Scheduling a Partner-Assisted Meeting

The Schedule Meeting function lets you invite your partner to get involved in sales meetings right from the platform.

Involving your partner in sales meetings brings fresh insights and expertise to the table, making your pitch stronger and more tailored to the client's needs. Their involvement can boost credibility and open up new opportunities, fostering a collaborative environment that helps close deals more successfully.

To schedule a meeting on Expando AI™, follow these steps:

• On the left sidebar, click Inbound Referrals or Messages

• Find the lead you want to make a deal out of and click on it

• Click Schedule Meeting

You will then find a pop-up with the following inputs:

• Meeting details

• Participation fee, to incentivize your partners to join the meeting with the lead.

Upon confirming, you will find your meeting under Meetings at Messages or Inbound Referrals.