Stage 1

Mark the meeting booked and the sequence stops

One button on the Desk sends your reply, stops every automated touch at the account and counts the meeting. How Meeting booked works in Stage 1.

Kevin French
· 3 min read

A buyer says yes, and the follow-up your sequence scheduled last week goes out anyway. Now the person who agreed to meet gets a note asking if they saw your last message. Stage 1 closes that gap with one button.

The yes lands on the Desk

Every reply to your outreach lands on the Desk with your next move already drafted. Stage 1 reads the reply and labels it. Interested replies sort to the top.

For an interested reply, the draft proposes two times on the next two business days. If your Brain holds a proof point, the draft can name one. It stays short, under 60 words when Claude writes it.

Good to hear, Dana. Would Tuesday at 10 or Wednesday at 2 work for 25 minutes? I'll bring how two teams your size made the same move.

You read it, change what you want, and choose how to send it.

Two buttons, one choice

An interested reply gets two buttons. Send and mark meeting booked, or Send only.

Send only sends your reply and leaves the account where it is. Use it when the buyer wants to talk but hasn't picked a time yet.

Send and mark meeting booked does three things at once. It sends your reply from your own LinkedIn or email, on the channel the buyer used. It moves the account to meeting. And it stops every scheduled touch for every person at that account.

That last part matters more than it sounds. Any reply already stops the sequence to the person who wrote back. A booked meeting goes further. The champion you planned to reach next week, the technical lead waiting behind them, the email step queued for Thursday. All of it is skipped, and each skipped touch is marked meeting booked.

It counts the meeting

A booked meeting shows up under Meetings in the strip across the top of the app, and in Insights as meetings per 100 people contacted. That's the number Stage 1 cares about. Replies are a step. Meetings are the point.

Then it asks one more question. Insights lists your booked meetings under Did these meetings happen? Each one gets three buttons. Held. Held, became an opportunity. Didn't happen.

One click each, and Stage 1 learns from meetings held and opportunities, not just bookings. A booking nobody shows up to is not a win, and this is how Stage 1 tells them apart. For why the gap matters, read meetings booked versus meetings held.

Where you'll find it

Open the Desk and pick an interested reply. The two buttons sit under your drafted answer, next to Close without replying. Other labels get a single Send reply button, with a draft built for that label. A referral asks for the intro. A not now names a month to come back.

An interested reply emails everyone on the workspace with the buyer's words and a link to the Desk, so the yes doesn't sit unread.

Why this matters for a services sale

Services deals start with a first meeting between people who'll have to trust each other for a year or more. The worst way to open that relationship is with a robot that didn't notice they said yes.

The second worst is a slow answer. A buyer who replies interested is warm for a day or two. Every hour you spend hunting for your calendar is an hour they spend on something else. A drafted reply with two times in it gets the answer out fast, and replying within the hour is where most of the edge is.

And the count keeps you honest. A seller who books three meetings a month from 200 people contacted knows something real about their accounts and their message. Most teams don't know that number. Stage 1 keeps it for you, one click at a time. For the rest of what happens after a reply, see replies are where meetings are lost.

One click sends the yes, stops the sequence and counts the meeting. The calendar invite is still yours to send.

See which of your accounts are moving.

Stage 1 reads your site, finds accounts that fit and checks their filings and news. Your first Board in about two minutes. Free for 14 days, no credit card.