Booking Tactical Handbook

Booking Tactical Handbook

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This doc outlines our internal SOP for classifying different prospect replies and how to respond to each (with examples). It also provides rules of thumb when it comes to outbound communications. Remember, tailor this to the way you communicate.

Rules of Thumb

Keep these key points in mind:

  1. Different audiences respond uniquely to cold outreach.
  2. More context from prospects often indicates higher intent.
  3. "Not interested" responses vary; tailor your reply accordingly.
  4. Respond within one business day to maintain momentum.
  5. Keep replies brief. Save selling and context for the call.
  6. Most responses offer conversation or networking opportunities.
  7. Track your approaches. Let data guide your messaging strategy.
  8. Follow-up is crucial. Use a CRM to track and nurture leads effectively.
  9. Pass prospect feedback along & we’ll use it to improve our messaging.

Framework

  1. You get a reply → reference Response Types section
  2. You respond → reference Booking messages section
    1. Use Bridging Messages to smoothly lead into Booking Messages
    2. Use Booking Messages to get them to book-on-calendar
    3. (Bridging is used for people who don’t just agree to hop on a call)

Response Types

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Yes, now - positive reply

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Yes, later - positive reply

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Maybe, now - positive reply

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Maybe, later - positive reply

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No, not now - needs followup

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No, wrong person - needs followup

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No, wrong time - needs followup

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No, we have solution - needs followup

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No, with feedback - needs followup

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No, just no - do not contact

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No, forever - do not contact

Booking Messages

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Bridging Messages

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Booking #1: Calendar Link

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Booking #2: Suggested times

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Booking #3: Combo (Link + Times)

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Booking #4: Phone Call

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Booking #5: Missed Call

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Once they suggest or book

Shared with ClarityAdvisory clients.

Author
F
Franc Berrones
Published
Feb 19, 2025 6:36 PM
AI summary

Internal SOP for classifying prospect replies and responses, emphasizing tailored communication, prompt follow-ups, and effective use of CRM for tracking leads and feedback. Includes various response types and booking strategies for meetings.

Topic/Theme
Strategies
Shared On
Website