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The Automation Index

Appointment setting

7 processes, average 67% automatable

Appointment setting covers everything between a lead raising a hand and a call happening: first response, qualification, booking, reminders and rescheduling. The admin is highly automatable. The persuasion is not. The best systems answer in seconds, book without back-and-forth, and hand the conversation to a person the moment judgement is needed.

ProcessAutomatable todayHours back / week
Appointment booking
Mostly.
82%7
Appointment reminders
Yes.
82%7.5
Rescheduling and cancellations
Yes, largely.
72%3.5
Speed to lead
Mostly.
65%7
Missed-call text back
Yes, mostly.
63%3.5
Lead qualification
Partly.
60%6.5
Social DM appointment setting
Partly.
44%9.5