Google Calendar meetings with the prep done beforehand

Ideas to put to work

Meetings that start prepared, and a clear view of where partner time goes.

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  Brief before every client meeting

  Sofia reads tomorrow's events, pulls each client's history and open deals from HubSpot, and drafts a short brief in Google Docs.

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  Where partner time goes

  Sofia reads calendar events over a period and shows how partner time splits across clients, prospects and internal meetings.

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  Client reviews scheduled on time

  Sofia checks which Salesforce accounts are due a review, finds free time across the team, and creates recurring events once you approve.

• P

  Kickoff booked when the deal is won

  When a deal is won in Pipedrive, Sofia finds free time for the team and creates the kickoff with the client, with your approval.

Works well with

• HubSpotCRM and marketing platform for growing businesses
• Google DocsGoogle's online word processor
• SalesforceCRM for accounts, contacts and sales pipeline
• PPipedriveSales CRM built around the deal pipeline
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• Microsoft OutlookMicrosoft's email and calendar
• GmailGoogle's email for business
• CalendlyOnline booking pages for meetings