sales-meeting-scheduler

What this skill does

# Schedule Sales Meetings Efficiently

Help the user set up and optimize meeting scheduling for their sales workflow — from booking page creation and round-robin assignment through reminder sequences, no-show recovery, and meeting page optimization. This skill is tool-agnostic and applies to any scheduling platform (Calendly, Chili Piper, HubSpot Meetings, Cal.com, SavvyCal, Yesware).

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What's your scheduling challenge?**
   - A) Setting up booking links for the first time
   - B) Configuring round-robin or routing for a team
   - C) Reducing no-shows
   - D) Optimizing meeting page conversion
   - E) Choosing a scheduling tool
   - F) Something else

2. **What type of meetings?**
   - A) Discovery/qualification calls
   - B) Product demos
   - C) Follow-up meetings
   - D) Onboarding/kickoff calls
   - E) Mix of types

3. **Team size?**
   - A) Just me (solo seller)
   - B) Small team (2-5 reps)
   - C) Mid-size team (6-20)
   - D) Large team (20+)

4. **What scheduling tool do you use?**
   - A) Yesware Meeting Scheduler
   - B) Calendly
   - C) Chili Piper
   - D) HubSpot Meetings
   - E) Cal.com
   - F) SavvyCal
   - G) Vimcal
   - H) Reclaim.ai
   - I) Motion
   - J) None yet
   - K) Other

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

## Step 2 — Strategy and best practices

**Read `references/platform-guide.md`** for detailed module documentation, pricing, integrations, and data model.

*You no longer need the platform guide details — focus on the user's specific situation.*

## Step 3 — Actionable guidance

Based on the user's context, provide:

1. **Step-by-step setup** for their chosen tool — specific clicks and configurations
2. **Optimization recommendations** based on their challenge (no-shows, conversion, routing)
3. **Metrics to track** with targets specific to their team size and meeting type
4. **30-day improvement plan** if they're fixing an existing problem

### Setup checklist (universal)

- [ ] Create event types for each meeting type (discovery, demo, follow-up)
- [ ] Set working hours and buffer times
- [ ] Configure calendar sync (Google Calendar or Outlook)
- [ ] Set up video conferencing integration (Zoom, Google Meet, or Teams)
- [ ] Create reminder sequence (24hr + 1hr before)
- [ ] Design booking page (title, description, branding, minimal form fields)
- [ ] Connect to CRM (Salesforce or HubSpot)
- [ ] Set up round-robin routing (if team)
- [ ] Test the full flow — book a test meeting as if you were a prospect
- [ ] Share booking links in email signatures, cadences, and website

## Gotchas

- **Don't skip reminder sequences.** No-show rates jump from 10% to 30%+ without reminders. Always set up at least a 24hr and 1hr reminder. This is the single highest-ROI scheduling optimization.
- **Don't use long booking pages.** Every extra field reduces conversion. Minimum: name, email. Everything else is optional or can be pulled from enrichment post-booking. Three qualifying questions is the absolute max.
- **Don't ignore timezone display.** If the booking page shows times in YOUR timezone instead of the booker's, you'll get mis-booked meetings and confused prospects. Always verify timezone auto-detection is working.
- **Don't set up round-robin without weighting.** Equal distribution sounds fair but ignores capacity. A rep with 30 meetings this week shouldn't get the same allocation as one with 10. Weight by current load or quota attainment.
- **Don't forget CRM integration.** Every booked meeting should auto-create/update a CRM record. Manual logging means meetings fall through the cracks, pipeline data is inaccurate, and managers can't report on meeting volume.

- **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date.

## Before recommending a specific platform skill

This skill covers a strategy domain across many platforms. **Before pointing the user to any specific platform skill** (any `/sales-{platform}` listed in `## Related skills`, e.g., `/sales-mailshake`, `/sales-klaviyo`, `/sales-apollo`), read that platform skill's actual `SKILL.md` first. The 1-line description in `## Related skills` is enough to *identify* a candidate — it's not enough to *commit* to it or to write a prompt that invokes it well.

**How to read it:**
- If `~/.claude/skills/{skill-name}/SKILL.md` exists locally, `Read` it.
- For `sales-*` skills, `WebFetch` directly from this repo: `https://raw.githubusercontent.com/sales-skills/sales/main/skills/{skill-name}/SKILL.md` — e.g., for `sales-mailshake`: `https://raw.githubusercontent.com/sales-skills/sales/main/skills/sales-mailshake/SKILL.md`.
- For non-`sales-*` skills (third-party), look up `{org}/{repo}` in `~/.claude/skills/sales-do/references/skill-sources.md` if installed and fetch the same `skills/{skill-name}/SKILL.md` path under that repo.

**After reading,** ground your recommendation in something concrete from the SKILL.md (its scope, a sub-flow, its `argument-hint` shape, or a "Do NOT use for..." negative trigger). Align any generated invocation with the platform skill's `argument-hint`. If the platform skill turns out not to fit the user's situation, swap to another or handle the question here directly rather than recommending a poor fit.

## Related skills

- `/sales-calcom` — Cal.com platform help (open-source scheduling with full API, webhooks, self-hosting, embeddable atoms)
- `/sales-qualified` — Qualified platform help (Piper Meetings instant booking from chat)
- `/sales-yesware` — Yesware platform help including Meeting Scheduler setup
- `/sales-cadence` — Design outbound cadences that drive meeting bookings
- `/sales-lead-routing` — Lead routing rules (complementary to meeting round-robin)
- `/sales-integration` — Connect scheduling tools to CRM and other sales tools
- `/sales-mixmax` — Mixmax platform help (for Mixmax-specific setup)
- `/sales-lindy` — Lindy platform help (AI agent builder with natural language scheduling via iMessage/Slack)
- `/sales-vimcal` — Vimcal platform help (keyboard-first calendar with drag-to-share availability and time zone management)
- `/sales-savvycal` — SavvyCal platform help (personalized scheduling with calendar overlay, ranked availability, API, webhooks, embeds)
- `/sales-reclaim` — Reclaim.ai platform help (AI task scheduling, focus time, habits, scheduling links with webhook support)
- `/sales-motion` — Motion platform help (AI calendar with aggressive task auto-scheduling, project management, meeting notes)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill.

## Examples

### Example 1: Solo seller setting up Calendly for discovery calls
**User says**: "I'm a solo AE and need to set up Calendly for booking discovery calls with inbound leads."
**Skill does**:
1. Recommends Calendly Standard plan for a solo seller
2. Walks through creating a 30-min discovery call event type with proper title, description, and branding
3. Configures availability — working hours, 15-min buffer, 4-hour minimum notice, 2-week rolling window
4. Sets up Zoom integration for auto-generated meeting links
5. Creates a reminder workflow (24hr email + 1hr email) to reduce no-shows
6. Connects to CRM and adds booking link to email signature
**Result**: Fully configured Calendly with booking page, reminders, calendar sync, and CRM integration — ready to share with prospects

### Example 2: Team configuring round-robin with Chili Piper for inbound demos
**User says**: "We have 8 AEs and need to route inbound demo requests from our website form to the right rep."
**S