Workflow · Meeting booking

Turn Replies Into Booked Meetings With Your Own Calendar.

RevFirst gets the positive reply into your inbox. Booking the meeting is up to you, with the calendar link or tool you already use. Here's how to do it well.

Use your main marketing site. You'll review everything before anything is sent.

Activity

What happened today

Replied  Dana Whitfield · Northwind Freight10:42

Sent  Step 2 · 28 contacts09:15

Sequence stopped  Reply received · Harbor Health08:51

Sent  Step 1 · 30 contacts08:02

How Do Meetings Get Booked From RevFirst Campaigns?

You book them yourself, from your inbox. RevFirst doesn't connect to your calendar today: when a prospect replies, the email arrives in your mailbox and their sequence stops, and you answer with your own booking link or a few suggested times.

The workflow

From "Sounds Interesting" to a Date in the Diary.

  1. 01

    Answer quickly

    Interest cools fast. Aim to reply the same business day.

  2. 02

    Make it easy to say yes

    Offer your calendar link, or two or three specific times in their time zone.

  3. 03

    Keep the reply short

    Confirm what you'll cover and how long it takes. Save the pitch for the meeting.

  4. 04

    Log it

    Add the meeting to your CRM or tracker with the RevFirst cohort it came from.

Common replies

What to Send Back to Each Kind of Reply.

You'll read and sort replies yourself. These are the four you'll see most.

"Yes, let's talk"

Send your link or times in the first line. Nothing else is needed.

"Tell me more first"

Answer the question in two or three sentences, then suggest a short call.

"Talk to my colleague"

Thank them, contact the colleague and mention who pointed you there.

"Not right now"

Ask when to check back, note it, and leave the door open.

Who Does What.

StepRevFirstYou
Reaching the right personPrepares leads and sends approved emailsApproves the campaign
When they replyStops their sequence; reply lands in your inboxReads and answers it
Booking the meetingNot involvedShares your calendar link or times
Tracking meetingsNot tracked in RevFirst todayLogs meetings in your CRM or tracker

A Reply You Can Adapt.

"Thanks, Priya. Happy to walk you through how other multi-site clinics handle this in 20 minutes. Here's my calendar if one of these slots works, or send me two times that suit you and I'll fit around them."

Short, specific and easy to act on. Swap in the cohort's problem and your own link.

No Calendar Integration Is Claimed.

RevFirst doesn't currently connect to Google Calendar, Outlook Calendar or scheduling tools, and it doesn't count booked meetings for you. Any calendar link you already use works fine in your replies.

Customer story

How Xflowpay Got Senior CFOs to Take the Meeting by Sending Less

Xflowpay

15

demos booked with senior CFOs

4.33%

reply rate vs a 2% industry benchmark

$1.8M

monthly transaction volume in pipeline

“$1.8M in monthly transaction volume generated. Two deals closed at $350K MTV. RevFirst didn't hand over leads and disappear, they stayed in the deals until both closed.”
Anurag DeoAnurag Deo
Account Executive, Xflowpay
Read the Xflowpay story →

Common Questions

Does RevFirst book meetings for me?

No. Replies come to your inbox and you book the meeting yourself, usually by sharing your calendar link.

Is a qualified lead the same as a booked meeting?

No. On RevFirst plans, a qualified lead is a positive reply showing interest in continuing the conversation, such as asking for a call or more information. Turning that reply into a meeting is your step.

Can I use my existing scheduling link?

Yes. Any calendar or scheduling link you already use can go in your replies.

Can I put a calendar link in the first cold email?

Your sequence is reviewed with your strategist and approved by you. Many teams keep the first email focused on the problem and share a link once someone replies.

Does RevFirst track how many meetings I book?

Not today. RevFirst shows sends, opens and replies; record booked meetings in your CRM or tracker.

What happens to the sequence after someone replies?

It stops for that person, so they won't get another follow-up while you're arranging the meeting.

Keep Exploring

IntegrationAll integrations and workflows→ProductReply tracking→ProductCampaigns→ArticleHow to handle cold email replies→ArticleCold email follow-up sequences→RevFirstPricing→IntegrationCRM handoff workflow→Customer storyXflowpay customer story→

Free Forever plan

Get the Replies First.

Start with your website; the meetings you book come from reaching the right decision-makers.

Use your main marketing site. You'll review everything before anything is sent.