What is meeting lifecycle automation?

For most teams, time-to-meeting is unnecessarily long. The biggest culprit? Most revenue teams haven’t mastered the meeting lifecycle — usually because they’re hyper-focused on the meeting itself.

The traditional approach to the meeting lifecycle creates friction and spoils the prospect experience, giving them too many chances to drop out of the funnel. Adopting meeting lifecycle automation creates a standout experience for prospects, meaning sales reps get a competitive advantage and conversion rates go up.

What are the benefits of meeting lifecycle automation?

A prospect meeting isn’t an isolated event. It’s actually dozens of tasks, including finding time to meet, sending reminders and follow-ups, updating your CRM, and — if you succeed  — scheduling the next meeting. Add up every step from first contact to closing the deal, and that’s the revenue meeting lifecycle.

Unsurprisingly, the quicker you get in touch, the more likely you are to convert. Delaying by even an hour gives the prospect an opening to find a different solution. In fact, the best practice is toYou’d think that metric would set sales teams’ hair on fire. Unfortunately, the vast majority of B2B sales organizations are incredibly slow: Average lead response time is days, not minutes. 

It’s like having a digital concierge service for your meeting lifecycle. serviceo is so much more than a scheduling tool. It can help you:

  • Reduce the gap between when meeting requests come in and when team members respond using features like Round Robin

  • Move prospects through the funnel faster via automated meeting reminders and follow-ups (email or text)

  • Keep sales reps focused on sales by automating the busy work around booking meetings

The constant email back-and-forth of the meeting lifecycle is so familiar, few question it. But it doesn’t have to be like this anymore. Just ask serviceo customer CallRail: Their SDRs got back 3,200 hours in one year by automating tasks associated with the meeting lifecycle.

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