Abandoned Form - Calendar Booking

A prospect initiates communication — maybe they fill out a form or request a demo — but you can’t get a hold of them. Send an engaging messaging with a calendar invite to this inbound lead. New technology makes it possible to book a meeting on their calendar. This is a last-ditch effort to make a connection, and it's a little risky to schedule a meeting without a qualified call first. But getting a meeting on the calendar is worthwhile. There's a good chance the prospect will take the meeting. Even if they accept the invitation by accident and want to renegotiate, they might offer you something to get out of it.

<play> **PLAY NAME** Abandoned Form - Calendar Booking --- **🔁 Triggers** - Identified visitor engages in a website form or chat but does not convert --- **⚡️ Actions** - Wait for a given period of time - Send Calendar Invite to contact who abandoned form --- **✅ Goal / Problem to Solve** 🗓 Lead to Meeting --- **➡️ Channels** ✉️ Email, 💬 Text, 📞 Phone, 🖥 Chat --- **✏️ Summary** A prospect initiates communication — maybe they fill out a form or request a demo — but you can’t get a hold of them. Send an engaging messaging with a calendar invite to this inbound lead. New technology makes it possible to book a meeting on their calendar. This is a last-ditch effort to make a connection, and it's a little risky to schedule a meeting without a qualified call first. But getting a meeting on the calendar is worthwhile. There's a good chance the prospect will take the meeting. Even if they accept the invitation by accident and want to renegotiate, they might offer you something to get out of it.  --- **✏️ Default Natural Language** When a company abandons a chat then wait **a period of time** then Send a calendar invite from **select user** --- **Explainer-Video-Script** Are you leaving abandoned form fill leads on the table? Not anymore with our Calendar Booking - Abandoned Form play! When someone starts filling out your form and abandons halfway through, don’t fret! If you were able to use FormComplete to fill in the rest of their contact details or they were already an identified customer, then send them a calendar invite for a meeting. Write an engaging message, calling out that their form submission was unsuccessful and offering to help answer any questions they have. This novel play is a sure-fire way you can book more meetings. --- **🏷Features)** Webform Tracking & Enrichment, Calendar --- **🏷️ZoomInfo Data Types)** FormComplete, Contact Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟢 - Easy --- **🧪Standard Operating Procedure (SOP)** ## 1. Monitor Form and Chat Interactions - Set up tracking for website forms and chat engagements - Configure system to identify abandoned interactions ## 2. Define Abandonment Criteria - Establish parameters for what constitutes an abandoned form or chat - Set wait period before triggering follow-up (e.g., 10 days) ## 3. Contact Data Enrichment - Use FormComplete or existing customer data to fill in missing contact details - Ensure necessary information is available for follow-up ## 4. Calendar Invite Preparation - Create template for calendar invite message - Customize message to reference abandoned form/chat and offer assistance ## 5. Automated Calendar Booking - Configure system to automatically send calendar invites after wait period - Assign appropriate sales team member as the meeting host ## 6. Multi-Channel Follow-Up - Set up automated email to accompany calendar invite - Prepare SMS or phone call scripts for additional touchpoints ## 7. Response Handling - Establish process for managing accepted, declined, or rescheduled invites - Create protocol for handling accidental acceptances ## 8. Meeting Preparation - Develop standardized agenda for these recovery meetings - Prepare sales team with context of the abandoned interaction ## 9. Performance Tracking - Monitor success rates of calendar invites and subsequent meetings - Analyze conversion rates from this recovery method ## 10. Continuous Refinement - Regularly review and adjust wait periods and message content - Optimize strategy based on performance data and feedback --- **🪙 RAG Inputs Used (Broad)** Form Details, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, FormType, ProposedDate, ProposedTime, CalendarLink, RelevantTopic, Company.Industry, ContentLibrary.Resource, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VAF * IR * ER * CR / 10^6) * ADS --- **🟨 Yield Key Drivers** Identification Rate (IR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Volume of Abandoned Forms (VAF) --- **🟨 Yield Driver Definitions** Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Volume of Abandoned Forms (VAF) This metric represents the total number of forms that were started but not completed. It serves as an indicator of the potential lead volume that can be recovered and nurtured. --- </play>