What you need
- A line: Inbound for ad leads, Two-Way if you’ll also text your list first. See Buy a line.
- A booking link for your calendar
- An agent whose goal is a booked call
The play
1
Define who's qualified
Write down two or three questions that separate a good-fit lead from a poor one, such as revenue stage, goals, timeline, or budget. Add them to the agent brief under Qualify by asking.
2
Set the agent's goal to the booking
Set success = call booked and add your booking link. Tell the agent to ask the qualifying questions before sending the link.
3
Handle the fit objection
The most common objection is “not sure it’s right for me.” Give the agent a clear picture of who you serve so it can reassure the right people and gently redirect the wrong ones.
4
Book, then confirm
Once the call is booked, the agent should confirm the time in the same thread. A lead who agreed in conversation is far more likely to show up than one who filled in a form.
5
Remind on the lock screen
Send a short reminder before the call, from the same line, in the same thread. See Reduce no-shows.