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DocsMeeting Attribution
Attribute native-scheduler meetings and closed-won pipeline back to the cold sequence that sourced the contact
When a cold prospect books time with you through your scheduler link, Laureo records which cold sequence sourced that meeting, on the booking itself. Because the lead, the meeting, and the deal already live in the same CRM, that link is native. There is no third-party calendar tool to connect and no webhook to keep in sync. Meeting Attribution is part of the Cold Outreach module, so it is available on the Ultra plan.
The shortest path is the Variables menu above a step body. Under Your scheduler it lists Default booking page, plus one row for each booking page you own. Pick one and the token goes in where your cursor was; at send it becomes that page's real link. Pasting the URL by hand works exactly as well: when the send goes out, Laureo tags the link either way, so a meeting booked through it points back to the sequence and the specific lead it was sent to.
The Analytics tab has a Meeting & pipeline attribution panel. Pick a sequence and it shows, for the selected period:
| Field | Description |
|---|---|
| Meetings booked | Confirmed meetings booked through this sequence’s scheduler link in the period. |
| Cold sends | Cold emails this sequence actually sent in the period. This is the effort side of the ratio. |
| Sends per meeting | How many cold sends it took, on average, to book one meeting. A lower number means the sequence books more efficiently. |
| Pipeline (closed-won) | Closed-won revenue at the accounts that booked from this sequence, closed on or after the meeting. Shown in your organization’s base currency. |
A booking creates or matches a CRM contact. If that contact’s account later has a deal marked closed-won, on or after the meeting date, that revenue rolls up under the sequence. Each account’s deals are counted once, and only deals in your base currency are summed; deals in another currency are counted separately and disclosed rather than mixed into the total. This is the same engagement-to-revenue model the warm campaigns analytics uses, applied to cold meetings.