Booking Conversations With Sales Qualified Leads

Make It Easy To Move Forward

This stage in the journey seems straightforward but can cause some big problems if done improperly. This stage is all about limiting friction so that it's an easy pass to Sales and there are no easy ways for your Prospect to say no to moving forward.

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Setting Up A Meeting

Once you've gotten the three concerns answered: match the ideal customer profile, have the budget needed for purchase, and shared they are ready to buy within a given time, the next step is having your Development Team book a meeting with the Prospect and Sales.

In today's world, gone are the days of the back and forth between Prospect ↔ Development Team ↔ Sales Team. With modern technology like ChiliPiper, HubSpot, Qualified, and the such, you can simply send a single email with a link that will allow the Prospect to pick a time that works best for them and is available on the Sales Team's calendar.

Using this process of booking a meeting reduces the friction of this step dramatically and ensures that the Prospect doesn't get frustrated and end up not wanting to continue working with you.

Designated Meeting Pages

One fancy way of doing this is setting up pages on your website for each Sales Member, as an example, you can see one here on Contineofy. Then with the chat interface with HubSpot or Qualified or an embedded form with ChiliPiper, each page gets its designated embed.

On this page, you can share a profile for each Sales Member including a photo, their past experience, and what their hobbies are. This allows your Sales Team to be more human and gives the Prospect an idea of whom they are talking to before the first meeting.

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