Appointment Settings for B2B Sales- All You Need to Know

Uju Okoye
3 min readApr 26, 2022

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As a sales representative, you will agree with me that setting sales appointments is one of the most challenging tasks. However, your selling ability, together with the tools you have at your disposal, determines the quality of your outreach.

So whether you are reaching out to prospective customers or existing ones, your ability to keep them engaged in every process will go a long way to determining the sales’ success.

In this post, you will learn the five tips for setting sales appointments.

Let’s get started!

Table of Content

What does Setting Sales Appointment Mean?

Tips for Setting Sales Appointment

What to avoid when setting sales appointment

Before proceeding to the B2B sales tips, let’s ‌look at the meaning of sales appointment setting.

What does Setting Sales Appointment Mean?

Sales appointment setting is ‌contacting prospective buyers to pitch a company’s product or services and scheduling an appointment between the potential customers and the company.

Depending on your company’s sales goal, you can schedule an appointment through email, telephone, or social media.

Although setting sales appointments is simple, it still requires a strategic approach from the sales representative ‌to make it achievable and sustainable.

Tips for Setting Sales Appointment

1. Contact them during off-hours

Reaching out to potential buyers before the start of work, during lunch, and at the close of work have more positive results than during working hours.

Not everyone will want to pause their daily business to listen to your cold calls or read emails that are not connected to their work. That is why it is best to be on their mind during off-hours when they still have free time to spare.

2. Reach out through multiple media

For setting sales appointments, just be creative about it. It should not just be cold calling; try sending emails, leaving voicemails, and sending engaging articles.

3. Use an attraction campaign

An attraction campaign uses the method to attract buyers. So, it is advisable to use well-tailored content to grab their attention and distinguish yourself and your brand.

4. Ask for a meeting

Be specific and persistent when asking for an appointment. Don’t just say ‘ could we meet to discuss further, but could we meet on Friday 26th of April at 6.30 pm is a good fit for me, could we meet‌? Please confirm.

5. Sharing of content with great value for a specific audience.

Skills and capabilities will pique the attention of your buyers. Although some people are against this, doing it produces a more positive outcome.

What to Avoid When setting Sales Appointment

  • Do not involve the wrong people.

Ensure the people you are reaching out to our potential buyers who might have an interest in the product or service you are pitching. So do excellent research about your potential buyers before contacting them.

  • Providing little information.

New buyers will want to see a convincing reason to give you a listening ear. So, do not provide little information.

  • Not sending reminders

Always send automated reminders of the meeting to them. It is your responsibility.

  • Do not forget to ask for feedback.

Feedbacks are necessary for the growth of your business. It helps to know what strategy is working and the ones that are not.

Final Thoughts

When you are planning, learn how to reach out to the decision-makers. These are people who have the authority to say a ‘yes’ to your meeting. So, sell yourself and your brand well enough for every buyer to say ‘yes’ to your request.

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Uju Okoye
Uju Okoye

Written by Uju Okoye

Content Writer / Copywriter. I write compelling content that engages and copies that sell.

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