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Ingredients for B2B Appointment Setting Success

Appointment setting

In the world of B2B sales, the complex nature of appointment setting can be challenging. The sales presentation isn’t the biggest challenge. However, establishing an appointment with the proper decision maker is. Through the years, Quality Contact Solutions has refined the 5 common denominators that contribute to a successful B2B appointment setting program.

The Right B2B Appointment Setting Target ListAppointment Setting Secret Sauce

B2B appointment setting is a tenuous balance between a numbers game and creating a work of art. A successful appointment setting program begins with developing the criteria for what types of businesses you want to target, what size of businesses you want to target and what level of decision-maker you want to target. A wrong list selection can doom the program from the start. An on-target list selection gives your program a running head start.

A Compelling Offer

Why would a business owner or manager want to accept the offer of an appointment? It’s the classic question of, “What’s in it for me?” WIIFM. Spend some time developing talking points that clearly answer this question and you’ll be on the right track. Again, the art of creating the program is in the answer to this question. It may also be beneficial to offer an incentive in exchange for the appointment. Try to make the incentive relevant to your business if possible (discount offer, free trial, etc.)

Professional and Memorable

Every good B2B sales representative knows how to engage the gatekeeper and their prospect in a professional and memorable phone conversation. It is important to make a positive impression and engage the prospect in such a way that they remember you and subsequently honor the set appointment when the time comes.

Keep Appointment Setting Records and Adjust

It is important to track every appointment and to document the results of each appointment. Feed these results back to the appointment setting team; enabling them to make adjustments to their approach. One of the primary goals is to minimize no-shows (Yes, there will be no-shows!) and increase back end sales rates.

Persistence

Most businesses do not have unlimited prospects within their target market. Once you’ve identified your top prospects, engage in a perpetual B2B appointment setting and lead nurturing program. By perpetual, we recommend calling your prospects and sending a postcard or other direct mail piece every 2-3 months. A “no” today could be a “yes” in a couple of months when their situation changes. Studies show that it takes an average of seven impressions with a prospect before they start to actively recognize who you are. The more competitive the market, the higher the number.

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