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How to book meetings with leads

How do you go from an identified company (lead) to selecting the right contact and booking a meeting?

Leon avatar
Written by Leon
Updated over 2 months ago

This article will help you book more meetings with leads. This is done through selecting the right prospects to contact in combination with using visit information to make messaging relevant and personalised.

If you haven't already, we highly recommend following the critical set up checklist to make sure you aren't missing any great leads or features.

Before We Begin 📚

Ensure you've already completed the following:

Who Is This Suited For?

  • Sales Managers

  • Account Executives

  • Sales Development Representatives

  • Sales Enablement Teams

  • Marketing Leaders

  • Anyone responsible for distributing leads


What Will This Do?

Without properly setting up your Snitcher account, you might miss out on your most valuable leads. The goal is to filter and identify your Ideal Customer Profile (ICP) and high-intent leads, helping you focus on those who are most likely to convert.

Setting this up correctly will save you time, prioritize high-quality leads, and increase your chances of successfully booking meetings and drive better engagement with your prospects.


Step 1: Analyze High-Intent Leads

Begin by navigating to the high-intent leads section in your Snitcher dashboard. These leads have shown significant interest in your product or service and are the best ones to target first.

For example, if a lead visits your website after clicking on an ad or through a specific UTM (tracking link), this is considered a high-intent action. Whatever content led them to visit the site clearly resonated with them. By using similar messaging in your follow-up emails, you increase the chances of them taking another action, like responding to your email instead of just visiting the website.

💡 Tip: High-intent leads are identified through behavioural filters, such as visiting high-value pages (e.g., product, pricing, or landing pages), spending considerable time on your site, or returning multiple times.


Step 2: Identify Qualified Leads

Focus on the lead’s activity on your site rather than just their company location. Look at the specific pages they’ve visited and the time spent on each to gauge their interest.

👉 Example: A lead who spends time on the "Snitcher for Google Analytics" page is likely a marketing person.

👉 Avoid: Leads that don’t match your ideal buyer persona, like agencies spending excessive time on your pricing page.

Topics / pages

Sales

Marketing

Page Views

snitcher.com/solutions/sales

snitcher.com/solutions/marketing

Persona

Sales Manager, VP Sales, CRO

Marketing Manager, Demand Generation Manager, CMO

You might find certain content or topics have multiple persona types, that's okay.

By looking at the full visitor journey, you can make an accurate assessment of the visitors top interests using the time they spend on each page.

Look through a few visits while applying the persona table and decide which personas are most likely to have made the visits.

In the example below 👇

The visitor looked at sales and marketing content but they spent more time looking at purely sales based content, so it's safe to assume that they are likely a sales manager.


Step 3: Start By Location

👉 Review Visitor Location

Check where the visitor is located and compare it to the company’s main location. Different locations could indicate different stakeholders.

👉 Identify Multiple Stakeholders

If different locations are involved or the visitor has browsed across various departments, this could mean multiple stakeholders from the same company are visiting your site.


Step 4: Find the Right Contact to Reach Out To

Finding the right contact ensures your message reaches the person who has the authority and interest to respond, increasing the likelihood of booking a meeting. You can search for the right contact by going to Snitcher’s "People" Tab.

Here, you can filter contacts by matching the location of the website visit with the location of the contact.

🚨 Keep in mind that the location data might not always be exact.

For example, a person's LinkedIn location might differ from the IP location of their visit, as they may live in one city but work in another.

Additionally, IP addresses are typically accurate within a 30km range.

To improve accuracy, it's best to match the contact’s location by country or state, rather than focusing on a specific city. Then, filter by job role (such as sales leaders or marketing heads) to find the most relevant contacts.


Step 5: Reveal Contacts and Start Outreach

When you’ve found a promising contact, click the “Reveal” button to access their details. This will allow you to see their email address and other relevant information.

💡 Tip: If you're using platforms like HubSpot, Lemlist, or Smartlead, you can reveal multiple email addresses for selected contacts at once.

Then, you can send the company details directly to your CRM and add the revealed contacts to the appropriate company profile for seamless management.


Step 6: Crafting a quality Outreach Message

Personalized messages resonate better with people, showing that you understand their needs and increasing the chances of securing a meeting.

👉 Understanding Visitor Interest and Intent

Study the pages they visited on your website. This helps you understand what caught their attention, what their interests are, and who the visitor is likely to be.

👉 Understand Pain Points

By examining the pages the prospect spends the most time on, you'll see a reflection to the challenges / interests they are something. Always consider the content on those web pages and how that content relates to a pain point / problem.

After you examine the specific pages they spent time on, consider the challenges the prospect might face and how your product can address those issues.

👉 Writing Relevant Messages Based on Behavior

When crafting your email, combine the insights from the two points above. Ensure the message matches their interests, and how you solve the pain they could be experiencing. For example, if they visited your sales page, focus your message on sales solutions rather than marketing topics.

Looking at the visit journey below, it's clear Google Analytics and Lead Generation are the visitors main interests given the time spent on each page in relation to other pages.

Here's an example of how you might use this information to follow up 👇

Keeping in mind that the goal is to keep the messaging aligned with what your prospect spent the most time viewing. Since Google Analytics was the main interest, it's a good idea to include this within the subject line.

Subject line: Blind spot in Google Analytics

Hi Mary,

I know it can be a struggle generating more high quality leads without significantly increasing budget spend due to the poor insights in Google Analytics.

While it's great for B2C, the platform doesn't provide any information on the quality of B2B visitors. This often leads to costly mistakes by making it difficult to understand which campaigns and channels actually drive customers.

For instance, I see Acme runs ads on LinkedIn, Google and Facebook.

I can imagine a deeper understanding of each channels performance in driving ideal visitors relative to budget spend will improve your ability to convert more ideal visitors without increasing budget.

Are you open to a 30 min call discussing how Snitcher solves this problem and will also generate leads from ideal visitors that don't fill out a form?

Best,

Leon


Don't forget to hit the phones and feel free to drop us a message when you book meetings, we really enjoy hearing your success stories 🤓

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