Sales
Marketing

Campaigns — Meetings Booked

Connect campaign touches to meeting bookings within 30 days to measure each campaign’s SDR-driven engagement and pipeline influence.
Prompt
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Petavue, for the past 180 days:

1. Link Touches to Bookings

    • Match each campaign touch to any meeting booked for the same contact within 30 days.

2. Campaign Metrics

    • Meetings Booked: Total number of meetings
    • Contacts Touched: Number of unique contacts with a campaign touch
    • Booking Rate (%): Meetings ÷ Contacts × 100
    • Pipeline $: Sum of pipeline value for opportunities created from those meetings

3. Results Table

    • Rank campaigns by Meetings Booked (descending)
    • Include columns: Campaign, Meetings Booked, Contacts Touched, Booking Rate %, Pipeline $
    • Add Rep Validation Sample: a list of three contact names or IDs per campaign for spot-checking
Follow-up Prompts
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  • List campaigns with booking rates below 20 percent, showing meetings booked and contacts touched.
  • Rank campaigns by pipeline value per booked meeting and show meetings, pipeline and pipeline per meeting.
  • Recommend top five campaigns for ramping SDR outreach based on highest booking efficiency.
Action Prompt

What This Prompt Does

This prompt joins campaign‑touch records with meeting‑booking events over the last 180 days, linking bookings that occur within 30 days of the final campaign interaction for the same contact. It aggregates results by campaign to calculate total meetings booked, contacts touched, booking rate and any pipeline value tied to those meetings. The output is a ranked table sorted by meetings booked, including a sample of three contacts per campaign for rep validation.

Strategic Impact

By quantifying how campaigns translate into SDR‑booked meetings and early pipeline, this prompt aligns marketing efforts with concrete engagement outcomes.

Business outcomes:

 → Prioritizes campaigns that drive the highest meeting volume for SDR follow‑up

 → Highlights booking efficiency to refine campaign targeting and messaging

 → Enables more accurate pipeline forecasting based on campaign‑sourced meetings