CRM
Outbound to Contacts Who Don't Book a Meeting
Automating outbound to people who tried but failed to book time on your website helps you capture intent immediately. Here's how to set it up in Unify:
Building Your "Meeting Not Booked" Audience
Create an audience based on form submissions where booking status is "not booked." This information can come from CSV uploads or directly from your CRM fields in Salesforce or HubSpot. This helps you track everyone who showed interest but didn't complete scheduling.
Creating Your Follow-up Play
Set up a play that triggers when contacts enter your unbooked audience. Since you already have their information, no prospecting is needed. You can add title filters to focus on decision-makers.
Setting Up Your Sequences
Create simple sequences acknowledging their booking attempt. Keep the message straightforward - send your calendar link again and offer flexible scheduling options. This automated follow-up ensures no interested prospects slip through the cracks.
By automating outbound to unbooked prospects, you can quickly re-engage with people who've already shown interest.
Similar plays
See how others are powering warm outbound with Unify.
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