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Online booking for discovery calls at a marketing agency

A lead picks a slot straight from your site, your deck or LinkedIn instead of trading dates by email. The brief arrives before the call, and everything said to an account stays in the Bookly CRM.

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14 days. No card. No commitment

(4.9/5)

500+ businesses already work with Bookly

An agency team going over a campaign at a board covered in sticky notes
What the agency gets

A faster first call. Less email. Meetings you walk into prepared.

Bookly takes on finding the slot, the brief and the reminders, so the team’s hours go into client work instead of into hunting for a window everyone is free.

A faster first call

Let a lead pick a time while they are still reading your deck

A lead is ready to talk in the moment they are going through your case studies or your proposal. If that moment turns into a thread of five emails, not all of them make it to the call. The page shows the formats and the team’s open hours, so a slot takes a few clicks.

  • Separate formats: discovery call, audit, strategy session
  • Booking open around the clock, with no dates to agree
  • A short brief on the same page
A week that holds

Keep the team’s week and your client status calls in one place

Everyone keeps a diary of their own: the account manager, the strategist, the paid media specialist. Status calls with live accounts, internal stand-ups and new discovery calls sit in the same calendar, so a lead never lands on an hour that is already taken.

  • A diary of its own for every specialist
  • A length of its own for every meeting format
  • A reminder to the lead before the call
The account history

Keep every conversation with an account in one card

Who on the team spoke to the brand, when, about what and what was agreed: it is all in the client card. When a lead comes back two months later saying they are ready, nobody has to dig the thread out and ask again what was already asked.

  • History of meetings and the brief answers
  • Notes written straight after the call
  • Contacts and the client’s channels in one profile
A quick start

How to open booking for calls at your agency

Put the page together in an evening and hand the link to the people who sell. No separate site and no developer needed.

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  1. Put your page together

    Add the name, a short description and your contacts, and style the page to your brand: it should read as part of the funnel, not as somebody else’s service.

  2. Describe the meeting formats

    Set the length and the price of each one: discovery call, audit, strategy session. Say who on the team runs them.

  3. Open the team’s hours

    Set the hours each specialist is free to talk to clients, and leave a buffer between calls for notes and preparation.

  4. Put the link in your channels

    Add it to the site, to LinkedIn, to the proposal and to your email signature. Bookings appear in the calendar at once.

Everything the first meeting needs

Fewer emails about dates. More calls in the calendar.

The page answers about formats, how long each one takes and the team’s free hours, at any hour, from any device.

Booking in two clicks

The lead picks a format and a time and confirms it. No thread of five emails, no waiting on an answer until Monday.

Hours that are really free

Only the time the team can genuinely talk is open. Client status calls, stand-ups and days off are never offered as free.

A brief instead of a thread

The niche, the current channels, the budget and the task are collected by a short form on the same page, so they never turn into three more emails.

Booking from any device

The same link works in LinkedIn, in a deck and in your signature, so the lead books from a phone between meetings of their own.

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The result in numbers

A lead reaches the call while it is still warm

Someone who has just read your case study picks a call time themselves, with no "when suits you?" email and no two-day pause. The brief from the form is on the card before the call.

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24/7

Leads book a call at any hour

3 min

To put a page of meeting formats together

100%

Of reminders go out automatically

30+

Integrations, calendar and Telegram among them

(4.9/5)

500+ businesses already run on Bookly

Fewer Lost Leads.

More

Loyal Clients.

Attract clients, take bookings, automate communication, and track results — no complicated setup.

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Have a question about Bookly for marketing agencies?

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Already asked

we pay a couple of freelancers a fixed amount every month can that go in as an expense automatically

Oscar

Bookly team

Yes. Add it in Finance as a Recurring expense and it’s recorded on its own every month. Finance Overview then shows income, expenses and profit together.

Yes. Formats are described the way services are: a thirty-minute discovery call, an audit, a strategy session. The lead picks the format and the time, and you get a confirmed meeting in the diary of whoever runs it.

Yes. A short form sits on the page next to booking: the niche, the current channels, the budget and the task. The answers collect in the form itself, so the call starts on the substance.

Yes. Each has their own schedule and their own meeting formats, and the shared calendar shows how loaded the team’s week is.

No. Only the hours you opened for booking are shown as free. Meetings, stand-ups and days off are not among them.

Yes, though by hand. The price of the audit is on the page, the client transfers it the usual way, and you add a Deposit operation in Finance with the company name and the format. Operations then shows which meeting the money belongs to, which filters out the conversations nobody intended to keep.

Yes, a reminder goes out automatically before the meeting, which noticeably cuts the number of people who never join.

Yes. Create an account and set booking up with no card and no commitment.

Online booking for marketing agencies

Bookly is a Ukrainian online booking and CRM service for marketing agencies: a lead picks a slot for a discovery call straight from your site, deck or LinkedIn, and a brief on the niche, channels, budget and task arrives before the call. The meeting lands in the calendar of whoever runs it.

Leads do not arrive on a schedule. One reads your case studies late in the evening, another opens the proposal from a hotel room, a third comes off LinkedIn on a Sunday. When the only way to talk is to send an email and wait for the reply, some of those conversations never happen: while the dates are being agreed, the person has already spoken to another agency.

A booking page removes that pause. It shows the formats, a discovery call, an audit or a strategy session, with the length and the price of each, along with the hours the team is genuinely free. The lead picks a time, gets a confirmation, and the meeting appears straight away in the diary of the person who will run it.

A short form before the call replaces the first three emails: the lead fills the niche, the current channels, the budget and the task into a form on the same page. The conversation starts on the substance rather than on introductions, and by the end of it you can tell whether a proposal is worth writing. If the audit is paid, money sent in advance goes into Finance as a Deposit operation, so Operations shows which meeting it belongs to.

The calendar carries more than new calls: status meetings with live accounts, internal stand-ups and the sessions that need two people from the team share the same week, so a lead is never offered an hour that is already gone. The history of conversations, the brief answers and the notes written after each call stay in the client card, so when a lead returns two months later, the context is back in seconds.