How to Create Expectation Meeting Link

  1. Go to sales in the main menu and go down to meetings or click this link to https://app.hubspot.com/meetings/5627913/ 
  2. Click One-on-One and then the Next button
  3. Copy the following settings under Overview
    1. Feel free to edit your description to whatever is fitting for you just remember the goal is for them to forward this to other to join.
  4. Next, change the scheduling settings to what days and times work best for you to conduct an Expectation Meeting (Most prefer not Mondays or Fridays)
  5. Click the Form Tab at the top to adjust the form fields to the following.
    1. Don't forget to add 2 Contact Properties (Company Name & Job Title) and Custom question (Community Name). See arrows above
  6. Next, click Automation and adjust the Pre-Meeting reminders to your preference.
  7. You're done!