AE

curl -X POST "https://api.sb/leaseline.app/meetings/book?mode=try" \
  -H "Authorization: Bearer $SB_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"contact":"contacts/dana-whitfield","at":"2026-10-30T16:00:00Z"}'

npx startup-builder do Meeting.book --try --data '{"contact":"contacts/dana-whitfield","at":"2026-10-30T16:00:00Z"}'

{
  "name": "do",
  "arguments": {
    "mode": "try",
    "code": "return await $.Meeting.book({ contact: 'contacts/dana-whitfield', at: '2026-10-30T16:00:00Z' })"
  }
}

import { $ } from 'startup-builder'

const result = await $.try.Meeting.book({ contact: 'contacts/dana-whitfield', at: '2026-10-30T16:00:00Z' })

 1{
 2  "mode": "try",
 3  "stored": false,
 4  "meeting": {
 5    "contact": "contacts/dana-whitfield",
 6    "at": "2026-10-30T16:00:00Z",
 7    "minutes": 15,
 8    "brief": "deals/harborview-pm/brief"
 9  }
10}

ResponsibilitiesCopy Anchor Link

• Books a call from every interested reply within 60 minutes, at a time both calendars hold free.
• Moves every open deal forward or closes it within 30 days, and names the next step on each.
• Drafts each quote at list price from the offer, so a discount is always a choice you make.
• Hands each won deal to onboarding the moment it is signed, with the promises in the brief.

VerbsCopy Anchor Link

Role contractCopy Anchor Link

Hands off toCopy Anchor Link

• Onboarding: Deal.won: it starts onboarding the same business day, with the quote’s promises in the brief.
• SE: A buyer asks to see the product work on their own data before they sign.

Processes ownedCopy Anchor Link

Inbound sales · Quoting · Send a quote

MetricsCopy Anchor Link

Outside paid Orders · Paid listing conversion

ApprovalsCopy Anchor Link

You see the plan and its price before anything runs. Sends and posts go out within the limits you set; one approval rule on a class such as send makes every action in it wait for you, and going over a limit always asks.

Each class and its default amount: the hub’s approvals page.

Works withCopy Anchor Link

• Account brief (agent task): Two hours before each call: why they are buying now, the objection to expect, the story to tell and the question to ask, all sourced.
• Answer every inbound (agent task): Every inbound question answered within 5 minutes from your own pages, with the next step set: a call booked, a trial, or you.
• Sales closing (Service): Your qualified leads taken to signed orders by a commissioned closer, with agents on the briefs and proposals; billed only on collected revenue.
• Booked first calls (Service): Held first calls with buyers who fit, a budget owner confirmed on each, billed per held meeting against a monthly target you set.

It trades hand-offs with You, as head of sales, SDR, SE, Onboarding, CSM and Partnerships.

ExampleCopy Anchor Link

Rosa Alvarez, owner of Northgate Rentals with 140 units, books a call from the reply. The agent drafts a quote at $149 a month, and when she signs, onboarding gets the brief before the end of the day.