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Collect contact information before showing meeting times. If someone leaves before booking, your team still has the inquiry and can follow up appropriately.
Ask about service needs, goals, household complexity, location, and preferred advisor, then route suitable prospects to the right person or calendar.
Summarize the meeting, update the CRM, prepare the follow-up, assign next steps, and surface prospects whose interest is starting to cool.
Works with the sales stack you already use
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Advisory firms lose good prospects to abandoned forms, weak qualification, scheduling friction, no-shows, inconsistent discovery calls, and delayed follow-up. Ripcord connects those steps in one measurable workflow.
Confirm attendance through SMS and email, recover cancellations, make rescheduling easy, and remove unconfirmed meetings before they waste an advisor’s time.
Collect contact information before showing meeting times. If someone leaves before booking, your team still has the inquiry and can follow up appropriately.
The Ripcord meeting experience feels familiar, so there’s no learning curve.
You can screen share, chat, and use picture-in-picture—just like Zoom.
That’s where the similarities end.
Ripcord adds two powerful options built specifically for sales teams.
First, reps can instantly SOS anyone on their team into the meeting with a single click when they need help closing.
Second, reps can launch the Sales Room to move the deal forward immediately—whether that’s checking out, signing a document, completing a form, or booking the next meeting.
Ripcord doesn’t just host the meeting.
It keeps momentum going.
When the meeting concludes, Ripcord automatically updates your CRM with the recording, transcription, AI summary, scoring, and notes.
Reps get a one-click link to send a pre-drafted follow-up email with next steps, while guests receive a Sales Room link with the demo recording and a clear path forward.
The meeting ends.
The deal doesn’t.
Ripcord replaces disconnected forms, schedulers, reminders, meeting tools, notes, and follow-up tasks with one measurable prospect-conversion system.
Make being 3 mins late no big deal. They will join your meeting with a smile on their face.
Need help to close the deal? No problem. Pulling a teammate into a meeting is always just a click away.
When it’s time to close, press Sales Room and your guest’s screen instantly switches to the next steps.
Ripcord works with the campaigns, website, calendars, CRM, and client-acquisition process you already have. Start with one prospect funnel and expand after the results are proven.
Standard messaging, recording, transcription, and AI usage are included. High-volume and custom enterprise requirements are quoted separately.
For one salesperson who wants to convert more incoming traffic into qualified, held meetings.
For sales teams that need shared routing, management controls, consistent follow-up, and company-wide reporting.
For one salesperson who wants to convert more incoming traffic into qualified, held meetings.
For sales teams that need shared routing, management controls, consistent follow-up, and company-wide reporting.
For larger sales teams, agencies, franchises, or companies requiring custom integrations and controls.
© 2024 - Ripcord.io
