Case Study: RevOps Team improves meeting routing and abandoned calendar recovery with LeanData FlowBuilder

RevOps Team boosts meeting recovery with LeanData’s 8-minute SLA

The RevOps team at Catalyst Solutions, a customer of LeanData, needed a more intelligent and automated way to route inbound meeting requests to the correct sales representative. Their challenge was to ensure prospects from different segments—like target accounts, growth prospects, and existing customers—were handled appropriately, while also recovering the significant 30-40% of leads that abandoned the booking process without scheduling a meeting.

LeanData implemented its BookIt and FlowBuilder solutions to create a centralized, no-code routing engine. The solution automated the matching and assignment of meetings, used round-robin pools to show the earliest available times, and automatically enrolled abandoned leads into re-engagement campaigns. This orchestration allowed the RevOps team to track key metrics like SLA compliance and recovery rates, resulting in faster prospect engagement and a system that converts abandoned calendars into new opportunities instead of lost leads.