Conversion OS / Scheduling & recovery
Easier to book. Easier to keep.
Move from a useful conversation to an agreed meeting. Then keep the thread going with confirmations, reminders, and a clear path to reschedule.
One conversation, a new timeCheck connected calendar → Confirm the new time → Update the invitation
Your playbook, put to work
The work doesn’t end at “booked.”
Find the right time.
Use the appropriate seller’s connected availability and meeting rules. Keep scheduling in the conversation where supported.
Keep the meeting relevant.
Confirm the plan and remind the buyer what the meeting is for. Let them change the time without having to start over.
Recover the missed connection.
Define how to follow up after a decline or no-show, including timing, channel permissions, and when to stop or hand back to your team.
SaaS Academy / Customer story
$100K+Incremental revenue in 90 daysSaaS Academy recovered qualified leads who had missed their first call. Its sales team attributed more than $100K in incremental revenue to that recovery work.
Read the customer storyBefore you build
What this looks like in your business.
Does this guarantee better show rates?
No. We configure the experience and measure your actual results. The goal is to reduce avoidable friction, not promise that every booked buyer will attend.
Which calendars and channels are included?
We confirm your calendar, CRM, routing, and channel requirements during scoping. Connections and follow-up rules depend on the implementation you choose.
What do we build together?
We map the relevant journey, connect approved knowledge and tools, configure the playbook, and test the handoffs and exceptions. Channels, integrations, decision points, and ongoing operation are agreed in your scope—not assumed to be included.
A working system, not another subscription
Start with the work that matters.
See relevant systems live. Map where your knowledge, playbooks, and tools could make the biggest difference. We build the implementation and scope ongoing operation separately.