Use Case
Keep prospects warm between booking and the meeting

A prospect books a call two weeks out and then goes cold. This flow fills the gap: triggered at booking, a short series that shares what to expect, a relevant customer story, and a note the day before. Fewer no-shows, and warmer first meetings when they do show up.
How it Works
Before you start
- Booking trigger: Calendar booking, form confirm, or CRM meeting created.
- Assets ready: What to expect, a customer story, and a day-before reminder.
- Memories populated: Brand voice and proof points that warm a first meeting.
How to do it in Quotient
Ask Quotient to build the pre-meeting series:
"When someone books a call, start a short series: what to expect, a relevant customer story, and a note the day before. Goal is fewer no-shows and warmer meetings."
Review, then activate on booking.
What you'll get
- Automatic pre-meeting nurture
- Fewer cold no-shows
- Prospects who arrive context-ready
Tips
- Keep it short; two to three touches is enough for most booking windows.
- Stop the series if they cancel or reschedule.
Get Started
When someone books a call, start a short series: what to expect, a relevant customer story, and a note the day before.