Meetings & sales
From enquiry to deal — with a ready call plan
A lead from a post becomes a meeting: the Google Meet, Zoom, Microsoft Teams meeting link is added to the invitation, the script suggests questions and the client presentation fills in with answers from the call.
Sample data from a test account
What you get
Meetings & sales
Calendar, Google Meet, Zoom, Microsoft Teams, call scripts and presentations.
Meeting calendar
Week, month or list. Drag meetings, set reminders, see who and what each one is about.
Google Meet, Zoom, Microsoft Teams and Google Calendar
The call link goes into the meeting invitation — a Google Meet link is created automatically, a Zoom or Microsoft Teams link you simply paste. Google Calendar can send the invitation.
Scripts and qualification calls
Questions, objection handling and fields that calculate themselves. Answers are saved during the call.
Fireflies, Fathom recordings
After the meeting the transcript is attached to the call and the AI suggests script answers. With the other person’s consent — audio reels too.
How it works
Book a meeting → Talk with a script → Nothing slips
Book a meeting
From a lead card or the calendar. The Google Meet, Zoom, Microsoft Teams link goes into the invitation with a reminder.
Talk with a script
Questions in order, objection answers, a client presentation in one click.
Nothing slips
Notes, answers and the recording stay with the customer. “What’s next” suggests the next step.
Presentations
A presentation that fills in during the call
Pick a presentation from your brand library, and answers from the call appear in it live. After the meeting the client gets a link — no login needed.
- Brand presentation library
- Client link after the meeting
- Print the script and answers to PDF
Sample data from a test account
What’s next
Every stage suggests the next step
A lead in the “Contact” stage gets a qualification call button, in “Meeting” — the call script. When a step is done, Socialu suggests moving on.
- Call, e-mail, book a meeting, follow up
- Overdue steps in red
- Won or lost with a reason — lessons for the future
Sample data from a test account
Questions & answers
Meetings & sales
Do I need a Google account?
For automatic Google Meet links and Google Calendar — yes. A Zoom or Microsoft Teams link can be pasted without one, and meetings, scripts and reminders work in Socialu as usual.
Is recording calls GDPR-compliant?
Ready scripts start with a question about consent to record. Fragments of a customer call go into reels only if you confirm you have consent to publish them.
Will the AI change script answers by itself?
No. The AI suggests answers with a quote from the call, and you approve each one.
See also
See all features
AI content creation
Posts, graphics, carousels and stories in your brand’s style.
Learn moreImage & video editor
Fix graphics and videos without separate apps.
Learn moreVideo & recordings
Reels, video reviews, FAQ videos and AI Interview.
Learn moreLong-form: YouTube, podcasts, articles
Episodes, podcasts, SEO articles and Google Maps posts.
Learn moreCalendar & Autopilot
A publishing plan that fills itself.
Learn moreMessages & comments
AI sorts comments and suggests replies.
Learn moreResults & reports
What works and what doesn’t — in plain language.
Learn moreLeads & CRM
Enquiries from forms, comments and your bio page in one pipeline.
Learn moreStore products
Product posts straight from your online store.
Learn moreBio page & links
Link-in-bio page, short links, UTM and QR codes.
Learn moreBrand & style
Brand knowledge, tone, colours and fonts in one place.
Learn moreMore visibility. More customers. Less work.
Socialu automatically creates and publishes content tailored to your business, analyses the results and helps your brand grow. Switch on the autopilot and get your time back for running your business.
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