Prepare and follow up a call
Prepare and follow up a call briefs the host before each booked Meeting, holds it, and sends the recap and Tasks after it.
Trigger
Runs on Meeting.booked. Part of Meeting follow-up, run by the Sales Team.
Steps
- Read the Contact, their Deal and past Meetings, and write the host a brief.
- Send each attendee a reminder with the join link a day before.
- Join with a transcript and record the Meeting as held.
- Send the attendee a recap of what was agreed.
- File each follow-up as a Task with its owner and due date.
- Mark a missed Meeting as a no-show and offer a new time.
Outputs
Works with
| With | Links |
|---|---|
| Roles | Sales Lead |
| Systems | CRM, Dispatch, Mailboxes, Notices, Phone, Scheduling, Sequences, Work queue |
| Events | Meeting.booked, Meeting.held, Meeting.markedNoShow, Message.scheduled |
| Nouns | Contact, Meeting, Message, Task |
Example
A property manager books a morning call and does not join. After the grace period the Meeting is marked no-show, and the manager gets the booking link with a note asking them to pick another time.