How to Be an Effective Appointment Setter


Appointments need to be set in a variety of different businesses, including those selling goods or services, as well as health and body-related functions, such as for a medical checkup or a haircut. Being an effective appointment setter can greatly enhance your productivity and income. Managing your time successfully can help you to accomplish more in a day, which can lead to more sales and the ability to better serve your current customers.

Determine daily, weekly and monthly goals for the number of appointments that you would like set and confirmed. Having goals can help to motivate you and encourage you to pick up the phone again, despite numerous rejections.

Prepare ahead of time if you are in sales. Have your sales pitch ready, anticipate questions from the possible customer, and be ready to answer them in a clear, concise manner. The more knowledgeable you are about the industry you are in, or your services or goods, the better you will be able to impress the client and confirm an appointment.

Book appointments together so that you are able to maximize the time you spend actually selling, meeting clients or performing a service. Arrange blocks of down time to catch up on paperwork, process orders if applicable, or work on new marketing or sales strategies.

Be flexible, and work with the client's schedule and availability. Though it is more effective to schedule one appointment after the other, there are times when making an exception can be beneficial. Be considerate of clients' scheduling needs.

Minimize travel time; divide your appointments up by geographic location so that you are not spending half of your day driving from one customer to the other. Alternatively, if possible, have clients or customers come to you at your office or place of business.

Confirm the appointment the day before through either email or calling. Restate the day, time and location of the appointment. Confirmation calls help to minimize no-shows or misunderstandings in the day and time that you are supposed to meet.

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