Follow-up Meetings allow you to continue a conversation with a Sage after an initial Awareness or Research Call.
If a Sage is interested in learning more about your product, exploring additional questions, or continuing a discussion, they can request a follow-up meeting directly through Sagetap.
How Do Follow-up Meetings Work?
After an initial call, a Sage can request a Follow-up Meeting through the Next Steps workflow or their connection's Activity section.
The Sage can either:
Propose meeting times: Suggest dates and times for you to accept.
Share their calendar: Allow you to select an available time that works for both parties.
You'll receive an email and an in-platform notification when a Sage requests a Follow-up Meeting. You can review the proposed times and accept the request to schedule the meeting.
Are Follow-up Meetings Billed?
No. Follow-up Meetings requested by Sages are completely free for vendors.
These meetings do not incur any additional charges, and the Sage does not receive credits for their time.
This gives vendors a reliable next step and both parties the flexibility to continue a conversation without the billing associated with a new paid Awareness or Research Call.
There is no limit to the number of unpaid Follow-up Meetings a Sage can request through this feature.
ℹ️ Please note: New meetings initiated by vendors, including new Research Calls or invitations to discuss other products, continue to follow standard Sagetap billing.
Where Can I Find Follow-up Meetings?
Scheduled and completed Follow-up Meetings will appear in your connection's Activity drawer and on your Recordings page. Transcripts and recordings are available as usual.
You can also reschedule or cancel a Follow-up Meeting through Sagetap.
If you have any questions, please reach out to [email protected]