Free checklist · 1 page · PDF

Maximizing Your ROI with Appointment Setting

Appointment setting pays off when meetings are qualified before they are booked and your closers are prepared when they show up. This one-page checklist lists eleven steps that cover goal setting, qualification, outreach, tracking and the handoff between appointment setters and sales reps. It is for owners and sales managers running an in-house setting team or working with an outsourced provider.

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What's inside

  • Setting a quarterly goal for qualified appointments with weekly tracking
  • Qualifying on budget, authority and need before an appointment is set
  • Tailoring scripts by industry, pain point and company size, and timing outreach
  • Nurturing between first contact and the meeting with case studies and follow-up emails
  • Weekly metrics, alignment meetings and a feedback loop between setters and sales reps
  • Automating follow-up and scheduling, and preparing reps before every appointment

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