Meeting Booking Template

Increase your meeting bookings with our high performing Meeting Booking Template – make it easy for customers say 'yes' to a meeting.

About this template

Elevate your sales outreach with our Outbound Meeting Booking Template. Designed to streamline the meeting scheduling process, this interactive template features an embedded calendar for effortless appointment booking.

Empower your sales development representatives to create a lasting impression from the very beginning. This user-friendly template optimizes outbound prospecting, driving more meetings and increasing conversion rates for your sales team.

What's included?

  • BDR/SDR personalized welcome
  • Company value propositions
  • Calendly embed section
  • Contact us information

About the author

John Paul Casillas, Sales Development Team Lead

John Paul Casillas|Sales Development Team Lead

John Paul leads the Sales Development team at Qwilr and is passionate about helping ambitious companies deliver exceptional sales experiences.

Acquiring meetings is a difficult and skilled task. BDR’s and SDR’s need to use any method at their disposal to grab a prospects attention and convince them their time is best spent exploring their product.

To grab a prospect’s attention, here at Qwilr we develop personalized book a meeting pages that we send to every prospect. We’re able to highlight our value, personalize the page to the prospects company and situation, and provide an easy avenue to book in a time to speak with Account Executives.

Use Qwilr’s interactive web-based selling tool to impress prospects and move your team into a modern selling approach with Qwilr’s interactive templates, built for the web.

You should use a meeting booking template whenever you need to reach out to potential clients and secure a meeting. This could be for a new sales pitch, a follow-up meeting, or a demo. Essentially, anytime you need to schedule a meeting, a meeting booking template can help simplify the process and improve your success rate.

Meeting booking templates can be particularly useful in sales or business development roles. When reaching out to potential clients, it's important to make a good first impression and quickly establish a rapport. By using a meeting booking template, you can ensure that you communicate all necessary information in a clear and concise manner, while also providing a professional and polished appearance.

Another benefit of using a meeting booking template is that it can help you stay organized. Rather than relying on a haphazard approach to scheduling meetings, a template can help you keep track of all the important details, such as the date, time, location, and agenda. This can be especially helpful when you're juggling multiple meetings and trying to avoid double-booking or missing important appointments.

Furthermore, a meeting booking template can also help you save time. Rather than spending hours crafting individual emails or phone calls to schedule meetings, a template can provide a standardized approach that can be easily customized to fit each specific situation. This can free up more time for you to focus on other important tasks, such as preparing for the meeting or following up with potential clients.

Qwilr's Meeting Booking Template is a powerful tool that can help you streamline your outbound BDR/SDR activity and achieve better results. Here are some of the key benefits of using this template:

  • Improved Visual Appeal: With its sleek and modern design, the Meeting Booking Template can help your outreach emails stand out from the crowd. By using eye-catching visuals and a professional layout, you can capture your prospect's attention and make a strong first impression.
  • Customizability: One of the great things about Qwilr's Meeting Booking Template is that it's fully customizable. You can add your own branding, change the colors and fonts, and tweak the layout to fit your specific needs and goals. This flexibility allows you to create a template that truly reflects your brand and messaging.
  • Optimized for Conversions: The Meeting Booking Template is designed to help you increase your success rate when it comes to booking meetings. By including clear and compelling calls-to-action, highlighting your value proposition, and providing all the necessary information upfront, you can make it easy for prospects to say "yes" to a meeting.

In addition to these key benefits, there are several other reasons why Qwilr's Meeting Booking Template is a great choice for outbound BDR/SDR activity. For example:

  • Time-Saving: With the Meeting Booking Template, you don't have to start from scratch every time you want to send an outreach email. Simply customize the template once, and then reuse it as many times as you need.
  • Professionalism: By using a well-designed template, you can demonstrate your professionalism and attention to detail. This can help build trust with your prospects and increase the likelihood of a positive response.
  • Scalability: The Meeting Booking Template is scalable, meaning it can be used for outreach to one prospect or many. This makes it a great choice for teams that need to reach a large number of prospects quickly and efficiently.

Using Qwilr's Meeting Booking Template is straightforward. Firstly, you'll need to sign up for Qwilr and create a new meeting booking document. Once you've done that, you can customize the template to fit your specific needs.

This might include changing the wording of the meeting request, tweaking the meeting time and location, and customizing the branding to align with your company's overall image.

Once you're happy with the document, you can send it out to potential clients and monitor its performance using Qwilr's analytics dashboard.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

When creating a meeting booking page, there are a few key elements you'll want to include. These include:

  • Purpose of the meeting: Clearly state the purpose of the meeting so potential clients understand what they can expect.
  • Meeting time and location: Provide potential clients with all the details they need to plan for the meeting, including the date, time, and location.
  • Attendees: Outline who will be attending the meeting so clients know who to expect and can plan their questions and conversation topics accordingly.
  • Contact information: Provide a direct point of contact for potential clients to reach out to with any questions or concerns.

There are a few things to keep in mind when creating an effective meeting booking page:

Firstly, you'll want to ensure your meeting booking page is visually appealing and easy to read. Use clear language and concise descriptions to avoid confusion.

Secondly, tailor the page to your target audience by using relevant, industry-specific language and personalizing your messaging.

Finally, track and analyze your results over time to identify what's working and what's not.

While there's no one-size-fits-all approach to booking meetings, there are a few tactics that tend to be effective. These include:

  • Personalization: Tailor your messaging to the specific recipient, referencing their company or recent news articles they've been featured in.
  • Email subject line optimization: Use a catchy, attention-grabbing subject line to increase the likelihood of your email being opened.
  • Social media outreach: Use LinkedIn and other platforms to connect with potential clients and build a relationship with them before pitching a meeting.
  • Multichannel outreach: Don't rely solely on email or social media. Mix up your outreach methods to increase your chances of success.