Meetings and messaging
Message clients, book meetings, and use the Inbox, Calendar, and Quote Builder.
By Macarena and 2 others3 authors9 articles
How to write the perfect first message to a client.
3 tips to get a meeting with the client
Apply to opportunities and meet clients with no friction.
Discover Sortlist Calendar: The easiest way to meet up with clients.
Discover Sortlist Intro Meeting
Sortlist Quote Builder
Nailing the Post-Meeting Email: Tips and Templates for Winning Your Next Client on Sortlist
The importance of positioning your agency to be successful on Sortlist
The Meetings tab is being removed
