If leads are getting routed but not turning into meetings, your revenue funnel has a gap.
And it’s costing you pipeline.
This guide is built for ops professionals and sales leaders who are tired of juggling disconnected systems just to get a meeting on the calendar. Whether you run lead management in Salesforce, lead the SDR team, or support GTM execution as a RevOps leader, you’ve likely seen the same story: the lead gets assigned, but the meeting never happens.

Reps delay outreach.
Alerts get missed.
SLAs slip.
Buyers disappear.
The root cause? Scheduling and orchestration live in separate tools that don’t talk to each other. This ebook walks you through how to connect these critical functions, so every high-intent lead gets routed, booked, and followed through without manual effort or system failures.
In this guide, you’ll learn how to:
- Spot the top failure points in your lead-to-meeting flow
- Connect scheduling directly into your routing process
- Reduce no-shows, missed SLAs, and handoff delays
- Monitor the metrics that actually reflect GTM performance
- Evaluate whether your current tech stack is helping or hurting your speed to revenue
You’ll also get a checklist to help you evaluate whether your current systems can scale with your go-to-market strategy.
This isn’t another fluffy ebook collecting dust in your downloads folder. It’s a no-nonsense guide to fixing the messy handoffs that kill momentum. If you’re done babysitting broken workflows, this one’s for you.