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