Success Stories
Real businesses, real results. Discover how Zesty has helped businesses like yours overcome challenges, streamline operations, and achieve their goals.
Biz Drivers
Executive Assistant Support & Lead Management
What we did
Biz Drivers provides coaching for consultants working with large multinational corporations. To ensure high-quality interactions with potential clients, they needed a structured approach to scheduling, confirming, and tracking new lead appointments. The challenge was reducing no-shows, improving meeting efficiency, and giving the CEO the right information to engage effectively in sales calls.
We provided the following services:
- Calendar Scheduling – managed meeting bookings to ensure smooth scheduling.
- Lead Contact & Appointment Confirmation – followed up with warm leads via phone, text, and email to confirm attendance.
- Call Notes & Lead Tracking – used AirTable to log call details, providing key insights for the CEO.
- Proactive No-Show Management – cancelled unconfirmed meetings and invited leads to rebook.
- Quarterly Performance Reviews – held 3-monthly strategy meetings to assess progress and improve processes.
Results
With a structured scheduling and confirmation process in place, Biz Drivers saw a significant drop in no-show rates and an increase in the number of qualified leads attending meetings. The CEO was better prepared for each call, using detailed notes from AirTable to personalise conversations and build stronger connections. By refining these processes over regular strategy catch-ups, Biz Drivers now has a more efficient and effective lead management system, driving higher conversion rates and better client engagement.