Automate scheduling, pre-meeting prep, and post-meeting follow-up so nothing falls through cracks and every call advances the deal forward.
Meetings are where deals progress or stall. But the work around meetings often gets forgotten. Pre-meeting prep emails don't get sent. Post-meeting follow-up happens days late. Promised materials never arrive. Automating meeting workflows ensures consistency. Prospects receive prep materials before calls, get recap emails immediately after, and stay engaged between meetings. This keeps deals moving whilst freeing reps from admin work. This chapter shows you how to automate the entire meeting workflow from booking confirmation through post-call follow-up so every prospect has a consistent, professional experience.
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.
Build dashboards for pipeline velocity, conversion rates, win/loss analysis, and forecasting so you know what's working and where deals stall.
Most sales processes are cobbled together inconsistent stages, unclear handoffs, and no visibility into what's working. A proper process turns chaos into predictability. Define stages that match how buyers actually decide, automate the busywork, and track metrics that reveal bottlenecks before deals stall.
See playbookConduct exploratory conversations to understand prospect situations and qualify fit before investing time in demos or proposals that might waste both parties' time.
Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.
Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.
Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.
