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Book a Meeting from a Hot Lead

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Category Calendar Difficulty Intermediate Version 1.0.0 Credits availability checks are free; booking creates a real calendar event and sending a reply messages a real person - both require explicit approval Required MCP tools g8_appointments_get_availabilityg8_appointments_create_bookingg8_get_contact_detailg8_send_reply

The moment a lead says “sure, let’s talk” is the highest-leverage moment in outbound. This skill closes it: pull real availability, book the meeting directly when the lead’s intent is explicit, or reply with 2-3 concrete times when it is not.

When to use

  • A reply says “happy to chat” / “send me times” / “how about next week?”
  • “Book a call with <contact>”
  • Tier A signal accounts from prioritize-hot-accounts-from-signals with a known champion

Prerequisites

  • graph8 appointments configured (an event type / schedule exists for the user).
  • The lead’s email (enrich first via enrich-stale-contacts if missing).
  • Activate missing tools: g8_tool_search("appointments"), or call via g8_execute.

Steps

  1. Get the context. g8_get_contact_detail for the lead: name, company, timezone if known, and the thread that triggered this. Never book someone into the wrong timezone.
  2. Pull real availability. g8_appointments_get_availability for the user’s relevant event type over the next 5-7 business days. Use actual open slots; never invent times.
  3. Branch on intent clarity.
    • Lead proposed a time or said “book me”: confirm the slot exists in availability, then show the user: contact, date/time (in the lead’s timezone), event type, and ask to proceed.
    • Lead was open but vague: draft a reply with 2-3 specific slots (spread across days/times) via the thread, using g8_send_reply after the user approves the draft. Include the scheduling link if the org prefers self-serve booking.
  4. The booking gate (hard rule). g8_appointments_create_booking creates a real calendar event and emails the invitee. Book only after explicit user approval of the exact slot and attendee.
  5. Confirm both directions. Report the booked slot, and if the booking flow does not auto-notify, send a short confirmation reply in the thread (“Booked Tue 2pm ET, invite on its way”).
  6. Set the safety net. Offer a g8_create_task reminder to prep for the meeting (use call-review-and-followup after it happens).

Example prompts

  • “Jane replied ‘sure, next week works’ - get something on the calendar.”
  • “Book a demo with the Acme CTO, afternoons only.”
  • “Send the TechCorp lead three times for a 30-minute intro.”

Troubleshooting

  • No availability configured: stop and tell the user to set up an event type/schedule in graph8 appointments first.
  • Timezone unknown: infer from company location, say the assumption out loud in the proposed times, and format times in the lead’s zone.
  • Tool not visible: g8_tool_search("appointments") then retry.

Install this skill

Add the graph8 skill marketplace once, then install book-meeting-from-hot-lead from the /plugin menu:

Terminal window
claude plugin marketplace add graph8-com/skill-library

Or install manually by saving the skill file into your project:

Terminal window
mkdir -p .claude/skills/book-meeting-from-hot-lead
curl -o .claude/skills/book-meeting-from-hot-lead/SKILL.md https://raw.githubusercontent.com/graph8-com/skill-library/v0.1.0/skills/book-meeting-from-hot-lead/SKILL.md

Connected over the graph8 MCP instead? No install needed — run g8_tool_search("library") and the same playbooks surface as callable tools.