If you’re in B2B sales, you’ve probably heard about a dozen tools that promise to “revolutionize your funnel.” Most don’t live up to the hype. But if you’re curious about how to actually use Meetz to keep prospects moving (and not ghosting), this guide’s for you. Whether you’re running your own pipeline or managing a small team, you’ll get a clear look at how to make Meetz useful—without spending hours figuring it out.
What is Meetz, really?
Before we dive into step-by-step stuff: Meetz is an AI-powered sales engagement platform. In theory, it helps you reach out to leads, keep track of conversations, automate some follow-ups, and personalize outreach. If you’re sick of spreadsheets and endless “just checking in” emails, it can help. But it’s not a magic bullet—if your leads suck or your messaging is bad, Meetz won’t save you.
Step 1: Set up your prospect lists (don’t skip this)
The biggest mistake people make is dumping a bunch of random contacts into Meetz and hoping for the best. Don’t do this.
What works: - Segment your list: Start with a tight group of prospects. Industry, company size, job title—use whatever actually matters for your product. - Upload clean data: Garbage in, garbage out. Check emails, names, and company info before importing. - Tag wisely: Use tags for things like “webinar attendee,” “demo requested,” or “cold outbound.” This makes targeted follow-up much easier later.
What doesn’t: - Uploading every old lead from a trade show you barely remember. - Mixing existing customers with new prospects—this muddies your messaging.
Pro tip: Start small. It’s way easier to test what works with 50 prospects than clean up a mess with 500.
Step 2: Build simple, relevant outreach sequences
Meetz lets you create automated sequences—think scheduled emails, LinkedIn touches, or even calls. This is where most people get carried away.
What works: - Keep it short: 3–5 steps max. Nobody wants to get 8 emails in two weeks. - Personalize the first touch: Use real details (company name, role, something you actually noticed about them). - Mix channels: An email, a LinkedIn message, then maybe a call if it makes sense for your industry.
What doesn’t: - Generic “Hey, just checking in” emails. You’ll get ignored. - Over-automation. If every message reads like a robot wrote it, people tune out.
How to set it up in Meetz: 1. Go to Sequences and create a new one. 2. Pick your touchpoints (email, LinkedIn, phone). 3. Write your messages—keep them short and specific. 4. Set realistic delays (don’t bombard people daily).
Pro tip: Test two versions of your sequence: one super-personal, one more templated. See which actually gets replies.
Step 3: Use Meetz’s AI for personalization—but check its work
Meetz’s AI can suggest message templates and pull in prospect details. This saves time, but AI is still hit-or-miss.
What works: - Let the AI draft your first version, then edit for tone and accuracy. - Use AI to suggest subject lines or call openers, then tweak to sound human.
What doesn’t: - Blindly blasting out whatever the AI spits out. It’ll get details wrong, or sound weird.
Pro tip: Always read the final email before it goes out. “Hi {FirstName}” is a fast way to the spam folder.
Step 4: Track engagement (but don’t obsess)
Meetz gives you open rates, click rates, replies, and more. It’s easy to get lost in these dashboards.
What works: - Focus on replies and meetings booked. Opens are nice, but don’t pay the bills. - Use engagement data to tweak your sequences. If numbers drop after step 2, rework that message.
What doesn’t: - Chasing vanity metrics. A 70% open rate doesn’t matter if nobody responds. - Changing things every day. Give each sequence enough time to see real results.
Pro tip: If a prospect clicks but doesn’t reply, that’s a great excuse for a quick, personalized follow-up.
Step 5: Nurture, don’t nag
Not every prospect is ready to buy right now. Meetz can help you stay on their radar without being annoying.
What works: - Set reminders to check in every few months with something genuinely useful (a new feature, a relevant article—not “just circling back”). - Use Meetz’s scheduling tools to automate light touches for long-term prospects.
What doesn’t: - Endless “just following up” emails. If they haven’t responded after 4–5 touches, move them to a nurture track. - Hounding people weekly when they’re clearly not ready.
Pro tip: Segment out stalled prospects and send them occasional updates that aren’t salesy—think case studies, product updates, or even a holiday note.
Step 6: Keep notes and context in one place
This part is boring but crucial. Meetz lets you add notes, call outcomes, and deal stage updates for each prospect.
What works: - Log every real conversation. If a prospect mentions a big project coming up, note it. - Update deal stages so your team (or future you) knows what’s actually happening.
What doesn’t: - Relying on your memory, or scribbling things in a notebook you’ll lose.
Pro tip: If you use other tools (like a CRM), sync Meetz with them or export notes regularly. Double-entry sucks, but losing context is worse.
Step 7: Review, adjust, and don’t get fancy
Every few weeks, look at what’s actually working. Meetz has reports, but you don’t need to become a data scientist.
What works: - Look for bottlenecks. Are people dropping off after your first email? Are calls never picked up? - Kill what isn’t working. Don’t be precious about your sequences—cut what doesn’t get responses.
What doesn’t: - Adding more tools or steps just because you can. - Spending hours tweaking subject lines for marginal gains.
Pro tip: Set a recurring calendar reminder to review your outreach. 30 minutes is enough—then move on.
What to ignore (at least for now)
- Integrations you don’t need: Meetz connects to a lot, but if you’re not using Salesforce or HubSpot, don’t bother setting it up “just in case.”
- Endless A/B tests: Start with big, clear changes. Save the micro-optimizations for when you have real volume.
- Overly clever automations: If it feels complicated, you’ll break it or forget to update it.
Final thoughts: Keep it simple, iterate often
Meetz can help you move prospects through your B2B sales funnel, but only if you keep it focused. Don’t get caught up in every bell and whistle. Start with tight lists, short sequences, and honest messaging. Check in on what’s working, fix what’s not, and don’t overthink it. The goal is more good conversations—not a perfect dashboard.
Take what works, skip what doesn’t, and keep things moving. That’s how you actually nurture prospects—tools like Meetz just make it a bit easier.