Set up a rescheduling workflow for leads who missed the meeting

Created by Andre Greiner, Modified on Thu, 30 Mar 2023 at 02:56 PM by Andre Greiner

Leads who didn't show up for the meeting aren't lost. A rescheduling strategy that relies on quick contact right after the no-show can increase the number of rescheduled meetings by up to 47%. According to InsideSales, when contact with a no-show lead is less than 10 minutes because the company demonstrates readiness and interest, creating a positive impression and solving possible problems that may have caused the no-show. follow to create a rescheduling workflow.

  1. On the workflow creation screen, choose the trigger “ Cancellation (Feedback meeting) 
  2. Select the rescheduling template and schedule the sending of an HSM (Whatsapp Business) one minute after the meeting is cancelled.
  3. Add a Callback activity   to be performed after completing the previous activity.
  4. Configure the remaining actions of the flow according to the table. 

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