Bookked is the intelligent CRM built for workshop and training facilitators. It knows your offer, remembers every conversation, and tells you exactly who to contact today — and what to say. Built for people who are brilliant in the room and dread the sales part.
Morning briefing
Good morning, Pascal ☀️
You didn't become a facilitator because you love managing pipelines. But without a system, opportunities quietly expire — and you don't even know it.
01
Conversations fall through the cracks
Someone was interested three weeks ago. You meant to follow up. Life happened. They've forgotten you exist.
02
You can't see patterns across leads
Four people mentioned the same pain point this month. You don't know it yet because your conversations live in separate silos.
03
Proposals take forever to write
You sit down after a great discovery call and stare at a blank page. The conversation was brilliant. The document doesn't capture it.
04
Your ICP is "anyone who needs a workshop"
You know your best clients intuitively but you've never made it explicit. So you chase the wrong leads and waste energy on poor fits.
05
CRMs are built for sales teams, not you
HubSpot is overkill. Spreadsheets are manual. Nothing was designed for a solo facilitator who sells relationships and expertise.
06
You don't know what to say or when
Following up feels awkward. Starting a conversation on LinkedIn feels pushy. So you do nothing — and opportunities quietly expire.
1
Tell Bookked about your practice
A guided conversation — not a form — helps you articulate your workshops, pricing, ideal client, and what a great engagement looks like. Bookked challenges vague answers, gently.
2
Feed it your conversations
Connect your email, paste LinkedIn messages, upload call transcripts from Granola or any note-taker. Everything gets assigned to the right contact automatically.
3
Get your daily briefing
Every morning: who to contact today, why now, and a personalised draft ready to review and send. Not a dashboard to manage — just today's three most important moves.
4
Get smarter every week
Bookked notices what your best conversations have in common, surfaces patterns, and helps you refine your offer based on what the market actually responds to.
Offer Clarity — and Ongoing Refinement
A guided conversation that helps you articulate your workshops, pricing, and positioning — even if you've never done this clearly before. Not a one-time setup. As conversations accumulate, Bookked notices what the market responds to and prompts you to sharpen your offer accordingly.
ICP Development — and Ongoing Refinement
Bookked builds your ideal client profile from your onboarding, then refines it from every conversation. Over time it notices what your best clients have in common — company size, seniority, urgency signals — and sharpens your ICP from hypothesis to evidence.
Cross-Session Memory
Call transcripts, emails, LinkedIn messages — all ingested and connected. Bookked remembers everything across every conversation, building intelligence that compounds over time. Something no standalone AI assistant can do.
Contact Intelligence
Every contact gets a rich profile built automatically from all your interactions. Bookked quietly evaluates each lead against your ICP and flags red flags — seniority gaps, budget authority issues, wrong fit — so you calibrate your energy accordingly.
Morning Briefing
Who to contact today, why now, and a personalised draft ready to send. Not a to-do list — a daily recommended action with context and the words already written. The cadence of small, consistent actions that compounds over time.
Pre & Post Call Coaching
Tailored brief before every discovery call — who they are, what to ask, what to watch for. Honest debrief after — what landed, what to improve, what to follow up. A coach that gets smarter about your style and clients every week.
Proposal Generation
After a great discovery call, Bookked drafts a winning proposal in your voice — empathy opener, your unique angle, results, commercials — using everything it heard in the conversation. From blank page to first draft in minutes.
Pipeline & Deal Tracking
All the CRM basics — your prospects, active deals, and pipeline at a glance — but with Bookked's intelligence on top. It tells you which deal has momentum, which is going cold, and exactly what to do next. Not just a list. A recommendation engine.
LinkedIn Post Generator
Bookked notices when four leads mention the same pain point this month — and suggests a LinkedIn post on that exact topic. Turns private conversation intelligence into public thought leadership. From blank page to draft in seconds.
Workshop Fee Calculator
Know what to charge based on client type, engagement size, geography, and duration. As data accumulates across all Bookked users, this becomes a benchmarking tool — so you price with confidence, not guesswork.
Integrations That Do the Work
Native connections with Gmail, Granola, and Otter.ai bring your conversations in automatically. A LinkedIn browser widget lets you add interesting profiles with one click. Everything flows in — nothing needs copy-pasting.
Profile Page & Sales Agent
A professional page at bookked.ai/you — your workshops, case studies, and testimonials — with a built-in Sales Agent that answers questions, handles objections, and qualifies leads 24/7. Every conversation feeds back into Bookked, sharpening your ICP automatically.
Most facilitators have no website — or one they're embarrassed to share. Bookked gives you a clean, professional page at bookked.ai/yourname. Send it to any lead, link it from your LinkedIn, put it in your email signature.
Workshop catalog
Leadership Retreat Design
Strategy & Innovation Sprint
Team Offsite Facilitation
Recent case studies
Fiat · Innovation Team · 2025
3-day sprint aligned 4 divisions ahead of Q2 launch. Decisions made in 3 days that had stalled for 6 months.
Zurich Insurance · L&D · 2025
Leadership retreat for 24 senior managers. 94% rated it the most useful offsite they'd attended.
Sales Agent · Live on your page
Bookked Agent
Hi! I'm Pascal's booking agent. I can tell you about his workshops or help figure out what fits your team. What brings you here?
That sounds like a great fit for Pascal's Strategy Sprint format — typically 2–3 days, cross-functional, with clear decisions by the end. Want me to check his availability for July?
You're fully present in the room. Bookked is working outside it — qualifying leads, answering questions, feeding everything back so your offer and ICP sharpen automatically.
You clarify your offer
Workshops, outcomes, pricing, and ideal client — captured in onboarding and refined every week as Bookked learns more.
Your profile goes live
A professional page at bookked.ai/you — catalog, case studies, testimonials, booking prompt. Built from your Bookked data.
Agent qualifies leads 24/7
Visitors get intelligent answers. Leads are guided toward a call. All while you're running a workshop, sleeping, or just living your life.
Everything sharpens
Agent conversations feed back into Bookked — refining your ICP, improving your offer, making the next conversation even better. The loop compounds.
Not a dashboard to manage. Just three actions every morning — the most important moves for your practice today, with everything already prepared so you can act immediately.
Draft ready · Marco Rossi · Fiat
Re: Design Sprint for Q2 alignment
Hi Marco,
It's been a couple of weeks since we spoke about the cross-functional alignment challenges your innovation team is facing ahead of Q2.
I wanted to check in — did you get a chance to discuss internally whether a Design Sprint could be the right format?
Happy to jump on a quick call to talk through what that could look like for your specific situation.
Best,
Pascal
This is happening. After 10 years in the facilitation world, we've seen too many brilliant practitioners struggle to get work because they had no system behind them. Bookked fixes that — and founding members help shape exactly how. Your €50 reserves your spot and locks in your rate for the first year.
€50
One-time reservation · Applied to your first year
Founding member rate locked in for your first year.
Limited to 50 people. No risk — your €50 is fully refundable if we don't build it.