Meeting Booking Template

Increase your meeting bookings with our high performing Meeting Booking Template – make it easy for customers say 'yes' to a meeting.

Preview of Meeting Booking Template
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About this template

Elevate your sales outreach with our Outbound Meeting Booking Template. Designed to streamline the meeting scheduling process, this interactive template features an embedded calendar for effortless appointment booking.

Empower your sales development representatives to create a lasting impression from the very beginning. This user-friendly template optimizes outbound prospecting, driving more meetings and increasing conversion rates for your sales team.

What's included?

  • BDR/SDR personalized welcome
  • Company value propositions
  • Calendly embed section
  • Contact us information

A tool packed with features

Design interactive proposals

Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.

Smart automations

Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.

Built-in e-sign functionality

Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.

Real-time proposal analytics

Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.

Embed dynamic quotes & interactive pricing

Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.

Get Paid Instantly with QwilrPay

Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.

Frequently asked questions

When creating a meeting booking page, there are a few key elements you'll want to include. These include:

  • Purpose of the meeting: Clearly state the purpose of the meeting so potential clients understand what they can expect.
  • Meeting time and location: Provide potential clients with all the details they need to plan for the meeting, including the date, time, and location.
  • Attendees: Outline who will be attending the meeting so clients know who to expect and can plan their questions and conversation topics accordingly.
  • Contact information: Provide a direct point of contact for potential clients to reach out to with any questions or concerns.

There are a few things to keep in mind when creating an effective meeting booking page:

  1. You'll want to ensure your meeting booking page is visually appealing and easy to read. Use clear language and concise descriptions to avoid confusion.
  2. Tailor the page to your target audience by using relevant, industry-specific language and personalizing your messaging.
  3. Track and analyze your results over time to identify what's working and what's not.

While there's no one-size-fits-all approach to booking meetings, there are a few tactics that tend to be effective. These include:

  • Personalization: Tailor your messaging to the specific recipient, referencing their company or recent news articles they've been featured in.
  • Email subject line optimization: Use a catchy, attention-grabbing subject line to increase the likelihood of your email being opened.
  • Social media outreach: Use LinkedIn and other platforms to connect with potential clients and build a relationship with them before pitching a meeting.
  • Multichannel outreach: Don't rely solely on email or social media. Mix up your outreach methods to increase your chances of success.