Case Study: ConnectCPA cuts booking delays by 70% with Calendly

How ConnectCPA reduced booking delays by 70% with Calendly

ConnectCPA, a Toronto-based subscription finance firm, struggled with slow, email-heavy scheduling that delayed sales calls, client onboarding, and multi-attendee meetings. As the company grew, the back-and-forth made the team seem less responsive and put hot leads at risk. ConnectCPA turned to Calendly to simplify booking and improve speed.

With Calendly embedded on its website and used for round-robin lead routing, co-hosted meetings, and automated HubSpot and Zoom workflows, ConnectCPA created a faster, more flexible scheduling process. The results were strong: booking delays dropped by 70%, 90% of prospects booked within 24 hours, and client-facing staff saved three to five hours per week.

ConnectCPA

Lior Zehtser

Co-Founder