The goal of this tutorial is to show you how to create Meeting Plans
Role(s)
- Admin
- Editor
- Team Lead
How To Create Meeting Plans
- Select Library from the Toolbar
- Click the Meeting Plans tab
- Select the + Meeting Plan icon
- Enter a Meeting Plan Label then click Add
- Create a script
- Use the Editor Toolbar to customize text, font, and insert hyperlinks
- Add Variables to insert personalized content listed in the prospect’s profile
- Select Settings from the Toolbar on the right and toggle Set Active to make the Meeting Plan live
- Click the Publish icon to save all changes
- The Publish icon will change from gray to green after content has been added to the Meeting Plan

- Select Settings from the Toolbar on the right to:
- Assign the Meeting Plan to an existing Playbook
- An Update window will generate confirming the Meeting Plan has been assigned to a Playbook
- Click a Playbook tile to easily disconnect the Meeting Plan from that workflow
- Assign the Meeting Plan to an existing Playbook
