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.
See this playbook on your market
We'll research a few companies that fit what you sell the way every booking gets researched, the buyer and what is changing there, and email you the briefs.
Just want the playbook?
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.
Book a strategy call
