Booked to Held Playbook
Turn booked meetings into held ones. Every booking is checked, researched and sent a personal video before the call, and a no-show gets a call within minutes.
PipelineOutcome: Meetings that happen
Tools used
Calendly
HubSpot
Jev
OpenRouter
Claude Code
Sumble
Gmail
Salesfinity
Slack
How it works
Every new meeting syncs to the CRM the moment it is booked.
- Calendly sends the booking, and the record updates in HubSpot.
- A reschedule keeps everything already prepared.
- Calendly
- HubSpot
Each booking is checked for fit and a named problem.
- Jev and OpenRouter check ICP fit and whether they named a problem.
- A weak booking gets one qualifying question before the call.
- Jev
- OpenRouter
What they sell, who they sell to and the problem they named, on one page.
- Claude Code writes the page from their site, their CRM record and Sumble's hiring and tech data.
- Claude Code
- Sumble
A 50-second video made for them, on its own page, with the agenda.
- Claude Code makes the video from the research, and it goes out by Gmail.
- Watching it is part of the process, and the email says so plainly.
- Claude Code
- Gmail
The day before and the morning of.
- Reminders go out by Gmail and ask them to accept the invite.
- Gmail
A missed meeting gets a response within minutes, while they are still at their desk.
- An email with the link at five minutes past, then a call on Salesfinity at ten.
- Rebook the same day, offering two set times.
- No rebook within three days: the lead moves to CRM Re-engagement.
- Gmail
- Salesfinity
Show rate is tracked by channel and campaign, so a weak booking source gets fixed where it starts.
- Every outcome is logged in HubSpot, and a weekly Slack report shows show rate by source.
- HubSpot
- Slack
Want this running for your market?
We build it on your data and your offer, then run it with your team. It starts with a 30-minute strategy call.
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