When you're set to meet a prospect for the first time, it's important to make sure they attend the meeting. Before you've met, you don't yet have an established relationship, and there's a chance they won't feel obligated to attend the meeting.
One of the best ways you can ensure your prospect attends an intro meeting is by sending an introductory email a day before the meeting. Sending an email helps set expectations for the meeting and most importantly, creates more of a sense of obligation for them to attend.
The Intro assist helps you remember to send an intro email before your first meeting with a prospect. You'll get this assist:
If you are the opportunity owner for the deal, even if you're not the meeting host
It's your first meeting with the prospect and you haven't owned an opportunity in the account in the past 12 months
At 6 am the day before the meeting
If you've never sent an email or had a meeting with the prospect
The Intro assist will remind you to confirm your meeting with a template you can customize before sending.