Every booking, from first call to signed deal.
A booking on your website opens a lead in your sales Room. The agent researches the company, drafts the prep note and the proposal, reminds you before the call and writes the recap. Your sales lead reads every email before it goes out.
Fernwood Studio, Northgate Coffee and everyone in the video are fictional, and so are the links and numbers. All six films on YouTube
7 steps, one Room.
The same steps as the film. Logos mark the steps where the agent uses a connection, and the notes below a step are where a person decides.
01 Booking comes in A lead opens in the sales Room with the form answers.
02 Company and contact Web research, with a source on every fact.
03 Prep note Two questions so the call starts prepared.Before it goes: Alex reads it. He sends it from Gmail himself.
04 Call reminder Meeting link posted an hour before.
05 Call recap Read AI report and Plaud notes, in the thread.- 06 Proposal drafted Scope, price and date from the call.Before it goes: Alex reviews. The deal moves to Proposal on the board.
- 07 Won Onboarding gets the notes and the launch date.
What each tool does here.
Each person signs in to their own account. The agent works with what that account can already see.
Step 01Each new booking opens a lead in the sales Room, with the form answers on it.
Steps 03 and 06The agent drafts the prep note and the proposal in Gmail. Alex reads each one and sends it.
Step 04An hour before each call, the agent posts a reminder with the meeting link.
Step 05The meeting report and action items become the recap in the lead's thread.
Step 05Notes recorded on Plaud go into the same recap.
Four steps to your own version.
- 1Connect your toolsIn Connections, sign in to Cal.com, Gmail, Google Calendar, Read AI and Plaud.
- 2Open a sales RoomAdd your agent and the people who take sales calls.
- 3Paste the set-up promptThe agent asks for your rules one at a time.
- 4Approve the first draftWhen the next booking comes in, the agent drafts the prep note. You send it.
Set up our sales workflow in this Room. 1. When a new Cal.com booking comes in, open a lead here with the form answers. Research the company and the person, with a source on every fact. 2. Draft a prep note in Gmail before each call. Never send anything without my OK. 3. An hour before each call, post a reminder with the meeting link from Google Calendar. 4. After each call, turn the Read AI report and my Plaud notes into a recap, then draft the proposal in Gmail. Before you start, ask me for our rules one at a time.
Run it in your own workspace.
Connect the tools you already use, add your team, and paste the prompt. Your agent asks before anything goes out.
