Free guide · 10 pages · PDF

The B2B Appointment Setting Playbook

This playbook walks through how to book first meetings with decision-makers, from prospect research to confirming the appointment. It is written for sales leaders and founders who are building or fixing an appointment setting motion and want a working process and a starter script.

What's inside

• How appointment setting differs from lead generation and where each sits in the pipeline
• Six steps from prospect research to preparing for the meeting
• A checklist for building your strategy: target audience, goals, tools, training and review
• Cold calling and cold email tactics, from subject lines to asking for two meeting times
• Common mistakes that cost appointments, and ways to fine-tune the process
• A six-part beginner cold call script with fill-in prompts