Sales Meeting Scheduler Bot

Automate scheduling, setting up, and sending reminders for sales meetings so that your sales team can focus on new prospects.

Eliminate Administrative Tasks

Your sales people should be spending time finding new opportunities, not managing meeting logistics. Offload these manual tasks to a bot that can optimize the process.

Minimize No Shows

Delays and lack of follow-up can let valuable meetings fall through the cracks. Maximize follow-through of first sales meetings by providing a seamless scheduling experience.

Improve Customer Experience

People buy on the quality of your experience, not just the quality of your product. Make a great first impression with your new potential customer.

/ 01
Your Personal
bot flow Created with Sketch. Live report Send Reminder Day Before Meeting Do When Field mapping Auto check-ins Items (filtered) Always monitoring Run flow on New Lead Find Times Send Invite Send Details Confirmed Meeting When Do Do When Sales Meeting Scheduler Bot Back Off On
connect_monkey
Sales Admin

Augment your sales team with a personal admin for each member that coordinates meetings according to the ideal process you want. Easily connect to your CRM, web conferencing, calendar, and email systems.

Artboard Created with Sketch. 379 274 13 mins Total New Leads New Qualified Leads Average Turnaround 112 Opps Created 72% % Qualified Leads $3.4M Generated Pipeline Track Due date Falcon Co. - CTO Jun 20 Status Meeting Scheduled 50% Owner Julia Email Julia@ha..
Transform_strokes
transform_screen-buttons
/ 02
Manage Your Entire Funnel

Track the live status and details of every lead as well as high-level metrics and KPIs about the performance of your top of funnel.

the operating system for operations teams

Get more out of your systems & people