When you own the links, you own the experience. See how one team uses LeanData BookIt to standardize scheduling across every rep, role, and use case.
Scheduling sounds simple—until you’re managing dozens of reps, each with multiple meeting types, and no consistent way to track what’s actually being booked or why.
In this clip, Linzy Cote, Revenue Operations Manager at Traliant walks through how her team centralized all booking links through LeanData BookIt. Rather than letting reps fend for themselves, she builds every link—by role, by use case—so reps always have the right link ready. New hires get pre-created links the moment they’re set up. Shared links eliminate the classic problem of presenting times that don’t work for a manager. And multi-meeting links let customers choose the right meeting length and purpose themselves, all from a single URL.
The Chrome extension ties it together: reps can grab the right link without ever leaving their inbox or digging through Salesforce. And because every link maps to a clear event title, it feeds directly into Gong—so the team always knows the purpose behind every conversation.
“”Instead of the reps having to fend for themselves, they’re able to just use that Chrome extension, open it right up, and send whatever link is applicable to the conversation they’re having right now. They don’t really have to think about it.””Linzy Cote
Control for RevOps. Simplicity for reps. Consistency for the customer.
Catch the full conversation here.
