$6.6m Seed Round led by Craft Ventures
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$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
$6.6m Seed Round led by Craft Ventures
Read more
All Workflow Templates

Meeting Handoff from SDRs to AEs

Handoff meetings from SDRs to AEs in seconds while updating and enriching your CRM

Meeting handoffs are a complex manual process for everyone involved. SDRs want to arrange more meetings for AEs and AEs want to close more deals. This workflow template helps make the handoff from SDRs to AEs easier.

SDR Booked Meeting

Imagine this: An SDR has worked hard on an account and has finally arranged in the process of booking a meeting. With Default’s workflows, SDRs can easily enter the lead's data, like email, and set up a meeting with the right AE.

Routes and Assigns

The good stuff doesn’t end there. After the meeting is booked, Default automatically updates the CRM, making sure all records are current and correct. To finish off, the meeting owner gets a Slack notification about the scheduled meeting with some helpful context on the account.

Meeting Handoff Workflow

Default allows admins to fully customize the make meeting handoff processes, giving the revenue operations complete control over the workflow from enrichment configuration to custom Slack notifications.

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Series uses Default to save 10 hours every week that was previously spent following up to inbound leads in order to schedule a demo.
“At Series, we have now consolidated multiple point solutions for our inbound funnel at half the cost. Intuitive and easy for cross-functional teams to use, we believe that qualifying and routing leads to our sales reps has saved us multiple hours each week.”

Josh S

Chief of Staff, Series

Harmonic added Default scheduling to their web forms and doubled qualified inbound meetings in the first month of using the platform
"Since implementing Default, we've seen a huge uptick in qualified inbound pipeline. Reps used to spend hours per week in meetings with unqualified leads, the ability to filter out junk emails and route leads off headcount has improved conversion substantially."

Akbar K

Growth, Harmonic

OpenPhone increased speed to lead through Default workflows that make routing logic simple, ensuring no leads fall through the cracks.
“Default has helped us at OpenPhone increase the complexity of our lead routing logic, while making it more simple to implement, diagnose and make changes.”

Mak R

Rev Ops, OpenPhone

Salesbricks uses Default forms and scheduling to save 30 hours per month that was previously used to qualify leads before a demo.
"Before using Default, we went back and forth over email with qualifying questions and long surveys before a demo. Default forms have made it incredibly simple to skip the back and forth and turn leads into demos."

Jonathan F

CEO, Salesbricks