Routines / Prospect Reply Booking
Prospect Reply Booking
Each time a prospect replies by email or LinkedIn message, Jane sorts the reply, sends the answer and logs both in your client database. For a yes she offers open times from the rep's calendar and sends the invite once a time is picked.
How this routine works
Works with
HubSpot
Salesforce
Gmail
Outlook
LinkedIn
Google Calendar
Slack
- 1
A prospect replies
Jane starts each time a prospect replies to your firm by email or LinkedIn message.
- 2
Jane sorts and answers the reply
Jane sorts the reply by what the prospect said and sends the answer. For a yes she offers open times from the rep's calendar.
- 3
Jane books the meeting
When the prospect picks a time, Jane sends the calendar invite and logs the reply and its category on the contact in your client database.
Questions about Prospect Reply Booking
What does the Prospect Reply Booking routine do?
Each time a prospect replies, it sorts the reply, drafts an answer with open times from the rep's calendar, drafts the calendar invite once a time is chosen, and logs the reply in your CRM.
Does Jane send replies or invites on her own?
No. Every reply and calendar invite is drafted for the rep, and nothing is sent until the rep approves it.
What happens when a prospect asks to stop?
Jane marks the contact in your CRM so no further outreach is drafted to them, and tells the rep.
Can we change the meeting length or the times offered?
Yes. Tell Jane the meeting length, the hours to offer and how many options to give, and she uses them for every reply.
