First scheduling tools campaign checklist

A first scheduling tools campaign at founder scale. Numbered so you can stop lying to yourself about which step you skipped.

Confirm a working booking page they can send today actually closes. Creators cannot fix packaging.
Write the avatar in a sentence: US English two-person shop, 27-40, already bounced off Calendly’s price jump and a Cal.com they never finished, watches ‘stop making me play email tennis’ and ‘Calendly wants more now’ videos between client calls.
Write the problem in their mouth: I sent six times and they still asked if Thursday works.
Write what they already quit: Calendly until the bill jumped, a When2Meet they are embarrassed to send, and Cal.com they never finished hosting.
Write what they watch: email-tennis rants, Calendly-price jumps, ‘just send a When2Meet’, two-person round-robin pain.
Write the reject: the SaaS-review YouTuber whose video is 40 tools in 8 minutes.
Write adjacent so the phone does not smear: email tennis, two-person shops, not enterprise SE calendars.
Put that sentence into the brief
Scroll as them on a fresh Instagram, TikTok, and YouTube account. Example to look for: someone pasting six available windows into an email and still getting ‘what about Thursday’. Signal: the same email-tennis face two call-days in a row.
Keep a 50k average-view floor. Below that, $700 a post for 1k views is a money sink.
Skip #calendly as a roster method.
Email. The contact is usually in a studio bio, often bookings@ or a personal gmail. Name a real video. Ask for the phone number.
If they won’t give a number, move on. Roundup channels quote affiliate-video rates.
On the call, Minimum View Guarantee. Example: $2000 / 4 posts / 1M views. Talent extra.
Send the contract while the yes is still warm. Scout $1,500 / Outreach $2,500 / Dealmaker $5,000.
A public link, no sales call, no ‘seats’.
Tell them what to film: send the link, show the booked slot, stop playing tennis. Do not ask for a 40-tool review. Ask them to send the link and get a booked time.
Give each creator their own code. Unique signup links, not a roundup mention.
Do not run a launch day on the same morning if you wanted isolation.
Two follow-ups, then stop. If you do this right, ie at scale, you will have many other creators to choose from.

Doing the scroll by hand is kind of soul-crushing. Like a sales-ops video and you will leave the two-person shop. No demo. No download guarantee. You approve every creator and every rate.

Email-tennis rants already have the audience; a link that does not look like every other founder is the demo.

First scheduling tools campaign checklist

Related