How would you define the success of Calendly's Routing Forms feature?

Introduction

Defining the success of Calendly's Routing Forms feature requires a comprehensive approach that considers multiple stakeholders and metrics. To address this product success metrics challenge effectively, I'll follow a structured framework covering core metrics, supporting indicators, and risk factors while considering all key stakeholders.

Step 1

Product Context

Calendly's Routing Forms feature is a tool that allows users to create customized intake forms to gather information from clients or prospects before scheduling a meeting. This feature enhances Calendly's core scheduling functionality by enabling more efficient and targeted appointment routing.

Key stakeholders include:

1. End-users (businesses and professionals)
2. Meeting attendees (clients, prospects)
3. Calendly (the company)
4. Sales and customer success teams

The user flow typically involves:

1. Form creation: Users design custom forms with relevant questions.
2. Form distribution: Users share the form link with potential attendees.
3. Form completion: Attendees fill out the form with their information and preferences.
4. Routing: Based on the responses, the system routes the attendee to the appropriate meeting type or team member.
5. Scheduling: The attendee books a time slot that fits their needs and the host's availability.

This feature aligns with Calendly's broader strategy of streamlining the scheduling process and improving the overall meeting experience. It differentiates Calendly from competitors by offering more sophisticated pre-meeting qualification and routing capabilities.

In terms of product lifecycle, Routing Forms is likely in the growth stage. It's a relatively new feature that's gaining traction but still has room for expansion and refinement.