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Meeting outcomes & the follow-up playbook

Mark a meeting qualified / not-a-fit / no-show / reschedule in one click and the matching follow-up fires automatically.

<p>After every meeting, OCCS emails the host a "how did it go?" prompt with four one-click buttons. Each fires the right follow-up automatically.</p> <h2>The four outcomes - <strong>Showed — qualified</strong> → advances the contact in your pipeline, flags an opportunity (when there's an account), and starts your proposal cadence. - <strong>Showed — not a fit</strong> → a graceful nurture sequence keeps them warm without pressure. - <strong>No-show</strong> → a recovery sequence nudges them to grab a new time. - <strong>Reschedule</strong> → emails the guest their self-serve reschedule link (you never open a slot picker).</h2> <h2>Deploy the follow-up playbook On a meeting type's edit page, click <strong>Deploy follow-up playbook</strong> — OCCS writes all four sequences in your brand voice as drafts, scoped to that meeting type. Preview them, then <strong>Activate all</strong>. A status strip shows which outcomes are automated.</h2> <p>Each meeting type can have its own playbook, so a demo and a discovery call can follow up differently.</p>