Using OverQuota pulls all scheduled sales meetings into one centralized place. This streamlines preparation and makes following the proven sales process easy.
A Step-by-Step Guide
Follow these steps to start streamlining meeting preparation.
Step 1. Use Red / Green Notifications
The red / green notifications indicate which meetings have been prepared for and which have not.
Step 2. Select a Template
Once the meeting has been selected, begin preparation by using the most relevant meeting template to create a meeting place. If a template is not available, use the builder to create a meeting plan from scratch.
Step 3. Customize the Meeting Plan
All meetings will not be the same which is why the meeting plan is completely customizable. Add additional questions, talk tracks, or pre-meeting research to best prepare.
Step 4. Mark As Done
Once the meeting plan is complete, scroll down to the bottom and mark it as done. This will turn the red indicator green.