BookIt Certification - 01 - BookIt General Overview

Content
6 modules
Course length
0 mins
Instructor
Kevin Au

Description

Instantly convert inbound interest into qualified, booked meetings.

Learn the initial concepts of LeanData's BookIt Scheduling product suite. You will learn to master BookIt for Forms, BookIt Handoff, and BookIt Links to create a seamless scheduling experience for both your prospects and your revenue team. From initial setup to advanced Round Robin configurations, this course equips you to eliminate scheduling friction and accelerate your go-to-market motion.

Objectives

Course Objectives

  • Learn why automated scheduling is critical for reducing friction and accelerating the buyer's journey.

  • Understand how the BookIt product suite (Forms, Handoff, and Links) work together to increase booked meetings.

  • Learn how to configure BookIt for Forms to instantly capture and qualify inbound leads.

  • Learn how to set up BookIt Handoff for seamless meeting transfers between SDRs and AEs.

  • Learn how to create and manage Meeting Types to standardize your scheduling process.

  • Learn how to adjust your Round Robin settings for fair and intelligent meeting distribution.

1.
What is BookIt?
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2.
Inviting & Authorizing BookIt Users
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3.
BookIt User Access Levels
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4.
Creating Meeting Types
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5.
BookIt Round Robins
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6.
Counts, Calibrations, & Credits for Count-Based Pools
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