Be Selective About Your Appointment Setting

Business, Sales.

6 tips for appointment setters - setting appointments is a lost art, but it doesn' t have to be. Here are 5 tried - and - true appointment - setting tips to" set" you on your way!

It' s all about keeping your client, sales lead, customer, or co - worker in mind. - set an agenda and then stick to it. It' s also helpful to ask them if they would like to add anything to the meeting agenda. When setting up an appointment or meeting, make sure you share your agenda with your appointees. Having input on the direction of the meeting from the appointees themselves will ad value to the experience for everyone in the room, including you. This will help your success rate if you need to set more appointments in the future. It' s also important to stick to the agenda once it' s been set.

It' s about them, not you. - you should always have their needs at the center of your concern. The people you want to meet with should be your entire focus when setting an appointment. Those needs should align with your own. You wouldn' t want to set an appointment with a shoe salesman about his business 2 business refrigeration needs, right? If your needs, don, and theirs' t line up, then maybe you should be questioning the validity of your request for an appointment in the first place.

But a restaurant franchise owner would be right up your alley. - go to them or at the very least offer to meet in the middle. Minimize travel time for your appointees. Unless you really have an upper hand ignoring this common courtesy will see your success rate drop like a rock. Many appointment setters only schedule time for the presentation and questions. Schedule enough time for set - up and teardown. This is a mistake.

You may even find a practice run is in order, if you' re dealing with things like projectors& screens, laptops or elaborate lighting. - make sure you have your space, and enough room in your schedule for set - up before the meeting or appointment, and for teardown afterwards. Scarcity. Be selective about your appointment setting. Don' t invite everyone and their mother. Don' t go crazy, and make sure you let the invitees know that they' ve made the cut and this isn' t some cattle call.

Confirm when, confirm where( the location) , confirm what( agenda) , and confirm how( travel arrangements, if called for. ) All this can be in a simple email sent out a few days before the appointment. - confirmation is key when it comes to appointment setting! This is also the perfect opportunity to request a simple" yes" response from your attendees if they are still coming. Just follow these tips and remember: practice makes perfect. Appointment setting doesn' t have to be hard or stressful.