Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Follow up on a prospective client's stated project need in the original thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Draft replies to client introductions using notes on the people involved.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Post client meeting links in the project team's channel and confirm delivery.
Your group gets the meeting link and start time in its channel, and the organizer gets a reply confirming delivery.
Invite prospective clients to discuss the advice they asked about.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Ask prospective clients for the next step in an engagement discussion.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Suggest shared openings for consultants across regional offices.
Get meeting options that fit your team's calendars and work hours, with local times for every office in the request chat.
Find shared openings for client engagement teams.
Find a meeting time that works for everyone without comparing calendars yourself. Get shared openings back in the same team chat.
Find shared meeting times for consultants working across client regions.
Get meeting options across time zones, based on your team's current calendars and the local hours you choose for each person.
Find meeting times for consultants in different offices and time zones.
Get meeting options everyone can attend across time zones, with local times for each person, right in the chat where you asked.
Check a consultant's booking page before sharing it for a client call.
Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.
Create a team call for a live client issue and reply with its link.
Get a fresh joining link in the same private chat where you ask for a call, ready to share with your team.
Find a consultant's direct meeting link for client scheduling.
Your colleagues get a direct booking link they can forward, with the meeting type clear before an invitee books.