Completed Meeting, No Opportunity .

⏩ MEETING TO OPPORTUNITYIntermediate

Sometimes you make a great connection and run an engaging demo, but the prospect isn’t ready to move forward. Maybe they need more time, or more budget, or want to look at other vendors before committing.  

It may be a missed opportunity, but it’s not a closed one. Run this play to keep the lead warm until they are able to complete the purchase. 

To run the Completed Meeting, No Opportunity play, identify your point of contact and anyone else you met and enroll them in a nurture campaign with softer, informative calls to action. Sharing content is a great way to stay top of mind with prospects until the time is right.

Triggers

  • A meeting is conducted with a point of contact at an account, but no opportunity is created in your CRM. 

Actions

  • Send records to your CRM
  • Assign to Account Owner
  • Enroll point of contact who completed the meeting in a soft, educational content campaign

GPT Email Example

Company:

Persona:

Subject: Insights for Enterprise Success

Dear Dan,

After our recent demo, I remember our discussion about Airtable’s focus on selling larger enterprise deals. Although you weren’t ready to move forward with ZoomInfo, I wanted to share some educational content that highlights how ZoomInfo has helped similar companies like Airtable succeed in the enterprise market.

I’m curious to know, based on your experience, what do you think are the most important factors for winning enterprise deals?

Looking forward to hearing your valuable insights!

Best regards,

Stefano

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