims, needs and profiles.

Once you’ve made the connection and divided your audience in the right way, you can send them to different scheduling calendars with specific agents, time slots, and lengths based on the communication you want to have at the end of the mini-course.

Let’s talk about a few real-life examples!

  • Perhanps you want to schedule customer support meetings, and you would like to assign your most experienced agent to a long-time customer.
  • Or you also want to sell educational content, and you want to spare more time for a client whose performance is subpar.
  • Perhaps you want to schedule meetings with similar subjects for a specific date range or time slot, so you will need less buffer time between meetings for preparation.
  • Or perhaps you want your agents to focus on and develop expertise in certain fields; for example, one agent will participate mainly in pre-sales meetings, one in customer support, one in maintenance, etc.


There might be various use cases like these and two possible general scenarios in your mini-courses will cover them all.

First of all, with mini-courses, you can sort leads based on how much the customer knows. A simple way to do this is to make a quiz in your mini-course and then filter customers into different calendars depending on their scores.

In Mini Course Generator, you can use conditional completion cards and other content cards to display different mes sages based on how well they performed.

Pretty handy!

Conditional completion cards in Mini Course Generator.

Here is a preview of such a mini-course. You can see that after a brief content on presentations, a quiz pops up. The user who answers all the questions correctly is directed to a special calendar named “Morning Meetings.”

Secondly, you may want to filter customers with a single survey-type question. You can ask a question at the end to narrow down the audience even more based on their age, job, length of time working together, etc. In this case, you can make your own content paths, which is possible when you use Mini Course Generator.

An example is represented in the video below. After some brief educational material, the user is left to choose between their occupations. You can see that this time “professionals” are led to a morning schedule.

To create the calendars that you will use in your mini-courses, you can use several tools like Calendly, Doodle, Book Like a Boss, Zeeg, etc. For referance, we used Calendly in the videos above.

No matter what you choose, the audience does not leave the mini-course to get to the scheduling calendars because they are embedded in the content. This feature not only makes the operation smooth and easy for your customers, but it also frames the content in your unique marketing and branding options.

To learn more and see an easy-to-follow tutorial on the subject, click here.

Mini Course Generator‘s versatile nature, with its simplicity and ease of use, offers a lot of use cases for professionals who want to achieve more with less content, less time and less effort. Click here to explore and learn more about the other use cases we offer.

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