6 skills of a Successful Appointment Setter

Who is an appointment setter?

An appointment setter is a professional who sets appointments between the sales team and the leads or potential customers. They ensure that teams successfully conduct meetings with the prospects.

What does an appointment setter do?

The major goal of an appointment setter is to handle all the leads that are coming into the business and turn them into appointments. They do so by calls and follow-up calls and asking them questions. Then they book a time with those leads and update them on the calendar. Later, these leads are converted into deals and customers by the business.

They also perform outbound activities like emails, text messages, cold calls, Social Media DMs, and LinkedIn to develop the business and its growth. Then they try to engage those people and convert them into leads.

Appointment setting skills 1 to 6

Here are 6 skills of an appointment setter and how they can be successful in what they do:

1. Time Management

An appointment setter conducts several daily tasks, including setting appointments, calling the prospects and the sales team, updating calendars, and more. Thus, an appointment setter must have good time management skills and can perform all the tasks accurately and timely.

2. Should know how to filter clients

An appointment setter deals with several potential clients a day. Some have a high chance of closing the deals, and some want to check on some facts and numbers. So, an appointment setter must know how to choose the interested ones so that the sales team saves more time.

3. Handle Objections

Clients often object when an idea is presented and try to avoid the services as they consider it an added cost. An appointment setter should be able to defend the client’s objection on point and present the services as an advantage to their business.

4. Present a perfect pitch

An appointment setter should be able to present the business in such a manner that the client realizes how vital it can become for their company and how the services will benefit them. A perfect pitch gives the client a brief idea of the services in a short time, and it becomes easier to convince the prospect.

5. Follow-up calls

A prospect is not convinced in one simple call, and the appointment setter might have to face rejection in the initial calls. The clients must be contacted again via different platforms like emails and social media.

6. Rapport Building

An appointment setter is the company’s representative as they are the initial point of contact for the company. They must be friendly and listen to the client patiently. They must allow the client to ask questions and carry on the conversation to deepen the client’s interest.

Tips to Improve Your Appointment Setter Skills

1. Allow them to grow and consider their inputs

Allow your appointment setters to give their ideas and implement them if you think they are beneficial. This allows the appointment setter to grow, their self-esteem increases, and they tend to perform better.

2. Motivate them

An appointment setter invests a lot of time, resources, and ideas to create the best results. Acknowledge their efforts and motivate them when they achieve a target.

3. Educate them about your business

An appointment setter can represent you successfully only when they know your services. This allows them to face the objections of the leads and answer them. Give them some insights into the business so they can present your services’ benefits to the client.