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Scheduling the next call

Go to the contact page and click the Calendar icon on the right side of the screen and then “+ Add” to create a new appointment

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Then select the following:

Calendar Type: ”Free 10-min Presentation Framework Strategy Call” for a Triage call or “45-min Strategy Session” for a Sales Call

Team Member: ”Calendar Default” for Round Robin or select a specific member, such as yourself, if appropriate

Timezone: Select the prospect’s timezone so you can read out available times to them in their time

Date & Time: Select the correct Date & Time for the appointment.

Book Appointment: Click this when done to officialise the booking.

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