Appointment Setting

1. Overview

  • Purpose:

    • Schedule meetings with qualified leads to discuss their needs in detail.

  • Objectives:

    • Convert qualified leads into actionable appointments.

    • Ensure timely follow-ups to maintain lead engagement.

2. Step-by-Step Procedures

  • Outreach:

    • Email or call to set up appointments.

  • Scheduling:

    • Use scheduling tools to book meetings.

  • Confirmation:

    • Send reminders and confirmations.

3. Roles and Responsibilities

  • Cold Caller:

    • Primarily responsible for setting appointments.

  • Assistant:

    • Manage scheduling, send reminders, handle rescheduling.

4. Tools and Resources

  • Scheduling Tools:

    • Calendly Setup Guide, Google Calendar.

  • Email Templates:

    • Download Appointment Setting Email Template (Google Doc)

5. Templates and Checklists

  • Appointment Setting Checklist:

    • Download Appointment Setting Checklist (Google Sheet)

  • Confirmation Email Template:

    • Download Confirmation Email Template (Google Doc)

6. Additional Resources

  • Training Videos:

    • How to Use Calendly for Appointment Setting

  • Best Practices Articles:

    • Effective Strategies for Scheduling Appointments