THE PROCESS

Our Workflow to Help Your Sales Grow

Seven easy steps to onboarding with Bookd. Get ready to grow.

1️⃣ Package Selection

Choose the package that best suits your company’s requirements and execute Statement of Work. Billing does not begin until final playbook approval.

2️⃣ Kickoff Call

Complete assignments within Bookd welcome packet and attend kickoff call. This is where we get to know your business in depth.

3️⃣ Playbook Preparation

This is where Bookd compiles a thorough outbound playbook on your behalf. This is pretty collaborative to ensure alignment.

4️⃣ Domain Preparation

In parallel to other activities, our operations team conducts various email tests and setup activities to maximize deliverability.

5️⃣ Playbook Review & Approval

Review final sales playbook over a web conference and offer feedback.

6️⃣ Campaign Launch

Multichannel campaign is launched following payment confirmation.

7️⃣ Pipeline Galore!

You can expect to receive your first meeting within the first 1-2 weeks after launch.

More Meetings, On Demand.

Simplify the path to exponential growth with Bookd.