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Appointment Setting Process

1 lesson
1 quiz
29 students

The team has introduced an exciting new feature aimed at enhancing our meeting management and booking efficiency, and subsequently, our overall outcomes. This innovative feature has been expertly presented by Anna, and I will provide an overview of its significance and functionality.

The primary focus of this feature is to regulate the number of responses in a shared list, allowing us to better control and optimize our meeting scheduling process. To use this feature, one needs to access the shared list, where a new selection setting option is now available.

Within the selection settings, users have three main choices:

System Default: This option links the response rate requirement to the specific event. Organizers can set response targets as per their needs, whether that’s 20%, 50%, or any other figure, depending on the nature of the event.

Override with a Specific Number: Users can bypass the system default and select a precise number, ranging from 1 to the total number of companies in the list. This provides greater flexibility, allowing organizers to tailor the response requirement to the unique circumstances of each event.

Percentages: Alternatively, users can opt for a percentage response requirement, selecting any figure between 10% and 90%. This option accommodates different scenarios and objectives.

Anna pointed out that when shortlisting companies within the shared list, it’s crucial to consider whether you’re utilizing automated processes or manual selection. Automated processes can leverage the “”shortlist”” feature, while manual selections may not have this option.

Once the selections are made and the list is shared, the feature becomes evident to the user. A message or indicator highlights the minimum response requirement, clearly instructing them to select at least this number. This message will be refined for user clarity in the future. As the user selects companies, the system keeps track of the count. Once the minimum number is reached, the “”Submit”” button becomes active, allowing the user to proceed. Additional informative messages guide the user throughout the process, ensuring a smooth experience.

The significance of this feature is clear. It directly addresses a common issue – under selection. Often, when a long list is shared, individuals might select a minimal number of companies due to time constraints or other reasons. However, this feature is designed to stress the importance of selection. The message is clear: the list is carefully curated based on their criteria, and they must take the time to select a sufficient number.

In Anna’s words, it is recommended that users select a minimum of 50% to 60% of the companies in the list, especially when the list is relatively small. The percentage or number selected depends on the total number of companies and the expected number of meetings. For larger lists, this percentage can be reduced. The feature’s flexibility caters to the needs of each unique scenario.

In summary, this new feature empowers us to improve the quality of meetings by ensuring participants select a sufficient number of companies from the shared list. By tailoring response requirements to the specific event and the number of companies shared, we can optimize our outcomes and make the most of our meeting management system. Thank you to the team for this valuable addition to our tools.

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Alaa Ismail is a serial entrepreneur, strategist, startup mentor, pitch competition judge and advisor with more than 16 years of experience in the trade and exhibition industry. The crux of his entrepreneurial career has been in the trade industry, most notably, founding and running AladdinB2B, an online platform that is transforming the global B2B trade industry with online, hybrid, and in-person solutions.

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