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Scheduling meetings is filled with many more details and processes than originally meets the eye. Below several specific automations are outlined. These illustrate examples of work that can be offloaded from your shoulders and onto the computer's.
Invitation Related Automations
The first leg of the meeting-scheduling journey is the invite. And, Let's start off on the right foot. Here are some ways to get off to a good start:
- Allow invitees to subscribe to a newsletter(s).
- A tool that allows invitees to see scheduling conflicts and decide on a meeting time.
- Add invitees as leads to your sales and marketing systems. This allows for the following:
- Automations that perform lead nurturing tasks.
- Other marketing automations that perform digital tasks.
- Automatically create a zoom meeting URL on the fly.
- A link for rescheduling.
But wait, there is more....
Perhaps this is a sales meeting that will take place five days from now. An automation can send the invitees relevant material each day to keep them primed and interested. This minimizes the number of no-shows.
Also, maybe an individual failed to attend. That person can be automatically added to a no-show list. Or, other lists you request can be created and automatically populated.
Solving the Administraive Headache of Integration: Adding the Invitee Into Your System
Maybe the invitee needs to be added as a lead. Perhaps that individual needs to be added to ActiveCampaign, HubSpot, or some other system related to sales and marketing.
Zapier is a popular tool – used by over two million businesses – that can automate your routines. This volume of users speaks to the software's consistency and the trust it engenders.
Zapier connectors act like a phone line between your systems. Connectors enable systems to communicate with one another. These connectors are the backbone for most of the automations in this article.
Conflicts & Rescheduling
Inevitably, people will at times cancel. A graceful process needs to be in place for rescheduling. IntelliClew can put an automation in place that has a reschedule link, provides a friendly interface, and ensures there will be no scheduling conflict. This is no doubt an important piece of the puzzle.
The reschedule link should route a user to a page that provides: a business number, a Chatbot, and a way to directly communicating with a live representative. Perhaps the user's concerns can be allayed, and the meeting kept. If the user does not wish to speak to a representative, he can opt to continue with the rescheduling process or to reach out to a representative.
Newsletter Subscriptions
Maybe the individual is not subscribed to the newsletter. Your calendar system should provide them with the ability to sign-up, if they so wish. This will then automatically integrate with your other systems as noted above. If you have many different sets of promotional literature or newsletters, the system can let the user choose based on demographics or other criterea.
Notifications, Follow-Ups, Post Call Activities
Relevant people can automatically be sent an invitation via slack, email, or text.
Reminder emails can also be sent to ensure the meeting will not slip from the invitee's memories.
Once the meeting has ended, automated follow-ups can be sent. Since your systems are now connected, attendees can be automatically added to sales funnel(s) that are specific to their interests and demographics.
Also, the transcript of the meeting as well as an AI generated summary can be sent to everyone.
Would any of the above be a helpful solution for your business?
If you wish to learn how these solutions can be tailored to assist your business, you are welcome to schedule a free consultation by clicking on the red button below.
A free consultation can help you determine if and how this is a fit for your business.
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