SalesRound Robin20 min
Round robin meeting template for inbound leads
A round robin meeting template that shares inbound discovery calls fairly across your sales team: in equal turns, by who has the fewest bookings, or by weights you set.
Inbound sales team (next available rep)Your assigned account executive
Round robin meeting for inbound leads20 minVideo link included
Pick a time
Tap a time to see the next step.Made forSales development leaders, RevOps managers and busy SDR teams that handle a lot of inbound leads.
Use it whenOn your website's demo request form. Each prospect goes straight to the next free rep, and the workload stays even across the team.
Meeting typeRound RobinRound robin shares bookings across a team. Each new meeting goes to the next person who's free.See round robin scheduling
The settings
Every setting in the round robin meeting template for inbound leads.
- Length
- 20 minutes
- Buffers
- 5 min before, 10 min after
- Minimum notice
- 30 minutes in advance
- Daily limit
- Up to 6 a day
- Notifications
- The lead gets a confirmation email and calendar invite. The assigned rep gets an in-app alert 15 minutes before
- Video
- Each rep's own Zoom or Google Meet link, created for the booking
- Payment
- None
- Plan
- Enterprise plan
Questions guests answer
- 01Work email
- 02Number of employees
- 03What do you use to manage your team's calendars today?
Using it
Set up the round robin meeting for inbound leads in 3 steps.
Have these ready
- Enterprise plan
- At least 3 sales reps in your workspace, each with a calendar connected
- HubSpot connected (optional) so each booking is logged on the contact
- 1
Pick your reps
Create a Round Robin event and add the sales reps as hosts. - 2
Choose how to share
Pick a distribution mode: Equal rotation, Least booked host, First available host, Host priority or Custom weights. - 3
Put it on your demo page
Embed the booking page on your 'Request a demo' page, or link to it from the form's thank-you message.
Use this template
Start using the round robin meeting template for inbound leads
It needs the Enterprise plan, which comes with a 14-day free trial. Create an event with these settings after you sign up and change anything that doesn't fit your team.
- No credit card required
- Two-way calendar sync
- Set up in under 2 minutes