Meeting Plans

The goal of this tutorial is to show you how to create Meeting Plans


  • Admin
  • Editor
  • Team Lead

How To Create Meeting Plans

  1. Select Library from the Toolbar
  2. Click the Meeting Plans tab
  3. Select the + Meeting Plan icon
  4. Enter a Meeting Plan Label then click Add
  5. 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
  6. Select Settings from the Toolbar on the right and toggle Set Active to make the Meeting Plan live
  7. 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 

  1. 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

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