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Meeting booking

Calendar and ownership​

Calendar defined in Cal.com.

Booking requirements​

  • Required attendees: Gabriel and a decision-maker; additional team members are optional.
  • Required information: Decision-maker name and title; company name, size, expected number of users, website, and industry.
  • Optional information: Current system, reason for change, and timeline.
  • Meeting length: 20 minutes.
  • Acceptance criteria: The prospect fits the defined audience.

Confirmation and reminders​

  • Automated email one day before the meeting.
  • Automated email one hour before the meeting.

Rescheduling​

  • Use the Cal.com rescheduling link.

No-shows​

  • Return the prospect to Sales for up to five rescheduling attempts.
  • Close the prospect in Salesforce if the fifth attempt is unsuccessful.