Who it’s for
The demo gets booked before the prospect cools off.
Intro call, demo, follow-up — each with its own rules and buffers. Your link carries a page with wins and numbers, and Slack tells the team the moment a meeting books or cancels.
Every hour between “interested” and “on the calendar” costs deals. If booking a demo takes an email thread, some prospects never make it. And when a demo cancels quietly, nobody chases it because nobody saw it happen.
Event types per call stage
Intro, demo, and follow-up as separate event types with their own duration, buffers, and intake questions.
Slack posts on every booking
New bookings, cancellations, and no-shows post to your channel, plus a daily brief of what’s on the calendar.
A Rep Card that sells first
Wins with numbers, a save-my-contact button, and booking on the page. The prospect meets you before the meeting.
Routing to the right rep
Routing forms send inbound prospects to the right person, and round robin spreads the load across the team.
The Sales Rep template
The Sales Rep template sets up intro, demo, and follow-up calls plus a wins-and-numbers Rep Card in one pick.