When You Should Be Setting Appointments

This is the second in the series on making appointments. Each installment includes actions for both sales associates and sales managers.

One of the many advantages of making appointments is that you can decide when they happen. Rather than keeping your calendar open, begin to plan your schedule around the appointments you intend to set.

Appointments are best made during lower showroom traffic times—and at times that are naturally conducive to meeting:early morning, lunch time, and the end of the day.

These are times most clients can work around, making it easier for them to accept one of the options you offer.

Sample Weekly Appointment Schedule

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By blocking these times on your calendar, you can better plan the other sales activities you need to execute.

These are the times you offer to your customer or client—instead of asking them when they are available.

Use the repeat function on each appointment time with no end date. When you schedule with a client, select “for this event only,” and that same time will remain available for future weeks.

For Sales Associates

Begin by planning five 60-minute time slots each week for appointments.

Use your calendar so you can easily move them if needed and send invitations to anyone who should be included.

For Sales Managers

Look for scheduled appointments during your one-on-one coaching meetings.

Be the example of making appointments that you want your team to follow.

Now, go get organized for appointments.

APRIL SALES SKILLS SERIES: The Art and Discipline of Making Appointments

Wednesday, April 22 · 3–4 PM EDT · Live on Zoom

Appointments drive your pipeline, and when they aren’t happening consistently, everything slows down.

In this month’s free Sales Skills training, we’ll talk about the language that helps customers say yes to next steps, how to secure appointments with clarity and confidence, how to reduce cancellations and no-shows, and why strong appointment-setting naturally increases order size and speeds up the sale.

If you want a more predictable calendar and stronger results, this session will give you practical tools you can use right away.

oxo,

Jody