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Meeting not booked: Send instant notifications on Slack to your sales rep

Prospects who submit a meeting request form but don’t book a meeting are the abandoned cart equivalent in B2B. Use this template to trigger “meeting not booked” alerts to the sales rep when the prospect abandons ship after submitting the form.

Krishna Charan
May 15, 2024
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Sometimes, your prospects need that extra nudge to book a meeting on your calendar. I have observed a lot of “meeting not booked” alerts on our Slack channel, while our reps religiously follow up to understand what stopped our prospects from doing so – and get them to change their minds. 

Here’s how you can use RevenueHero to automate these “meeting not booked” alerts instantly on your Slack channel.

How to automate “meeting not booked” alerts for your sales reps on Slack

RevenueHero lets you build workflows to automate critical pieces of the GTM funnel based on prospect and meeting-level scenarios. 

Here’s how you can use Slack and RevenueHero to send instant meeting alerts when a prospect fills up a form but doesn’t book a meeting on the sales rep’s calendar:

1. Choose your workflow’s trigger and corresponding action

Head to the workflows tab in RevenueHero and create a new workflow. From the workflow options that you find, choose “When a meeting is canceled” as a trigger.

In the next page, choose the Meeting Types for which the cancellation workflow needs to be triggered. You can configure it for All Meetings or select specific Meeting Types. 

For instance, you might be using a specific meeting type for SDRs to qualify prospects and another one for demos from AEs. You can take these meeting scenarios into account while triggering cancellation alerts.

Then, add the outcome for the trigger by selecting “Send message to Slack channel”.

2. Create a meeting alert with useful lead information for sales reps

Under “Action”, you can add the message for the meeting not booked alert to be sent on Slack. In RevenueHero, you can configure an the alert on Slack along with all the necessary lead details such as:

  • The time when form was filled
  • Prospect details based on form entries and enrichment
  • Assigned sales rep’s name
  • Name of the form (mapped to different meeting booking pages)

And a lot more meeting info with just a slash “/” command to pull these variables.

Note: You need to add the @revenuehero bot to the Slack channel where you want these meeting alerts.

Many of our customers also mentioned in our case studies that they use the “Notify members” functionality to add a sales manager to oversee these alerts.

Pro tip: Include "Form Entries" along with the message. It's one of those tiny details that goes a long way and helps sales folks get all the information in one place instead of having to go back to the CRM just to see what they filled out.

If you’re looking to configure more workflows and use cases that span across your GTM, check out more power routes.

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