Qualification Call
A short call designed for inbound leads to schedule a meeting
Add Template
Meeting Template Details
This Meeting Template schedules a 25 minute Zoom call with your prospects. It is designed to be embedded on a website but can also be used as a stand-alone Calendar Page. It features a custom meeting reminder 10 minutes before the call to reduce no-shows. It also utilizes a required custom field to ask the prospect their company size.
Submitted by Ammon Brown
About Meeting Templates
Meetings the Way You Want Them
Set preferences for the specific types of meetings you do often, like time, location, frequency, and reminders. Meeting Templates work for one-on-one and group meetings.
Create Unlimited Calendar Pages
Each Meeting Template creates a Calendar Page that you can send directly to the people you want to meet with. Schedule with multiple guests and multiple teammates.
Protect Your Calendar
With advanced privacy controls, you can confirm meetings before the invite is sent and set Calendar Pages as private.
Limit How Often You’re Booked
Set a limit for how many times per day you want to do a particular type of meeting, and how much lead time you want before it’s scheduled.
Easy Email and Slack Scheduling
Copy clickable time options from a Meeting Template, or use a Slash Command and the Scheduling AI will use your saved preferences to send available times to guests.
Streamline Team Scheduling
Create and share Combined and Round Robin Meeting Templates with your Team to save you and your guests time.
Learn how x.ai works
