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:
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If you are the opportunity owner for the deal, even if you're not the meeting host
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It's your first meeting with the prospect and you haven't owned an opportunity in the account in the past 12 months
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At 6 am the day before the meeting
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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.