Schedule a discovery call with a prospect
Revo proposes three slots, sends the calendar invite with the right agenda, and confirms when picked.
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Discovery call scheduling is the single most-broken handoff in sales. Revo proposes the slots and books the call without back-and-forth.
What goes in the invite
Calendar invite with video link, one-line agenda from your firm's discovery template, optional pre-call questionnaire link.
- 1
Read prospect availability
Time-zone signals, prior reply timing, urgency.
- 2
Propose slots
Three windows that respect both calendars.
- 3
Send invite
When picked, with agenda.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
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