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Engage Leads Before and After the Meeting

Engage Leads Before and After the Meeting

Engage Leads Before and After the Meeting

Booking a meeting is just the beginning. With Knock, the conversation doesn’t stop at the calendar invite, it continues before and after the meeting to improve show-up rates, build trust, and accelerate pipeline.

This guide explains how Knock keeps leads engaged around the meeting, not just during it.

Why Pre- and Post-Meeting Engagement Matters

Traditional scheduling tools treat meetings like isolated events. But in modern B2B sales, momentum is everything—and gaps in communication can slow down or kill deals.

Knock helps you:

  • Increase meeting show-up rates
  • Build rapport before the call
  • Keep the conversation going after the meeting
  • Shorten sales cycles by removing delays between steps

Before the Meeting: Keep the Lead Warm

Once a lead books a time through a Knock Scheduling Link, they’re instantly prompted to start chatting.

Here’s how Knock helps you engage before the meeting:

  • Confirmation modal encourages the lead to start a conversation right away with the meeting owner
  • Email invite includes buttons to message your team directly (LinkedIn, WhatsApp, or Web Messenger)
  • Calendar description contains a messaging link, so the lead can reach out anytime before the call
  • 15-minute reminder is sent through their messaging app, not just email
  • Reps can send pre-meeting notes, links, or context directly from Slack in the same conversation

This keeps the conversation warm and builds familiarity, making no-shows less likely and first calls more productive.

After the Meeting: Keep the Conversation Going

Instead of a cold handoff or ghosting risk, Knock keeps the thread alive after the call ends.

Here’s what happens:

  • The conversation stays open in the same messaging app the lead used
  • Reps can send follow-up notes, links, or meeting recaps directly in Slack
  • Leads don’t have to search emails, they simply reply in the same chat
  • If they re-engage days or weeks later, the conversation picks up where it left off
  • All post-meeting activity stays synced with your CRM, including:
    • Knock: Meeting Booked
    • Knock: Rep Owner
    • Knock: Response Time
    • and any follow-up messages

Best Practices for Pre- and Post-Meeting Engagement

Make the most of Knock’s messaging-first flow by keeping leads engaged around the meeting—not just during it.

Before the Meeting

  • Start discovery early. Use Knock messaging to ask the lead about their goals or pain points before the call. This creates context and helps you personalize the conversation.

    • → The full message history is visible in Slack and your CRM, so any rep joining the meeting is fully informed.

  • Send a message a few hours before the meeting. Ask if the lead wants to:
    • Add additional team members
    • Share topics they want to cover
    • Align on an agenda

      • → Building a connection before the meeting can reduce no-shows by up to 96%.

After the Meeting

  • Share the meeting recording and next steps. Use Knock to send follow-up messages, recap action items, and link to any shared materials—all within the same Slack conversation.
  • Need another meeting? You or the lead can book the next call directly from Slack using Knock’s scheduling link—no need to switch tools or start over.