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Your teams work hard to book meetings, so it’s important that those meetings actually happen! 

 

Take these steps to help your team ensure meetings happen and reduce no-show rates:

 

  1. Set up a Team Meeting Confirmation Cadence

A Team Meeting Confirmation Cadence implements a pre-meeting workflow your team can follow to ensure all bases are covered before a meeting. 

 

  1. Add prospects to the Meeting Confirmation Cadence as soon as a meeting is scheduled

Share the Team Meeting Confirmation Cadence with your team and encourage them to add prospects as soon as a meeting is scheduled.

 

  1. Utilize the Meeting Reminder Play

The Meeting Reminder Play reminds your team about meetings 24 hours before the scheduled start time. Set up and utilize this Play to ensure your team is aware of their upcoming meetings.

 

  1. Set Up the Prepare for Meeting: Share Internal Note Play

Like the Meeting Reminder Play, the Prepare for Meeting: Share Internal Notes Play prompts your team to prepare for upcoming meetings and share internal notes 24 hours before the scheduled start time. 

 

📞 Optional Call Step: Add a call step to the cadence to confirm attendance.

 

Here’s a look at a Meeting Confirmation Cadence:

 

 

 

#SalesSuccess #MeetingConfirmation #SalesTips

 

Additional Resources

Check out our knowledge base to learn how to:

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