LAMB - HubSpot - Schedule Meetings

You have a lead on the line who is interested. Because our HubSpot access level doesn't allow direct meeting reassignment, we use a proxy booking method. You will act as the lead to book the meeting directly into the closer’s calendar.

Why This Workflow is Unique

Most systems allow you to "hand off" a meeting. Here, you will use our public booking page. This ensures:

• Real-time Availability: You only see times the closer is actually free.
• Automatic Opt-in: Booking through this page automatically opts the lead into our mailing list.
• Immediate Confirmation: The lead gets an invite instantly.

1. The Preparation: "The Always-Open Tab"

While dialing, you must always have the Public Meeting Page open in a separate browser tab. Do not wait until the lead says "yes" to find the link.

2. The Booking Process (The "Workaround")

When a lead agrees to a 15-minute discovery call:

1. Select the Time Zone: Always find and select US Eastern Time first. This ensures you and the lead are looking at the same clock.
2. Pick a Slot: Aim for the "Sustainable Windows":
   • Morning Window: (Starting around 3:00 AM your time / 4:00 PM their time).
   • Evening Window: For late-day wrap-ups.
3. Enter Lead Information: You are acting as the lead. Enter:
   • Lead’s First & Last Name.
   • Lead’s Email Address.
   • Note: You do not need to add yourself as a guest. The system will handle the rest.

3. Rules of the Calendar

• The 24-Hour Block: You cannot book a meeting for "later today." The system requires 24 hours' notice so the closer can prepare.
• The "15-Minute" Rule: Always push for a 15-minute meeting. It sounds lightweight, easy, and follows our script.
• The Manual Override: If the lead insists on a time that isn't on the calendar:
  1. Don't lose the lead!
  2. Finish the call.
  3. Immediately create a HubSpot Task for the closer: "Manual Booking Request: [Name] at [Time]."

4. How to Apply the Learning

• Act as the User: When filling out the form, use the lead's email. This triggers the calendar invite to them and the notification to the closer.
• Confirm Privacy: You must click the "Agree to Data Privacy" box. This is what legally opts them into our future marketing sequences.
• Reset the Tab: After booking, the page will redirect to a "Services" page. Simply hit "back" or reload the booking link so you’re ready for the next call.