Sales · Vonza Scheduling template
Talk to Sales Booking Page Template
An inbound sales call as a finished booking page, shared across a team: 15 or 30 minutes by phone, Monday to Friday, two questions, and every booking handed to the next available member of your sales team by round robin.
Part of the new Vonza Scheduling. Included in every Vonza plan, 14-day free trial.
What a talk to sales is and who books it
A talk-to-sales call is the quick, low-pressure conversation a prospect books from a “Talk to sales” or “Contact sales” button. It is shorter than a demo and usually by phone, and the hard part is not the call but the hand-off: when several people take these calls, each booking has to land with one of them without anyone checking a shared calendar.
This template is a Round robin meeting. Each booking goes to one of your hosts, shared in turn: Evenly, so the host with the fewest bookings gets the next one, or Keep times open, so the host with the lightest day gets it. Hosts keep their own hours and calendars. The page asks for the company and the team size, and because the host calls the booker, it collects their phone number as a fixed field.
Who books it
- Sales teams of two or more who take inbound calls from the website.
- Agencies and consultancies whose partners share first conversations.
- Founders who split inbound calls with a co-founder or a first hire.
- Any team that wants a prospect to see the first free slot across everyone, not one person.
What the template sets up
Exactly what the catalogue creates when you pick this template, as the app sets it. Every item stays editable.
- Meeting type
- Round robin. Each booking goes to one of your hosts, shared in turn. Pick at least two hosts when you create it. Bookings are shared Evenly or go to the host with the lightest day, and each host keeps their own hours and calendar.
- Lengths
- 15 or 30 minutes, the first being the default. Each length can carry its own price, and a meeting can offer up to 12 lengths from 5 minutes to 24 hours.
- Where
- Phone call: you call the booker, so the page asks for their phone number as a fixed field. Add up to 11 places and let bookers choose.
- Hours
- Monday to Friday, 9:00 to 17:00, in your platform's time zone. Bookers see the times in their own zone unless you lock the page to yours, which suits in-person meetings.
- Questions
- name, email, phone number as fixed fields, then 2 optional questions: “Company” (short answer), “Team size” (short answer). Add up to 30 questions of 13 types, make any required, or let Vonza AI suggest some.
- Rules
- 4 hours' minimum notice, no buffers before or after, no daily cap, and bookers may cancel or reschedule from their email. Change any of them in the Rules panel.
- Look
- The template’s own accent colour and cover photo, with your logo once you add one. Pick one of 16 colour pairs or your brand colour in Design.
- Description
- The page opens with “A quick call with the next available member of our sales team.” Rewrite it in your own words.
What to change first
A template is a starting point. These are the four settings most sellers change before they publish this page.
Pick the hosts and the policy
A round robin needs at least two active hosts, chosen when you create the meeting from the template. Choose Evenly or Keep times open, then give each host a Priority (Low to Highest) and a Share weight if some should take more calls than others.
Phone, or let the booker choose
The template is a phone call where the host calls the booker, so the page asks for a number. Add Vonza Stream or Google Meet as a second place and bookers pick; add “Additional information” such as your dial-in details and choose whether it shows before booking.
Reminders and the host copy
The confirmation and reminder go to the booker by default; tick “Also send a copy to me” so the assigned host gets each reminder in their own time zone. Text reminders are sent from your SMS allowance once Text reminders is on.
Reassign and no-shows
When a host is away, reassign the booking to another host from Bookings; the screen shows who is free. Mark no-shows so they count in Analytics and in each host’s no-show figures under Top hosts.
How to publish and share it
From the template to a live booking page people can open, in four steps.
- STEP 01
Pick the template
Templates are part of the new Vonza Scheduling: open it from the Scheduling row marked New in your Vonza admin, start a new meeting and choose Template, then “Talk to sales”. The meeting opens in the editor with everything above in place, and nothing is public until you publish it.
- STEP 02
Preview, fix, publish
Preview the page as Desktop or Phone, work through the “Fix these first” checklist, then Publish. The page lives at /book/talk-to-sales on your Vonza site; the link ending is yours to change, with a warning that old links break.
- STEP 03
Share the page
The Share dialog gives you the booking link and a QR code, Embed as an Inline frame, a Popup widget or Popup text on any website, One-time links that book once and then stop working, and a button for your Link in bio page. Mark the meeting Featured to show it first on your /book directory, or Secret to keep it off the directory.
- STEP 04
Turn on New booking pages
Bookers see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General. Until then a /book link to an existing meeting opens the classic booking page. Switching on later keeps every booking and manage link.
See Vonza appointment scheduling for the whole product, and all booking page templates for the rest of the catalogue. Related: team scheduling and round robin and appointment reminders.
Automations that fit this page
Scheduling › Automations runs steps when something happens to a booking: 16 triggers, steps such as emails, texts, tags, lists, webhooks and course enrolment, up to 20 steps each. These three fit this meeting.
Route the lead to the right host record
Trigger “New booking”, then “Email the host” with the two answers and “Tag the contact” with inbound-call; connect HubSpot and the booking is logged there too.
Confirm by text
Trigger “New booking”, then “Text the invitee” with a one-line confirmation; texts come out of your SMS marketing allowance.
Hand off to a demo
Trigger “Marked as completed”, then “Send a booking link” for your Product demo page, so the second meeting is booked while the first is fresh.
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Frequently asked questions
About the talk to sales booking page template
Two policies: Evenly gives the next booking to the host with the fewest bookings; Keep times open gives it to the host with the lightest day. Priority and Share weight tilt the share towards some hosts. At least two active hosts are needed.
The page shows times when at least one of the hosts is free, from each host’s own hours and connected calendar, so a prospect sees the earliest slot across the team rather than one person’s diary.
The template is set to “you call them”: the page asks for the booker’s phone number as a fixed field and the assigned host calls at the booked time. Switch to “My invitee should call me” if you prefer, and add your number in the location’s details.
Yes. Open the booking and Reassign it to another host; the screen shows who is free and who is busy, and you can reassign even though they are busy. The booker’s confirmation can be resent with the new host.
Yes. Analytics shows Top hosts with bookings, revenue, no-shows and utilisation, next to booking lead time, busiest hours and where bookers are, for 7, 30 or 90 days, this year, all time or a custom range.
Yes. A team page at /book/team/<slug> lists every host and their meetings in one link, and each host has a page at /book/h/<host>. The team page goes live once “New booking pages” is on.
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