Setting Appointments with Clients
May 29th, 2008 by jared
Usually I write longer posts but this is a little trick that you should definitely use. I hear it time and time again from my sales people. They set up an appointment with a client and when the time comes they cannot track the client down. There are 3 things you should do to ensure the client will make your meeting.
1. Send them an outlook invite: This is the most important thing, because by doing so, they have to accept the meeting request. You get notified that they accepted it plus they will get alerted when the meeting is only 15 minutes away (or whatever time you set the alert for).
2. Send them an email the day before: A simple follow up email reminding them of the appointment goes a long way. Take the time in this email to give them something to prepare for the meeting. Maybe send your proposal, a good article, or some info on your company.
3. Have someone call to confirm: If you have the ability have someone call on your behalf. Have them ask the client if the meeting is still on with you (Mr. Johnson) and the client at the proposed time.
With sales you need to be very aggressive. Making sure your prospect doesn’t miss the meeting is a great first step.
I love simple straghtforward advices like this! Especially when given by experts. Thanks, J!