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Palmetto Publishing is a leader in self-publishing, helping independent authors bring their books to market without giving up ownership rights. While Palmetto itself was founded in 2018, the company carries forward a legacy of publishing expertise that dates back to 1951. Their consultative approach requires close coordination between publishing consultants and authors, making their scheduling process a critical part of their success.
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For Palmetto Publishing, success created a new challenge. While they were generating a high volume of inbound leads, their growing team of publishing consultants was spending valuable time on manual scheduling rather than helping authors realize their publishing dreams.
"We were getting lots of leads, and many of them were qualified," recalls Jack Joseph, CEO of Palmetto Publishing. "But we didn't have a smooth booking process for authors to meet with a publishing consultant. It was a lot of grinding—our consultants were chasing leads just to get meetings on the calendar."
Palmetto initially explored Chili Piper but found it expensive and overly restrictive.
"I googled 'Chili Piper alternatives' and found RevenueHero," says Jack. "From the first demo, it was clear that RevenueHero was a better product at a better price. It was an easy decision."
Palmetto implemented RevenueHero to create a frictionless booking experience that put authors first. Here are a few key features that made a difference:
Before RevenueHero, booking a meeting required follow-ups via email and outreach campaigns. Now, 60-70% of qualified prospects book a meeting directly on the website, eliminating unnecessary back-and-forth. What Palmetto loved most though, was the flexible round robin that made this workflow a success.
"This is one of my favorite features," says Jack. "Authors aren’t forced into a consultant’s schedule. They see availability across all consultants and choose the time that works best for them."
Long story short, authors finally get to pick a time that works best for them—without the system trying to force a match between their schedule and a consultant’s availability.
Palmetto originally used HubSpot’s scheduling but found it lacking real-time booking functionality. RevenueHero’s integration ensured a smooth transition when Palmetto later migrated to Salesforce, keeping their CRM workflow intact.
The integration also enables automated follow-ups and routing rules that align with their team’s availability, making it easier for publishing consultants to manage their schedules effectively. The result? A more streamlined, efficient process that allows Palmetto to focus on what they do best—helping authors publish their books.
Want to see how RevenueHero integrates with your existing tools? Learn more about our HubSpot and Salesforce integrations.
Palmetto has found the trick to getting authors to show up to meetings—timely reminders.
"We’re excited to implement text message reminders soon," Jack adds. "But even with just email reminders, our show rates have been strong. It creates a better experience for authors and reduces no-shows."
Palmetto leverages RevenueHero's campaign magic links to re-engage leads in their nurture campaigns, ensuring each prospect is routed according to campaign-specific logic.
"It's been great—our leads can rebook a meeting in one click from an email, which has improved our follow-up conversion rates."
Additionally, within platforms like Outreach, sales reps can insert magic slots directly into their emails, presenting prospects with available time slots they can select right from the email—eliminating unnecessary back-and-forth communication. This creates a frictionless experience, making it significantly easier to convert leads into scheduled meetings.
As with many of our customers, Palmetto couldn’t help but drop a note about our customer service—guess we’re doing something right!
"I've never worked with a SaaS company that moves as fast as RevenueHero. Susa and the team are always available, always responsive. When we asked for a feature, like SMS reminders, they delivered. That level of partnership is rare."
With RevenueHero, Palmetto Publishing saw results almost immediately:
✔ Meetings increased significantly, with publishing consultants’ calendars going from sporadic bookings to nearly full days.
✔ Lead-to-customer conversion rate improved by 30% after implementation.
✔ Sales cycle shortened by 15-20%, reducing the time from lead to customer.
✔ Frictionless booking experience for both consultants and authors, reducing the need for manual outreach.
If you're serious about optimizing your sales process and really want to both maximize your customer experience and maximize the results you get out of reps, I would strongly consider looking at RevenueHero. It was a big, big help for us.
Something specific you'd like to know about this customer setup or have a scheduling challenge of your own?
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