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Connection series · From customer inquiry to closed deal

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.

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Fernwood Studio, Northgate Coffee and everyone in the video are fictional, and so are the links and numbers. All six films on YouTube

Connections

What each tool does here.

Each person signs in to their own account. The agent works with what that account can already see.

Step 01
Cal.com

Each new booking opens a lead in the sales Room, with the form answers on it.

Steps 03 and 06
Gmail

The agent drafts the prep note and the proposal in Gmail. Alex reads each one and sends it.

Step 04
Google Calendar

An hour before each call, the agent posts a reminder with the meeting link.

Step 05
Read AI

The meeting report and action items become the recap in the lead's thread.

Step 05
Plaud

Notes recorded on Plaud go into the same recap.

The workflow

7 steps, one Room.

The same steps as the film. Each one shows what the agent does in the Room and, where it matters, who signs it off.

  1. 01Booked

    Booking comes in

    In Kylon
    SageA lead opens in the sales Room with the form answers.
    Booking comes in: A lead opens in the sales Room with the form answers.
  2. 02Researched

    Company and contact

    In Kylon
    SageWeb research, with a source on every fact.
    Company and contact: Web research, with a source on every fact.
  3. 03Prep sent

    Prep note

    In Kylon
    SageTwo questions so the call starts prepared.
    Who decides
    Alex reads it. He sends it from Gmail himself.
    Prep note: Two questions so the call starts prepared.
  4. 04Call

    Call reminder

    In Kylon
    SageMeeting link posted an hour before.
    Call reminder: Meeting link posted an hour before.
  5. 05Recap

    Call recap

    In Kylon
    SageRead AI report and Plaud notes, in the thread.
    Call recap: Read AI report and Plaud notes, in the thread.
  6. 06Proposal

    Proposal drafted

    In Kylon
    SageScope, price and date from the call.
    Who decides
    Alex reviews. The deal moves to Proposal on the board.
    Proposal drafted: Scope, price and date from the call.
  7. 07Won

    Won

    In Kylon
    SageOnboarding gets the notes and the launch date.
    Won: Onboarding gets the notes and the launch date.
Say it once in the threadWhen Alex wants a lead handled differently, he says so in the thread. The agent keeps it as a rule, and the next lead follows it.
Set it up

Four steps to your own version.

  1. 1Connect your toolsIn Connections, sign in to Cal.com, Gmail, Google Calendar, Read AI and Plaud.
  2. 2Open a sales RoomAdd your agent and the people who take sales calls.
  3. 3Paste the set-up promptThe agent asks for your rules one at a time.
  4. 4Approve the first draftWhen the next booking comes in, the agent drafts the prep note. You send it.
Set-up prompt
Use this in Kylon

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.

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More workflows

From project files to tasks with ownersFrom client welcome to contract renewalFrom daily ad report to budget changesFrom finding creators to paying themFrom first video cut to live on the site

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