Booking Engine · Private beta
Stop losing meetings to scheduling ping-pong.
Self-serve booking pages with intake questions. As prospects answer, Pipeline pre-builds the agenda. Booking confirmation drops a deal into your pipeline with the intake answers as the pain hypothesis. Both sides walk in prepped.
Add-on engine · $10/user/mo standalone, or included in the full Outcome Suite at $49/seat.
From form fill to ready-to-sell
Three steps · no rep involvement.
The prospect picks a time. Everything else happens automatically — including the deal landing in your pipeline with the right context.
Prospect books on your page
They pick a slot, answer 2-4 intake questions you configure (company size, ICP fit, what they hope to walk away with). Self-serve, mobile-friendly.
Public · /book/your-slug
AI agenda + deal auto-create
Claude turns the intake answers into a structured pre-meeting agenda. A deal lands in your pipeline tagged source=booking with the answers as the pain hypothesis. Calendar invite carries both.
Source: booking · pain pre-filled
You walk in prepped
Open the deal page before the call — agenda is already there, stakeholder is mapped, calendar event in your inbox carries the same context. Zero pre-call research.
One source of truth
What the prospect typed
Three intake questions, real signal.
You configure what to ask. The prospect's answers ride the whole way through your pipeline.
What's your team size?
12 reps + 1 manager
Which CRM are you using today?
HubSpot Sales Hub Starter, but we hate it
What does winning a 20-min call look like?
Walk away knowing if voice updates work on iOS Safari and how forecasting handles renewals separately.
What lands in your pipeline
Agenda + deal · no rep typing.
Claude turns the answers into a pre-meeting agenda. A deal row appears tagged source=booking with the pain hypothesis pre-filled.
Pre-meeting agenda
- Confirm: 12 reps + manager, iOS-heavy. iOS Safari voice tested + documented.
- Renewal forecasting walkthrough — per-pipeline goal scoping demo.
- Migration path from HubSpot Starter — 1-click importer live.
- Pricing comparison vs. their current stack.
New deal landed
example.com · Discovery call
Source: booking · Pain hypothesis pre-filled from intake
Auto-created · primary contact attached
What's included
Calendly + agenda generation + pipeline link in one tool.
Self-serve booking pages
Each rep gets a public /book/their-slug URL. Prospects pick a slot from your real availability — two-way synced with Google + Outlook.
Configurable intake
2-4 questions per booking page. ICP filters, team size, what-they-want-from-the-call. Custom per use case.
AI fit scoring
Each booking is scored 0-100 against your ICP. Low-fit bookings get the host a heads-up; you can hard-reject below a threshold (workspace policy honors AI mode).
Auto-generated agenda
Claude takes the intake answers + fit reasoning and drafts a pre-meeting agenda. Lands in your calendar event description and the deal page.
Auto-create deal in Pipeline
Confirmation lands a deal in your default pipeline with the prospect as primary stakeholder and intake answers as the pain hypothesis. Skipped on unqualified fit.
Confirmation + heads-up emails
Prospect gets a confirmation with the meeting details + manage link. You get a heads-up email with the agenda + fit score + a deep link to the new deal.
Booking is one of four engines
The meeting is a moment; the deal is the relationship.
Booking on its own is faster than Calendly — and free for 2 seats. Paired with Pipeline, every booking adds a deal with rich pain context. Paired with Proposal, every meeting recap feeds the next proposal. Paired with Campaign, qualified inbound replies route through booking pages directly.
Send one link. Walk into the call ready.
Set up your first booking page in two minutes. The next prospect books themselves; the deal + agenda land before you check your inbox.