The person you need, in the call. Not in ten minutes.
Type @ their name mid-call. They get pinged in Slack, Teams or Google Chat with the join link and the last minute of the conversation — so they arrive knowing what was just asked.
“Let me grab someone” is where deals go to die.
Your prospect asks the security question. You don't know the answer. Instead of promising to follow up, you type @ and their name — and the engineer joins with the last sixty seconds already read.
- Join link included, so it's one click and they're in.
- Context, not a transcript — the last minute, as short lines.
- They get the same brief you have, not a forwarded thread.
Join and cover the Okta SSO question
One channel for “you're on in five”. One for “this is yours now”.
Bookedt sets up two channels in whichever chat tool your team already lives in — and names them the same in all three, so nobody has to learn where things are.
- Bookedt Pre Briefs — the brief lands five minutes before the call starts.
- Bookedt Handoff Briefs — when a deal changes hands, the whole memory goes with it.
- A live @ is a direct ping, never a channel post. Interrupting is the point.
Handing over a deal shouldn't mean writing an essay.
The notes you'd have typed for whoever's next are already written. Where the deal stands, what was promised, who decides, what's still open — and the calendar invite goes to them too, so they're actually on the next call.
- Assembled from the deal, not from your memory at 6pm.
- Marked done when they've handled it, so you know.
- Withdraw it and the calendar invite comes back too.
- →Send the security questionnaire
- →Confirm the Sept 1 pilot start
Nobody should join a call cold.
Connect Slack, Teams or Google Chat in a minute. The first brief lands on your next meeting.