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Cold booking

Scenario

A prospect initiates communication—maybe they fill out a form or request a demo—but you can’t get a hold of them. Send a calendar invite to this inbound lead with engaging messaging. New technology even makes it possible to book a meeting on their calendar.

This is a last-ditch effort to make a connection, and it’s a little risky to schedule a meeting without a qualified call first. But getting a meeting on the calendar is worthwhile. There’s a good chance the prospect will take the meeting. Even if they accept the invitation by accident and want to renegotiate, they might offer you something to get out of it.

Trigger

• You receive an inbound lead but cannot reach them

Actions

• Send an engaging message and calendar invite to schedule a pitch meeting
• This can be automated to go out (5) days after the form fill if no meeting has been set.
• Cold book a meeting on their calendar and follow up with an email.