What Kinds of Sales Appointments Should You Schedule?

There is no one-size-fits-all strategy to appointment scheduling; the types of appointments you schedule and how you set them can vary dramatically depending on who you are, what you do, and who you are targeting.

If you’re a company trying to build an appointment-setting strategy, you’ll want to think about what kinds of appointments will assist your sales process run smoothly.

We’ll go through each sort of sales appointment in this post, including when they should be utilised, who should use them, and when they’re most effective.

Phone Call Appointment

A simple phone call is one of the most prevalent sorts of appointments. These are usually easier to get than other types of appointments, and they are considered as a much less commitment. They’re ideal for fact-finding calls to learn more about their company, what they’re searching for, and whether or not they’ll qualify as a lead for your company.

These meetings are typically established near the beginning of the sales process when a prospect is unable to have a conversation during the initial contact and a phone call appointment is scheduled for a later time.

They’re ideal for just having a conversation with a prospect to get their initial impressions on your services, determining whether they’re the right customer for you, and generating curiosity that can be followed up on in subsequent meetings.

Video Call Appointment

Due to social distancing rules, several businesses had to move to video appointments when the pandemic struck. Many organisations have discovered that video call appointments are not only easier to arrange, but also perform nearly identically to face-to-face consultations – without the travel time and expenditures!

Once some interest has been generated and the prospect appears to be approaching the last stages of conversion, video call appointments perform well as a follow-up to a phone contact. They can serve as an alternative to a face-to-face session, essentially accomplishing the same goal while saving time and money on travel and attendance.

These meetings are especially useful for sales presentations and demonstrating online products or services because they allow you to share displays and simply walk through all of the features of these online offers.

Although video conferences on platforms like Zoom, Skype, and Microsoft Teams can occasionally capture the same value that face-to-face meetings do, some firms still prefer face-to-face meetings.

Face-to-Face Appointments

You might be wondering if face-to-face appointments are still necessary in today’s digital age, especially given the pandemic’s impact on how we communicate.

Many companies have chosen to host the majority of their appointments online, however this strategy does not always succeed. In order to truly connect, sell, and exhibit their product or service, some businesses still demand an in-person meetup.

These face-to-face meetings are especially beneficial for firms that provide a real product or service. For example, a tech company that sells digital display panels or telecoms might demonstrate how their gadgets function during this meeting. Additionally, service firms such as contractors will need to see and discuss the scope of work they will be doing in order to make an accurate price, so this type of appointment is ideal for them.

It’s even more crucial to qualify these appointments because they’ll require the most time. The last thing you want is to schedule a face-to-face meeting with one of your sales people only to find out that they don’t have the funds to proceed or that the person you’re meeting with isn’t the suitable decision-maker after hours and miles of travel.

Overall, face-to-face meetings are still a popular method for physical product or service demos since they allow businesses to sit down, meet, and discuss issues in person.

Setting a face-to-face appointment with a potential client will usually occur at the conclusion of the conversion process, as these appointments might feel like a much bigger commitment for the prospect than a simple phone or video contact.

Outsourcing Your Appointment Setting

So, if you want to make scheduling appointments less unpleasant and time-consuming, we can assist you.

We offer qualified appointment setting services to organisations wishing to outsource, allowing them to spend more time preparing for and attending appointments while leaving the scheduling to us.

If you’re interested in outsourcing, visit our appointment scheduling page or contact us to see how we can assist you!