Deploying your product with a new client is always like a first time. It's like the first time you visit a new place, go on a first date, or it reminds you of that initial experience where you arrived at something unknown and didn't know what to expect or how to react.
When deploying or using a new product, the same thing happens. Both the product and you have to prove their value, benefits, and highlight why you were the perfect match for each other. At Meetzy, we fully understand this feeling, which is why we strive to make every deployment with our new clients a smooth and hassle-free experience.
Just follow the steps below and in no time you'll be good to go. Are you excited? We sure are! Let's jump right in!
1. To create your first Meetzy, simply click on the "Create a Meetzy" button. This will take you to a page where you can set up your meeting details, including the date, time, and duration.
- Don't worry if you're new to Meetzy - our platform is designed to be intuitive and user-friendly. With just a few clicks, you'll have your meeting set up and ready to go.
2. Click that "Create a Meetzy" button, and let's launch your first meeting together. You're going to love the results Meetzy can deliver for your sales process.
3. Now it's time to choose a form to get started. Meetzy's intelligent routing system automatically recognizes different forms from your website, making it easy for you to connect with potential leads.
- Simply select the form you want to use from the list provided, and Meetzy will take care of the rest. With our AI-powered sales tool, you can respond to leads in seconds, giving you a real competitive edge in your industry.
- Next, let's add the set of rules that Meetzy will use to route your leads. This is where you can specify the criteria that Meetzy will use to determine which team member or department should receive each lead.
- You can choose from a range of criteria such as lead source, company size, and more. Simply select the rules that are most relevant to your business, and Meetzy will do the rest.
- With our powerful routing intelligence, you can be sure that each lead is being sent to the right person at the right time, maximizing your chances of conversion.
Great job! You've now set up your Meetzy, and you're ready to start generating leads and accelerating your revenue. The last step is to publish your Meetzy and add the code to your website.
4. Click on the "Publish" button, and you'll be given a snippet of code to add to your website's ‹head› tag. It's quick and easy to do, and once you've added the code, your Meetzy will be up and running on your website.
👉 Add our script to the <head> of your landing page
<script src="https://engine.meetzy.io/meetzy.js" token="ENGINE_TOKEN"></script>
👉 Where can I find my ENGINE_TOKEN?
You can find the ENGINE_TOKEN directly in your Meetzy portal (https://app.meetzy.io/portal) as indicated in the following image:
That's it! You're now all set to use Meetzy to supercharge your CRM. If you have any questions or need further assistance, please don't hesitate to reach out to us. We're always here to help, just reach out to us at email@example.com. Thank you for choosing Meetzy and we look forward to helping you achieve your sales goals.