Scheduling Meetings for Pastor Lance Guide - Revision history

PastorLance at 16:06, 9 January 2025

2025-01-09T16:06:11Z

PastorLance at 16:01, 9 January 2025

2025-01-09T16:01:25Z

PastorLance at 15:59, 9 January 2025

2025-01-09T15:59:11Z

← Older revision		Revision as of 15:59, 9 January 2025
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	# '''Use the secondary calendar link:'''		# '''Use the secondary calendar link:'''
	[https://calendly.com/pastorlancerhoades Secondary Calendly Link]		[https://calendly.com/pastorlancerhoades/lunch-or-dinner-meeting-full Secondary Calendly Link]

	# '''Offer these as a last resort or for scheduling meals.'''		# '''Offer these as a last resort or for scheduling meals.'''

PastorLance at 15:51, 9 January 2025

2025-01-09T15:51:01Z

← Older revision		Revision as of 15:51, 9 January 2025
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	<blockquote>		<blockquote>
	Hi, this is [Your Name]. Pastor Lance asked me to schedule a time to meet with you. He wanted me to ask if you’re available.		Hi, this is [Your Name]. Pastor Lance asked me to schedule a time to meet with you. He wanted me to ask if you’re available. Is there a particular day of the week or time of day that is generally good for you?
	</blockquote>		</blockquote>

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	<blockquote>		<blockquote>
	We know Lance is busy, so I’m helping him get his schedule organized. Would you prefer to meet over a meal, over a drink, or to come into the office to sit and talk?		We know Lance is busy, so I’m helping him get his schedule organized. Would you prefer to meet over a meal, over a drink, or to come into the office to sit and talk? If relevant, offer a phone meeting.
	</blockquote>		</blockquote>

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	# '''Use the primary calendar link for all appointments unless otherwise instructed:'''		# '''Use the primary calendar link for all appointments unless otherwise instructed:'''
	[https://calendly.com/pastorlancerhoades/60-minute-meeting 60-minute meeting]		[https://calendly.com/pastorlancerhoades/60-minute-meeting 60-minute meeting Primary Calendar]

	# '''Offer available times directly from this calendar.'''		# '''Offer available times directly from this calendar.'''
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	# '''Use the secondary calendar link:'''		# '''Use the secondary calendar link:'''
	[https://calendly.com/pastorlancerhoades]		[https://calendly.com/pastorlancerhoades Secondary Calendly Link]

	# '''Offer these as a last resort or for scheduling meals.'''		# '''Offer these as a last resort or for scheduling meals.'''
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	<blockquote>		<blockquote>
	Great! We'll meet at the office. The address is ~~[Insert Office Address]~~.		Great! We'll meet at the office. The address is 1036 Brookline Blvd.
	</blockquote>		</blockquote>

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	== Reminders ==		== Reminders ==

	* Always prioritize the primary calendar ~~([60-minute meeting]~~(https://calendly.com/pastorlancerhoades/60-minute-meeting)).		* Always prioritize the primary calendar (https://calendly.com/pastorlancerhoades/60-minute-meeting 60-minute meeting).
	* Ensure the location and contact details are confirmed in Calendly.		* Ensure the location and contact details are confirmed in Calendly.
	* Be polite, professional, and clear in your communication.		* Be polite, professional, and clear in your communication.

PastorLance at 15:48, 9 January 2025

2025-01-09T15:48:16Z

← Older revision		Revision as of 15:48, 9 January 2025
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	This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully to ensure Pastor Lance’s schedule is managed effectively.		This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully to ensure Pastor Lance’s schedule is managed effectively.

	---		----

	== Step 1: Start the Conversation ==		== Step 1: Start the Conversation ==

	When reaching out to someone, use the following script:		When reaching out to someone, use the following script:

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	</blockquote>		</blockquote>

	---		----

	== Step 2: Use the Primary Calendar First ==		== Step 2: Use the Primary Calendar First ==
	1. Use the primary calendar link for all appointments unless otherwise instructed:

	~~[https://calendly.com/pastorlancerhoades/60-minute-meeting](https://calendly.com/pastorlancerhoades/60-minute-meeting)~~

	~~2. Offer available times directly from this~~ calendar.		# '''Use the primary calendar link for all appointments unless otherwise instructed:'''
			[https://calendly.com/pastorlancerhoades/60-minute-meeting 60-minute meeting]

			# '''Offer available times directly from this calendar.'''

	Important: Always start with this calendar to avoid overloading the schedule.		Important: Always start with this calendar to avoid overloading the schedule.

	---		----

	== Step 3: Use the Secondary Calendar for Lunch/Dinner ==		== Step 3: Use the Secondary Calendar for Lunch/Dinner ==

	If the person specifically requests lunch, dinner, or weekend options:		If the person specifically requests lunch, dinner, or weekend options:

	1. Use the secondary calendar link:		# '''Use the secondary calendar link:'''
			[https://calendly.com/pastorlancerhoades]

	~~[https://calendly~~.~~com/pastorlancerhoades](https://calendly.com/pastorlancerhoades)~~		# '''Offer these as a last resort or for scheduling meals.'''

	2. Offer these as a last resort or for scheduling meals.		----

	~~---~~		== Step 4: Confirm the Location ==

	~~== Step 4: Confirm the Location ==~~		Once they indicate their preference, confirm the location. Offer the following '''preferred meeting spots''' for meals or drinks:
	Once they indicate their preference, confirm the location. Offer the following preferred meeting spots for meals or drinks:

	* Eat n Park on West Liberty Ave		* Eat n Park on West Liberty Ave
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	</blockquote>		</blockquote>

	---		----

	== Step 5: Add Their Cell Phone Number in Calendly ==		== Step 5: Add Their Cell Phone Number in Calendly ==
	1. When entering their details in Calendly, ensure you add their cell phone number.
			# '''When entering their details in Calendly, ensure you add their '''cell phone number'''.'''
	* This will allow Calendly to send text reminders before the meeting.		* This will allow Calendly to send text reminders before the meeting.
	~~2. Double-check that the information is accurate.~~

	---		# '''Double-check that the information is accurate.'''

			----

	== Step 6: Confirm the Appointment ==		== Step 6: Confirm the Appointment ==

	Once the person agrees to a time and location:		Once the person agrees to a time and location:

	1. Schedule the appointment in Calendly.		# '''Schedule the appointment in Calendly.'''
	2. Notify them using the following script:
			# '''Notify them using the following script:'''

	<blockquote>		<blockquote>
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	</blockquote>		</blockquote>

	3. Double-check that the location is clear in the appointment details.		# '''Double-check that the location is clear in the appointment details.'''

	---		----

	== Additional Script Suggestions ==		== Additional Script Suggestions ==
	~~* If someone hesitates:~~

	<blockquote>		* '''If someone hesitates:'''

			<blockquote>
	I understand your schedule might be busy too! Pastor Lance just wanted to connect and values this time with you. Do any of the available times work for you?		I understand your schedule might be busy too! Pastor Lance just wanted to connect and values this time with you. Do any of the available times work for you?
	</blockquote>		</blockquote>

	* If they ask why you’re helping:		* '''If they ask why you’re helping:'''

	<blockquote>		<blockquote>
	Pastor Lance is very busy, and I’m helping him keep his schedule organized so he can focus on the important work of the ministry.		Pastor Lance is very busy, and I’m helping him keep his schedule organized so he can focus on the important work of the ministry.
	</blockquote>		</blockquote>

	---		----

	== Common Questions and Answers ==		== Common Questions and Answers ==

	# '''"Can we meet somewhere else?"'''		# '''"Can we meet somewhere else?"'''
	* Response: We prefer Eat n Park, Panera Bread, or 802 Bean Co because they’re convenient for Pastor Lance. Would one of these work for you? If not, let me know, and I’ll check with him.		* Response: We prefer Eat n Park, Panera Bread, or 802 Bean Co because they’re convenient for Pastor Lance. Would one of these work for you? If not, let me know, and I’ll check with him.
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	* Response: Pastor Lance didn’t give me specifics, but he mentioned wanting to connect and talk with you personally.		* Response: Pastor Lance didn’t give me specifics, but he mentioned wanting to connect and talk with you personally.

	---		----

	== Reminders ==		== Reminders ==

	* Always prioritize the primary calendar ([60-minute meeting](https://calendly.com/pastorlancerhoades/60-minute-meeting)).		* Always prioritize the primary calendar ([60-minute meeting](https://calendly.com/pastorlancerhoades/60-minute-meeting)).
	* Ensure the location and contact details are confirmed in Calendly.		* Ensure the location and contact details are confirmed in Calendly.
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	* Keep Pastor Lance updated if there are any conflicts or special requests.		* Keep Pastor Lance updated if there are any conflicts or special requests.

	---		----

	Thank you for helping manage Pastor Lance’s schedule efficiently!		Thank you for helping manage Pastor Lance’s schedule efficiently!

PastorLance at 15:46, 9 January 2025

2025-01-09T15:46:38Z

Show changes

PastorLance at 15:45, 9 January 2025

2025-01-09T15:45:11Z

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PastorLance: Created page with "# How to Schedule Appointments for Pastor Lance This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully. --- ## Step 1: Start the Conversation When reaching out to someone, say: > "Hi, this is [Your Name]. Pastor Lance asked me to schedule a time to meet with you. He wanted me to ask if you’re available." Then add: > *"We know Lance is busy, so I’m helping him ge..."

2025-01-09T15:44:58Z

Created page with "<nowiki>#</nowiki> **How to Schedule Appointments for Pastor Lance** This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully. --- <nowiki>##</nowiki> **Step 1: Start the Conversation** When reaching out to someone, say: > *"Hi, this is [Your Name]. Pastor Lance asked me to schedule a time to meet with you. He wanted me to ask if you’re available."* Then add: > *"We know Lance is busy, so I’m helping him ge..."

New page

<nowiki>#</nowiki> **How to Schedule Appointments for Pastor Lance**

This guide will help you schedule appointments efficiently using Calendly. Please follow these steps carefully.

---

<nowiki>##</nowiki> **Step 1: Start the Conversation**

When reaching out to someone, say:

> *"Hi, this is [Your Name]. Pastor Lance asked me to schedule a time to meet with you. He wanted me to ask if you’re available."*

Then add:

> *"We know Lance is busy, so I’m helping him get his schedule organized. Would you prefer to meet over a meal, over a drink, or to come into the office to sit and talk?"*

---

<nowiki>##</nowiki> **Step 2: Use the Primary Calendar First**

1. Use this **primary calendar** link for all appointments unless otherwise instructed:

<nowiki>[https://calendly.com/pastorlancerhoades/60-minute-meeting]</nowiki>(<nowiki>https://calendly.com/pastorlancerhoades/60-minute-meeting</nowiki>)

2. Offer available times directly from this calendar.

**Important:** Always start with this calendar to avoid overloading the schedule.

---

<nowiki>##</nowiki> **Step 3: Use the Secondary Calendar for Lunch/Dinner**

If the person specifically requests lunch, dinner, or weekend options:

1. Use this **secondary calendar** link:

<nowiki>[https://calendly.com/pastorlancerhoades]</nowiki>(<nowiki>https://calendly.com/pastorlancerhoades</nowiki>)

2. Offer these as a last resort or for scheduling meals.

---

<nowiki>##</nowiki> **Step 4: Confirm the Location**

Once they indicate their preference, confirm the location.

Offer these **preferred meeting spots** for meals or drinks:

- Eat n Park on West Liberty Ave

- Panera Bread in Caste Village

- 802 Bean Co on Brookline Blvd

If they choose the office:

> *"Great! We'll meet at the office. The address is [Insert Office Address]."*

---

<nowiki>##</nowiki> **Step 5: Add Their Cell Phone Number in Calendly**

1. When entering their details in Calendly, ensure you add their **cell phone number**.

- This will allow Calendly to send text reminders before the meeting.

2. Double-check the information is accurate.

---

<nowiki>##</nowiki> **Step 6: Confirm the Appointment**

Once the person agrees to a time and location:

1. Schedule the appointment in Calendly.

2. Notify them by saying:

> *"I’ve scheduled your appointment with Pastor Lance. You’ll receive a confirmation email and text reminder with all the details."*

3. Double-check that the location is clear in the appointment details.

---

<nowiki>##</nowiki> **Additional Script Suggestions**

- If someone hesitates:

> *"I understand your schedule might be busy too! Pastor Lance just wanted to connect and values this time with you. Do any of the available times work for you?"*

- If they ask why you’re helping:

> *"Pastor Lance is very busy, and I’m helping him keep his schedule organized so he can focus on the important work of the ministry."*

---

<nowiki>##</nowiki> **Common Questions and Answers**

1. **"Can we meet somewhere else?"**

> *"We prefer Eat n Park, Panera Bread, or 802 Bean Co because they’re convenient for Pastor Lance. Would one of these work for you? If not, let me know, and I’ll check with him."*

2. **"Can we meet on a weekend?"**

> *"Weekend options are limited, but I can check the secondary calendar for availability."*

3. **"What’s the address for the office?"**

> *"[Insert Office Address]. Please let me know if you need additional directions!"*

4. **"What’s the meeting about?"**

> *"Pastor Lance didn’t give me specifics, but he mentioned wanting to connect and talk with you personally."*

---

<nowiki>##</nowiki> **Reminders**

- Always prioritize the primary calendar ([60-minute meeting](<nowiki>https://calendly.com/pastorlancerhoades/60-minute-meeting</nowiki>)).

- Ensure the location and contact details are confirmed in Calendly.

- Be polite, professional, and clear in your communication.

---

Thank you for helping manage Pastor Lance’s schedule efficiently!