Agency software that books the discovery call from your proposal link
It is 8:14 PM Sunday and you just opened next week. Fifteen external calls. Three monthly reviews you have already let one client move twice. The Tuesday morning block you swore was protected is sandwiched between an AE intake and a paid-media check-in. You feel a thing in your chest and you put the laptop down — the thing in your chest is not next week, it is the structure of every week. You did not start a marketing agency to type 'does Thursday at 2pm work?' ninety times a week between an AE, a creative lead, a paid strategist, and a CMO who only confirms ninety minutes before the call. Appointible holds the calendar around the discovery, intake, kickoff, sprint, and monthly review loop so you go back to the campaigns clients actually retain you for.
Built for the independent marketing shop the bloated suites forgot.
You run discovery calls, scope-and-budget conversations, creative briefs, kickoffs, weekly sprint check-ins, monthly retainer reviews, campaign approval rounds, ad-spend reviews, and the occasional pitch. You have tried a scheduling link plus email plus a project tool plus a deck of client SOWs in cloud storage. You have tried the enterprise PSA suites sold to forty-person shops and you use about fourteen percent of the features after a setup tax you paid in evenings. The market built one thing for one-off sales meetings and one thing for big holding companies. Nobody built for the three-person growth studio, the solo paid-media practice, the boutique PR shop, or the social agency running eight retainers from a Slack workspace. Appointible does one job correctly: discovery, intake, kickoffs, sprint check-ins, monthly reviews, reschedules, and reminders — across the AE, the account manager, the creative lead, and the paid strategist. Pro includes free onboarding assistance plus free import and export of your existing data — not a help-center article you read between deliverables. The rest of your stack stays exactly where it is.
Discovery & Intake
The inbound lead that came in Tuesday does not go cold by Friday.
Discovery calls book themselves while you are running a sprint review
A prospect lands on your site at 10:42 AM in the eleven minutes between her own meetings, clicks 'Book a 20-minute discovery call,' and picks a slot from your real availability — not the one you forgot to update during launch week. By the time you finish the paid-media review, the discovery is on Thursday at 2 PM with her company, monthly ad-spend band, and goals already in your inbox. You stop being the reason an inquiry went cold while you were billable on a different campaign. The agency that books the discovery first usually wins it. You are finally first.
Custom fields that qualify the brief before the brief
Half the discovery calls you have ever taken were the wrong call — wrong monthly ad spend, wrong stage, wrong fit for what your shop actually delivers. The other half started twenty minutes late while you caught up on context the lead should have shared upfront. Appointible attaches custom appointment and client fields to the booking — company stage, current channels, monthly spend range, what they have tried, decision timeline, who else is in the room — so the brief arrives qualified. You walk in already knowing if there is a campaign here. The call becomes a real conversation, not a thirty-minute briefing followed by a proposal you both know goes nowhere.
Kickoffs without the five-email scheduling thread
Signed SOW. Kickoff needed. Three stakeholders on the client side, your AE, your account manager, your paid lead, two timezones. Until now that meant the polite five-email 'mutually agreeable time' dance and a kickoff that slipped a week into the sprint. Appointible's team booking page shows combined availability across multi-timezone calendars, the meeting books with the creative brief and pre-read attached in the confirmation. The campaign starts the day the SOW says it will, not when the scheduling thread finally agrees. The week you were going to lose to coordination stays on the engagement clock and inside the billable scope you priced.
Retainer Cadence
The monthly review and the sprint check-in that used to live in your Sunday block.
Monthly review reminders so the client stops ghosting the call
You sold the retainer on a monthly review — the strategic call where you walk the client through what ran, what worked, and what next month's ad spend funds. By month three the client moves it once. By month four she ghosts it. By month five you are writing a defensive 'here is the value you are getting' email at midnight. Book the next monthly review at the end of every call so the cadence holds, and let custom scheduled notifications send a confirmation SMS the morning of with the deck link attached. The renewal conversation stops being a surprise. The retainer does not quietly lapse because nobody put the review on the calendar.
Sprint check-ins that actually happen on the cadence you scoped
Every retainer has a weekly or biweekly sprint check-in baked into the SOW. The check-in is the only place you catch scope creep before it becomes next month's awkward conversation. Then week three of a launch hits, the call gets moved, then skipped, and you are now three sprints into a scope you never re-confirmed. Book the next sprint at the end of every check-in, send custom scheduled notifications with the agenda attached, and route reschedule requests to your two-way SMS inbox. The check-in stops being the meeting that quietly disappears the second the campaign gets hard.
Ad-spend reviews and creative approvals in one workspace
Mid-campaign, the client DMs your personal phone at 9:47 PM: 'Can we add twenty minutes tomorrow to look at the new creative before it goes live?' Your eleven between-meeting minutes are gone to a four-message thread, and the boundary your SOW set is being quietly renegotiated by text. Appointible routes client requests to one shared inbox with templates for the messages you send forty times a month — creative-review invite, ad-spend-approval confirmation, monthly-review pre-read, the three onboarding docs you have been hunting for every kickoff. The work moves out of your personal SMS into a workspace that closes when you do.
Agency Operations
Solo, three-person, or growing. Scoped, not scattered.
Team scheduling for the people the client actually sees
Your AE runs intake. Your account manager runs the weekly sprint. The creative lead joins the brief and the creative review. The paid strategist joins the monthly review and any ad-spend reset. Right now that means four calendars, four inboxes, and a Notion doc that lists who is on what engagement. Appointible holds each teammate's real availability, lets the client self-book the right person for the right meeting type, and stops the 'who owns this call' message that lands in Slack every Monday morning. Every billable face has a calendar. Every meeting type knows whose calendar to pull from.
AE and account manager coordination across active retainers
Your AE is closing two new accounts this week. Your account manager is running four active retainers and a project. You are floating between both. Right now the only place all of it lives is your head, a Notion doc you have not opened since Friday, and the standup you keep missing. Appointible shows every meeting, owner, and client across the team — discovery this Thursday on the AE, kickoff Friday on the account manager, monthly review Tuesday on you — in one view. The handoff between sold and delivered stops happening over a 'quick sync' that costs an hour. The agency operates from a shared calendar, not a shared anxiety.
See the team's calendar before the discovery, not after the SOW
You can take two new retainers and one project this quarter. You know it. Your calendar does not, and last quarter you said yes to a fourth retainer because the discovery felt promising — and by week three your account manager was crying in the bathroom and the creative lead was billing weekends. Appointible's team calendar shows every meeting and every owner across the agency. Block delivery days on each service provider's work schedule, protect a strategy half-day a week as unbookable, and close availability when you are full. You stop overcommitting at the inquiry stage and renegotiating in writing two weeks into the campaign.
Get your agency booking page live this week.
Pro includes free onboarding assistance plus free import and export. Start free on the Free plan or jump to the 14-day Pro trial.
Create account
Sign up on the Free plan (no credit card required for Free signup) — or start the 14-day Pro trial. Pro is $5/user/month on annual billing or $8/user/month on monthly.
Create a booking page
List your discovery call, your scope-and-budget conversation, your kickoff format, your monthly review cadence, your sprint check-in, and your team's real working hours. Pro removes Appointible branding and adds your-brand white-label.
Share and get booked
Add the booking link to your LinkedIn, your case-study pages, your email signature, and your proposal templates — and stop replying to leads at 11 PM.
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Stop stacking. Start subtracting. Here is what runs in the background while your team ships campaigns.
Stay top of mind with past and quiet clients.
The renewal conversation, the quarterly check-in, the 'we still have a Q4 budget' nudge. Re-engage past engagements with a ninety-day pulse. Announce a new service to your retainer book without writing thirty individual messages. SMS the proposal recipient who has gone quiet for five days, in a tone that sounds like a follow-up, not a chase. The pipeline keeps warming while the team keeps shipping.
Explore SMS Marketing SoftwareSee the numbers nobody else shows you.
Discovery-call to signed-SOW rate. Booking volume per client and per AE. No-show rate on discovery calls last quarter. Top services, top providers, busiest hours. New vs. returning mix on the retainer book. The math you have been avoiding because the dashboard never made it easy. See it in one screen and stop guessing whether last month was a healthy pipeline or just a busy one.
Explore Business Insights SoftwareReminders that protect the discovery and the monthly review.
Customizable SMS and email reminders at the windows your clients actually open. One-tap confirm from the message itself, and a reschedule link in the same text so a quiet conflict reopens the slot instead of becoming a no-show. A skipped discovery call is not a character flaw on the lead — it is a reminder-timing problem, and we treat it that way.
Explore Appointment Reminders SoftwareWorking hours, delivery days, and project caps.
Set real working hours by day per teammate. Block delivery days between client-facing meetings. Cap concurrent engagements so the booking page closes when the team hits capacity. The discipline your SOW has always implied. The system enforces it. You stop being the founder who has to.
Explore Employee Scheduling AppAE, account manager, and strategist profiles that scale with the shop.
When you add a second AE, a junior account manager, or an operations lead who handles intake, team profiles, permission levels, and individual login access are already here. Pro has unlimited users at $5 per user per month on annual billing ($60 per user per year). The day you decide to stop being the only person who can take a discovery call, the software does not become the reason the agency cannot grow past three people.
Explore Employee Management SoftwareClient history that lives somewhere your team can find it.
Custom fields, appointment notes, labels, segments, and the full appointment history per client. The account manager opens a file in two taps before the Tuesday review, sees what was last shipped and what was last promised, and walks in primed. The fifty-three PDFs in your 'client setup' Drive folder finally have a home that is not your laptop and not your memory.
Explore Client Management SoftwareMake your next move.
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