Use Case

Keep prospects warm between booking and the meeting

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.