Gated/Contact/Demo -
Calendly Bookings

1. After each lead fills out a demo, contact us, or gated content forms they will be presented a Calendly to book a meeting if they wish to do so directly with Pulseway. 

2. This meeting is logged in the NCA Booking Calendly and the TPP contains the link to block the Google Calendar

   • Round Robin will be used to distribute leads who have not been assigned a rep.

   • Reps will book the calendar invite into the Google calendars using the link in the TPP, inviting the prospect and adding their own Zoom link

   • The prospect is the one booking the meeting so it will be in their calendars automatically but the new Zoom link will need to be sent via the new invite Reps send

3. The lead will be given the default Zoom link from Marketing

   • Zoom Link

https://us04web.zoom.us/j/7068835135?pwd=QWErbGN2NWJBd0tvSE9CVldTblYvQT09

Meeting ID: 706 883 5135

Passcode: 6hNF5w

Host Code: 704573 

4. You can reach out to try and change the Zoom link but if no contact has happened, please join the link above

5. These leads follow the normal buyer's journey (Contact/Demo) so do not miss the follow-up. 

• Lead Source Detail = The Type of meeting that has been scheduled 

• Original Lead Source Detail = Where the lead came from

• Notes = The Date/Time/Message of the meeting 

• Task & Subject = Name of Meeting 

• Comments = All Meeting Details