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David Winch's Top Ten Appointment Making Tips
David Winch

Photo by Dianna Bonner of
World Vision Photos

David's Top Ten
Appointment Making Tips

Restorative Therapy for Sales and Marketing

Try these ideas when you next need sales appointments.

  1. Research prospects who fit your definition of your 'ideal customer' - You'll need to phone them, so only collect those with useable phone numbers
  2. Don't believe everything you read in directories - Call to verify the MD's name - Don't try to get the MD on this first call
  3. Don't send anything by post and definitely not by e-mail - You'll need to follow up anyway, so start with the follow-up call!
  4. A couple of days later, call and ask for the MD by name - Know the boundary between tenacity and flogging dead horses - Up to 3 times a day, for up to six or seven days before you stop
  5. When the switchboard ask who's calling, don't just give your name and company.  Instead say:
    "Can you tell him/her it's _____ from _____"
    {Thank you to the marvellous Grant Leboff of
    The Intelligent Sales Club® for that one}
  6. When you're through and you've introduced yourself, ask:
    "Is it convenient to speak for a few moments (not minutes)?"
    - If they say yes, off you go - If they say no, ask when would be a good time to call back.  Either they'll tell you (in which case do so without fail), or else they'll ask what it's all about, in which case off you go!
  7. When you have permission to speak, give your one-breath elevator pitch (you do have one, don't you?) and then say:
    "I was rather hoping you'd be interested in something like that," and then shut up and listen! - Remember: You're only trying to sell the appointment, not your products and services at this stage
  8. If there's any kind of interest, suggest meeting for an hour or so, where you can find out more about each other, you can make suggestions of how you might be able to help, and they can say what they think of them
  9. You may find they ask what exactly you do - This is a sign of interest and not dismissal, so give your 15 second elevator pitch.  One useful structure for this is, "My particular specialism is (their type of company) who are looking for (three things you can help them do better) so that they can (three 'value outcomes' of getting them better) - End with "I don't know which of these are particularly relevant to you", and again shut up and listen - In this way you have created real value in getting together
  10. When you've agreed a date and a time, and ensured all the decision-makers will be there, ask for directions - We all know your satnav will get you there using the postcode, but let them help you and this will already have demonstrated that you can work together to solve problems!

Bonus - #11

  1. Send a short letter in that night's post confirming all that's been agreed, including the length of the meeting

Go on.  Give it a try.  Confidence comes from practise, not further study



David Winch
Pain Relief and Restorative Therapy for Sales and Marketing
Practical Help to Grow Your Business

M: +44 (0)7940 7038985
E: david@davidwinch.co.uk


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David Winch specialises in working with smaller businesses whose Marketing function is not fully effective, with the result that they are worried about meeting their sales and profit goals.  David helps them craft more compelling messages and make better use of the internet, so they get more first appointments, build better strategic alliances and create more effective keep in touch systems.


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