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.

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Your Personal
bot flowCreated with Sketch.Live reportSend ReminderDay Before MeetingDoWhenField mappingAuto check-insItems (filtered)Always monitoringRun flow onNew LeadFind TimesSend InviteSend DetailsConfirmed MeetingWhenDoDoWhenSales Meeting Scheduler BotBackOffOn
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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.

ArtboardCreated with Sketch.37927413 minsTotal New LeadsNew Qualified LeadsAverage Turnaround112Opps Created72%% Qualified Leads$3.4MGenerated PipelineTrackDue dateFalcon Co. - CTOJun 20StatusMeeting Scheduled50%OwnerJuliaEmailJulia@ha..
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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