Meeting follow-up
Meeting follow-up prepares each booked call, holds it with a transcript, and sends the recap and follow-up Tasks within the hour.
Outcome
| Part | This Process |
|---|---|
| Outcome | Every booked Meeting has a brief before it starts, and afterwards a recap and follow-up Tasks with owners, or a new time offered when nobody came. |
| Reads | Meeting, Contact |
| Leaves | Meeting, Task, Message |
| On time | Within 1 hour (business hours); the clock never stops. Late Actions go to the Founder. |
| Runs in | Each Startup |
Accountable
Responsible: Sales Lead.
Consulted: Success Manager.
Informed: Founder.
Workflows
| Workflow | Runs | Team |
|---|---|---|
| Prepare and follow up a call | on Meeting.booked | Sales Team |
Who does each step
| Workflow | Step | Role | Calls | Approval |
|---|---|---|---|---|
| Prepare and follow up a call | 1. Read the Contact, their Deal and past Meetings, and write the host a brief. | Sales Lead | Contact.get | None |
| Prepare and follow up a call | 2. Send each attendee a reminder with the join link a day before. | Sales Lead | Message.schedule | None |
| Prepare and follow up a call | 3. Join with a transcript and record the Meeting as held. | Sales Lead | Meeting.hold | None |
| Prepare and follow up a call | 4. Send the attendee a recap of what was agreed. | Sales Lead | Message.create | None |
| Prepare and follow up a call | 5. File each follow-up as a Task with its owner and due date. | Sales Lead | Task.create | None |
| Prepare and follow up a call | 6. Mark a missed Meeting as a no-show and offer a new time. | Sales Lead | Meeting.markNoShow | None |
Events
| Direction | When | What happens |
|---|---|---|
| In | On Meeting.booked | Starts Prepare and follow up a call |
| Out | Message.scheduled | Raised by step 2 of Prepare and follow up a call |
| Out | Meeting.held | Raised by step 3 of Prepare and follow up a call |
| Out | Message.created | Raised by step 4 of Prepare and follow up a call |
| Out | Task.created | Raised by step 5 of Prepare and follow up a call |
| Out | Meeting.markedNoShow | Raised by step 6 of Prepare and follow up a call |
Plays
No Play names this Process.
Controls
No Control names this Process or a Workflow of it.
Settings
| Setting | Type | Default | Say | Set with |
|---|---|---|---|---|
meetings.recapWithin | string | 1h | Send the recap within an hour of each call | Setting.update |
Failure
A failed step retries; when retries run out, the Action goes to the Founder.
| Step | On failure |
|---|---|
| Prepare and follow up a call 3. Join with a transcript and record the Meeting as held. | noShow: Nobody came, so the Meeting is marked no-show and the attendee gets the link to pick a new time. Continues at rebook. |
| Prepare and follow up a call 4. Send the attendee a recap of what was agreed. | Times out after 1 hour. Goes to the Founder. |
Loop
| Step | Value |
|---|---|
| Hypothesis | A brief before each call and a recap within the hour turn more calls into a next step than notes sent the next day. |
| Measure | Outside paid Orders over 30d, at least 30 observations |
| Learn | The learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant. |
Code
Turn on meeting follow-upEnable
On by default for every Product Template. Process.pause stops new Actions; Actions in progress finish.
Send the recap within an hour of each callWorks with
| With | Links |
|---|---|
| Roles | Founder, Sales Lead, Success Manager |
| Systems | Dispatch, Mailboxes, Notices, Phone, Scheduling, Sequences, Work queue |
| Nouns | Contact, Meeting, Message, Task |
Example
A property manager books an intro call with Leaseline. The Sales Lead sends Dana Okafor a brief the evening before and joins with a transcript. Within the hour it sends the manager a recap and files two Tasks: a trial invite and a follow-up in a week.