Book qualified sales meetings from buying signals

Finds prospects showing a live buying need, writes personalized outreach, follows up, reads replies and books qualified meetings on your calendar

Book qualified sales meetings from buying signals agent board

About

This template runs a prospecting and meeting booking agent for founders and sales operators who want a calendar filled with qualified conversations instead of doing outreach by hand.

What it does

The Meeting Booker agent works from your offer and finds people who show a current need, backed by public proof of that buying signal. Each weekday it builds a fresh batch of prospects, scores how well they fit, writes a personalized message in the prospect's language, and follows up. When replies come in, it matches each one to the right prospect, classifies it, stops the sequence, drafts or sends the answer, and books the meeting on your calendar.

Every week it reports the full funnel: found, contacted, replied, positive, booked and held, along with which signals, sources and angles convert best, then adjusts targeting from what it learns.

How it works

The agent reads your offer from a URL, a description or a document and infers your ideal customers, the observable buying signals to look for, and where to find them. It runs on three schedules: a daily prospect build in the morning, hourly inbox checks through the working day, and a weekly report on Friday.

Nothing goes out without your approval, except the steps you choose to let run on their own. It sends through Gmail and books into Google Calendar, and can also work with other outreach tools you already use, or in a manual mode with ready-to-send message packs and pasted replies when you prefer to keep a hand on every send.

Agents in this template

Meeting Booker

Remplit ton agenda de RDV qualifiés : à partir de ton offre, il trouve chaque jour des prospects qui montrent un besoin en ce moment (preuve publique à l'appui), leur écrit un message personnalisé, les relance, lit leurs réponses et booke le RDV dans ton agenda (Google Calendar, Outlook, Calendly, Cal.com ou ton outil). Tu gardes tes outils d'envoi (Gmail, lemlist, Instantly, Waalaxy, Unipile… ou n'importe lequel). Rien ne part sans ta validation, sauf les étapes que tu décides toi-même de laisser tourner seules.

Skills · 8

database

Use at the start of every exchange to make sure your tables exist (create them from this schema if any is missing, never improvise another schema), and whenever you need the exact meaning of a prospect stage or a message status — above all what counts as "sent".

find-hot-prospects

Use to build a batch of new prospects: search public buying signals across many source families (and any connected data tool, the owner's warm sources or a dropped list), verify the proof, score fit, find a contact with its source, deduplicate against the database and the suppression list, and store the batch as stage 'found'.

handle-replies-and-book

Use when checking for replies (inbox-check routine, or replies the owner pastes): match each reply to a prospect, classify it, stop the sequence, draft or send the answer per autonomy, and book the meeting — real free slots from the connected calendar with an event and invite, a booking link (Calendly, Cal.com or any other), or a ready invite the owner creates.

manual-mode

Use when the owner has no tool connected (or refuses one) for a brick, or when a prospect can only be reached by hand (contact form, LinkedIn without a tool): the light mode that keeps the whole pipeline working with free public sources, ready-to-send packs, pasted replies and ready invites.

+4 more

Scheduled tasks · 3

daily-prospects

At 09:00 AM, Monday through Friday

inbox-check

Every hour, between 08:00 AM and 07:00 PM, Monday through Friday

weekly-report

At 05:00 PM, only on Friday

Frequently asked questions

Which accounts do I need to connect to install this?

Gmail and Google Calendar, and setup takes about 5 minutes. You keep your own sending tools if you have them (lemlist, Instantly, Waalaxy and others), and if you connect nothing for a step, the agent runs that step in manual mode with free public sources and ready-to-send packs.

How often does the agent find prospects and check for replies?

It searches for new prospects every weekday at 9am, checks the inbox every hour from 8am to 7pm on weekdays, and sends a funnel report every Friday at 5pm. All schedules run Monday through Friday.

Does the agent send messages without me approving them?

Nothing goes out without your validation by default. You can choose to let specific steps run on their own, but the agent respects the autonomy level you set for each part of the pipeline.

How does the agent decide who to contact?

It reads your offer from a URL, description or document, infers your ideal customer profiles and the observable buying signals to look for, then searches public sources daily. It verifies the public proof behind each signal and scores fit before adding a prospect to the batch.

What does the agent do when a prospect replies?

It matches the reply to the prospect, classifies it, stops the sequence, drafts or sends the answer according to your autonomy settings, and books the meeting in your calendar. Replies can come from the inbox check or from messages you paste in.

What does the weekly report include?

It computes the funnel from found, contacted, replied, positive, booked and held, and shows which signals, sources and angles convert. It uses that to adjust targeting, and you can also ask for a status update at any time.

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