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Case Study

Turning Interest Into a Booked Appointment.

Forms and demo booking

Booking UX · Funnel Friction · Appointment Growth

2 min read

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The problem

Someone can be interested in a service and still leave without booking an appointment.

At Thryv, the goal was to turn more interest in the software into scheduled demos. That meant looking beyond the initial CTA and examining everything that happened between “I want to learn more” and actually securing a time on the calendar with an SDR.

Improving the first click would only address the beginning of that journey.

What I changed

I simplified the demo-booking flow by removing unnecessary steps and rewriting the copy so prospects had a clearer understanding of what would happen next.

I also created a more direct path into calendar scheduling, making it easier for someone to choose a time and complete the booking process without unnecessary back-and-forth.

After a demo was scheduled, I added reminders designed to help prospects follow through on the appointment they had booked.

At the same time, I introduced automated checks to identify and filter spam submissions. The objective was to protect lead quality without creating additional friction for legitimate prospects trying to schedule a demo.

Together, these changes created a clearer path from initial interest to a confirmed appointment while reducing unwanted submissions entering the sales process.

The result

Scheduled demos increased by 86%.

More prospects who entered the demo process successfully reached the point of securing an appointment on the calendar.

That result reflects improvement in demo booking. Attendance, qualification, and eventual sales conversion remained separate downstream stages and were measured independently.

What this means for your booking process

A prominent Book Now or Schedule a Consultation button is only the beginning.

Someone still has to understand what happens next, complete the form, find an available time, and confirm the appointment.

Every additional question, unclear instruction, unnecessary step, or awkward transition gives them another opportunity to leave.

When we review an appointment-led website, we look at the entire path from initial interest to a confirmed booking.

Can someone choose a time easily?

Do they understand what happens next?

Are they being asked for information that could wait?

Does the process make completing the appointment feel straightforward?

The CTA gets someone into the process. The experience that follows determines whether they finish it.

What stands between someone showing interest and getting on your calendar?

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