Get prospects to the call and run it 3 of 25 in this group
SOP 85
Set availability as a show-rate lever
What this page is for. Use it when too few of the people who asked to hear from you end up in a sales appointment, or book one and never turn up. It defines the three rates that measure the problem, rough show rates, the four findings, why booked leads stay away, and the four levers that drive attendance, and then works the first lever, availability: more days, more hours, more start times, more ways to book, a scheduler that gets out of the way, and when to put friction back in. The other three levers have their own pages, named in section 3.
SOP-85-Set-availability-as-a-show-rate-lever.md
1. Three rates, and why the show rate matters
| Term | What it measures |
|---|---|
| Schedule rate | The share of engaged leads who book an appointment |
| Show rate | The share of booked leads who turn up to it |
| Throughput | Of every engaged lead, the share who turn up |
Worked through once:
| Step | Figure |
|---|---|
| Leads | 100 |
| Schedule rate | 50% |
| Booked appointments | 50 |
| Show rate | 50% |
| Appointments held | 25 |
| Throughput | 25%: 25 held out of 100 leads |
The reason to care is plain. Everyone who turns up is somebody you can sell to, and nobody who stays away is. Put a question to yourself: what would 20 to 40 percent more revenue be worth? On 20 percent margins, the answer offered is 2x to 3x the profit, and that is the first year alone.
Flag: the profit multiple. Revenue up 20 to 40 percent on a 20 percent margin gives 2x to 3x the profit only if every added dollar is profit: $20 of profit on $100 of revenue becomes $40 to $60. If the added revenue earns the same 20 percent margin as the rest, profit rises 20 to 40 percent. A stronger form of the claim: double revenue on the same cost base and profit usually rises 3x, 4x or 5x. On the first reading that takes a margin of 50, about 33 or 25 percent; on the second, profit doubles. This page does not settle which reading is right.
Most owners do not think about attendance, for three reasons: they believe they cannot change it, they do not know how, or they think they have more important work. Only the third is acceptable, because sometimes they do. Even so, it is rarely a better use of effort to leave more people not turning up to buy, offered as experience rather than as a rule. Seeing it is hard, because money you never made is invisible. Count it as money lost, and the show rate becomes one of the most important numbers in the business.
What show rates run. Rough ranges for remote appointments, offered as experience; they shift with where the traffic comes from and what kind of sale it is, whether transactional, enterprise or business to business.
| Situation | Show rate |
|---|---|
| No nurture at all; leads book themselves from cold traffic | 10 to 30 percent |
| The basics of nurture: a reminder sequence by text and email | 35 to 50 percent |
| Within reach of just about every business | Over 70 percent |
On this view, the top half is where the money is. Gains also come easiest from a low base: going from 35 to 70 percent takes far less effort than going from 88 to 94. The returns diminish, but they are still returns, and at about 50 percent or below a bigger gain is easier to get.
Where this sits. Everything on SOP 84 to SOP 91 is medium-term nurture: getting as many people as possible to turn up within 30 days. Nurture sits after advertising and before the sale, in the stretch between somebody showing interest and somebody buying.
2. The four findings
The four findings come from one analysis: roughly a million rows of appointment records from appointment-setting software that was handling 4,000+ appointments a day. Asked what makes people turn up, the analysis found four things that correlate with attended appointments.
- The more time slots on offer, the higher the show rate.
- The fewer days ahead a lead booked, the higher the show rate.
- The more follow-ups sent, the higher the show rate.
- The more often a lead replied to follow-ups, the higher the show rate.
How much higher? The only answer reported is "many more". This page gives no figure for the size of any of the four effects, and all four are correlations.
Getting people to turn up is not one fix. It is many small ones, stacked.
Why a booked lead does not come. Four reasons, more or less:
- They forget. Reminders answer this: SOP 89 — Run the seven-day follow-up cadence.
- They cannot work out how to join: the number, a video link that will not work, the way to a physical location. The confirmation on SOP 89 section 4 carries the date, time and number.
- It no longer seems worth it. Something else matters more to them in the moment. Pain in the future gets discounted: setting an alarm for 4 am the night before is easier than getting up at 4 am. Booking feels like the benefit without the cost; on the day, the cost has to be paid. Giving them a reason to come is SOP 87.
- Something gets in the way. They meant to come and could not. No separate fix is given.
3. The four levers
Across the same software and a group of companies generating upwards of 20,000 leads a day, attendance has four main drivers.
| Lever | What it is | The contrast |
|---|---|---|
| 1. Availability | How many open appointment slots you have | Open every day around the clock, against a competitor open Monday, Wednesday and Friday, 9 to noon |
| 2. Speed to contact | How fast you respond, and how far ahead you let leads book | A call within 42 seconds of the opt-in, against a competitor average of 42 hours, a figure from a third-party study |
| 3. Personalization | Making every contact useful and relevant to that lead | Answering each lead in light of what they told you, against sending templates |
| 4. Volume | How many times you reach out before you give up | Five or more attempts, against an average of 1.3, with 44 percent of salespeople stopping after the first; both figures are third-party. The cadence on SOP 89 sets the floor at seven or more |
On personalization, the chain runs like this. The more personal the follow-up, the more likely a lead replies; and the more often they reply, the more likely they turn up.
Put all four together. Reach a lead the moment they show interest, make it easy for them to talk, frame the conversation around what they get, and do it as many times as you can. More people book and turn up, whatever you sell. Some industries run higher show rates than others, but any business can become the best in its own industry at getting leads to turn up.
The other levers: speed is SOP 90 — Reach a new lead fast, and SOP 86 — Cap the booking window at seventy-two hours; personalization is SOP 87 — Lift a show rate with incentives, SOP 84 — Score and route inbound leads, and SOP 91 — Run the first-contact channel stack and the double dial; volume is SOP 89 — Run the seven-day follow-up cadence; and doing all of it, day after day, is SOP 88 — Pay and rank reps on show rate.
4. Why availability comes first
Picture somebody away from home who wants a nail appointment within the hour. They search for the nearest salons and ring them in order. The first does not pick up. The second has nothing until tomorrow. The third may have one time, will call back, and cannot hold the line because another call is waiting. The fourth takes walk-ins, takes a name and a number, texts a confirmation while the caller is still on the line, and says who will be doing the work. The fourth salon gets the booking.
The data said the same thing at scale. Availability was the biggest single variable for attendance, ahead of speed, with an almost perfect correlation with throughput. The number of days, the hours in each day and the slots in each hour, taken together, predicted it best. The returns diminish, but the gains stay large even among the most available businesses. In absolute terms, the businesses with the most slots had the most bookings, the most shows and the most sales. If leads cannot book, they cannot turn up; if they cannot turn up, they cannot buy.
What availability is. It combines how many appointment slots you have with how far ahead leads can book them. When you are not free at the times leads are, either of these happens. They do not book, and nobody turns up or buys. Or they book at a time that suits them badly, which causes more trouble: they are far more likely to skip it, and if they do come, they are less likely to buy after juggling their day to get there. And they have taken a slot from somebody who wanted it, would have come and would have bought.
5. Is it worth the cost?
Yes, on the view here. The objection, heard more times than anyone cares to count, is that you cannot be open more hours. What that usually means is that it does not feel worth it right now, which is reasonable, at least until you count the money you lose by making it harder for people to buy from you. More availability means more chances to sell. Businesses walked through the tactics below have seen 20 to 40 percent more appointments that actually happened, and sometimes 200%+, and that goes straight to revenue and profit. Before you say you cannot, ask what this would actually cost, and what you are losing by not doing it.
6. The four tactics
6.1 Take appointments more days a week
Rent, payroll and insurance are paid seven days a week, so you might as well earn seven days a week. Most people work five. Take appointments on all seven and the business is 40 percent more available to take money. If you are not there yet, make the change in one go. In one owner's experience the pattern is always the same: it is painful at first, then it works, then you wish you had done it sooner.
Flag: the forty percent. The pitch is to book in "the 40% of the year" others leave idle, for 40 percent more sales. 2 days of 7 is 28.6 percent of the year; 7 days against 5 is 40 percent more days. Whether sales rise in step with open days is not established on this page. This page does not settle which reading is right.
6.2 Take appointments more hours a day
Be free to sell when customers are free to buy. A store open nine to five on weekdays is open only while its customers are at work. For businesses selling across the United States, 6 am to 6 pm Pacific time covered the highest share of sales relative to the hours open; you can go wider. Put another way: as many hours as you can manage, with 9 am to 9 pm Eastern as a good goal, which is the same span of hours on the other coast's clock.
6.3 Offer more start times
Most businesses let leads book every 30 or 60 minutes, because their appointments last 30 or 60 minutes. That suits the business, not the lead. Consider offering four start times an hour (12:00, 12:15, 12:30, 12:45) instead of one or two. The appointments stay the same length; only the choice of when they start widens. What to expect:
- Gaps. Run alone, this leaves awkward gaps between appointments now and then. Those gaps get put to profitable use; see SOP 86 section 4.
- Staff. This may take extra salespeople to handle the extra volume, which is a good problem. Most salespeople cost less than 20 to 40 percent more revenue brings in.
- Split calls. If you qualify on one call and close on another, which is the recommendation for more expensive offers, a 15-minute qualifying call removes the problem: the people who qualify and the people who close keep separate calendars.
6.4 Let leads book three ways
You call leads to set appointments. Leads call you. Leads book themselves online. Do all three. The more ways there are to book, the more bookings you get.
7. Make the online scheduler work
The tips, in order.
- Confirm and direct. The top of the page tells visitors they are in the right place, then tells them what to do next and why: a header that calls out who the page is for, then a headline, then a subheadline.
- Show the times at once. Available dates and times should be obvious the moment the page loads, on a phone and on a desktop.
- Cut steps. Remove as many steps as possible. If a lead already gave you something earlier in the process, do not ask again; tools now fill in what they have already entered, and it raises schedule rates a great deal. Do not underestimate this one.
What worked before schedulers. There were no online schedulers when this started, or at least none in use that the owner had seen. The first thank-you page said a text would arrive from a given number to book a time. The next version added a photo of a named woman on the team, saying she would reach out. The last told people to text her directly at a number, with the time that works for them to come in, and that one won by a wide margin. The faceless owner apparently drew little response; with a photo of a young, fit woman, men and women alike were more likely to book.
8. When there are too many bad appointments
Taking friction out raises bookings, and a booking is the first step to a show. But sometimes the calendar fills with too many bad appointments. When that happens, put friction back:
- a video to watch before the scheduler appears;
- a written pitch above the scheduler, to read before booking;
- a price on the page, so people know what they are in for;
- a delay before the scheduler appears, so that only people qualified enough reach it.
These are only a few of the ways to lower the number of appointments and raise their quality. Scoring leads once they are in is SOP 84.
None of this is complicated, and few businesses do it, mostly for fear of the extra cost. Judge it by return instead, and the return has been large, offered as experience rather than as a rule: more bookings, more shows, more sales.
9. What this page does not decide for you
- How far ahead to let leads book. Availability is defined to include how far ahead leads can book, and this page sets no distance; the second finding in section 2 ties fewer days ahead to a higher show rate, and SOP 86 sets the cap at three days, or five if you have to.
- Which tactic to start with. The four are given in order; none is ranked above the others.
- What another slot or another hour costs you to staff. This page gives no figure for staffing cost.
- What a good show rate is in your industry. Section 1 gives rough ranges for remote appointments across businesses; this page gives no figure for an industry benchmark.
- Which kind of friction to add first, when bad appointments pile up.
10. The checklist
| Question | The answer |
|---|---|
| The three rates | Schedule rate, show rate, throughput |
| Show rates, remote | 10 to 30 percent with no nurture; 35 to 50 percent with basic reminders; over 70 percent within reach |
| Why booked leads stay away | They forget, cannot join, stop seeing the value, or something gets in the way |
| The four levers | Availability, speed to contact, personalization, volume |
| The biggest single variable for attendance | Availability: days, hours a day and slots an hour, taken together |
| Days a week | All seven |
| Hours a day | As many as you can manage; 6 am to 6 pm Pacific for sales across the United States, or 9 am to 9 pm Eastern as a good goal |
| Start times | Four an hour, every 15 minutes, as a good goal; appointment length unchanged |
| Ways to book | Outbound, inbound and self-booking online, all three |
| The scheduler | Confirm and direct; times visible on load; as many steps removed as possible |
| Too many bad appointments | Add friction, for example a video, a written pitch, a price or a delayed scheduler |
| How to judge the cost | By the return, not the cost |
11. What this page does not cover
The other three levers are SOP 90 and SOP 86 (speed), SOP 87, SOP 84 and SOP 91 (personalization) and SOP 89 (volume), and running them every day is SOP 88. The setter scripts used on the calls this page books are SOP 53 — Run the setter scripts.
Long-term follow-up, staffing costs and scheduling software are not covered on this page.
Terms defined on this page
- Availability
- How many appointment slots you open and how far ahead leads can reserve them. Days, hours per day and slots per hour together predicted attendance better than anything else.
- Four levers (show rate)
- The main drivers of whether booked leads show up: availability, speed to contact, personalization, and how many attempts you make to reach them.
- Friction
- Steps that slow or filter people before they reach your calendar, such as a video to watch, a written pitch, proof, a stated price or a delay. Used when too many poor appointments come in.
- Medium-term nurture
- The stretch between someone showing interest and buying, aimed at getting as many as possible to show up within 30 days.
- Schedule rate
- Of the engaged leads, the share who set an appointment: scheduled appointments divided by leads.
- Show rate
- Of the leads with an appointment, the share who attend: shows divided by appointments scheduled. It takes process more than skill; 50 to 80 percent is called reachable, and a 10 percent lift is said to lift revenue 10 percent.
- Throughput
- What actually comes out the end of the system, such as dollars or the share of leads who end up attending. For immediate growth, only work on the constraint raises it; while you can take more customers, a gain at any step adds to it.