How a client increased their onboarding rates by 50% overnight

One of our clients had a well-established business, a polished site, and a steady stream of leads. Clients were coming through — but after switching one piece of their flow, the onboarding rate jumped by 50% overnight.

Here’s what they did.

They started using Cogency.io — a platform built specifically for coaches, consultants, and agencies who care about giving clients a seamless, on-brand experience.

Rather than sticking with the standard “pick a time” approach, they enabled call-back mode on one of their scheduling pages. It’s simple: prospects don’t choose a time. They drop their number, pick a time window, and the rep calls them directly when it fits their day.

They also set a look-ahead limit of 7 days, which kept the pipeline focused and timely — no cluttered calendars or long lead times.

The confirmation messages were tweaked too — friendly, personal, and crystal clear that no action was needed from the client. Just wait for the call.

And then they made it sticky.

Instead of hiding the scheduler on a contact page, they added a sticky “Let’s Talk” bubble that followed visitors throughout the site. Whether someone was reading a blog post, reviewing pricing, or checking testimonials — that soft, clear call to action was always there.

And the results?

By removing friction and taking the follow-up into their own hands, they turned more curious visitors into actual conversations — and more conversations into paying clients.

Within 24 hours of switching to this new flow, they saw a 50% increase in completed onboarding calls.

“I used to wait for leads to find time. Now I just call them. It’s made everything more personal and more effective.”

If you're running a service-based business, sometimes the smallest shift unlocks the biggest results.

Call-back mode. Sticky access. Human follow-through.

That’s often all it takes.