Hey Everyone,
I've been thinking about how I can maximize contact with a prospective client. Think about this: A client books a meeting with you, then what happens? They may get a confirmation from the booking software, but how else can we let the client know we are excited to meet them?
I put together an automation in Make .com that does just that. The meeting is added to your CRM and a crafted email response is sent to follow up with your prospect.
Here is how it works:
1. A prospect books through your booking software. (cal .comin this case)
2. Open AI verifies that the booking is legit.
3. The meeting is logged in the CRM, so your whole team is informed (deduped, of course).
4. OpenAI generates a warm email from a template in your voice with details of the of the meeting.