Appointment Setting Skills Webinar

Interactive Live Webinars
Delivered By Teams or Zoom

Make An Enquiry

Appointment Setting Skills Webinar

Interactive Live Webinars
Delivered By Teams or Zoom

Make An Enquiry
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If your role involves setting up appointments for yourself or for someone else then this virtual workshop will provide you with the essential techniques that you need.

You’ll first learn how to identify if you’re being screened by a gatekeeper and the strategies on how to get through them.

Then, once you’re on the phone with the decision maker or relevant person you will discover how to sell the appointment by giving valid reasons and benefits of why you should meet.


By the end of this workshop, you will be able to:

  • Effectively plan and prepare for a calling session
  • Create impactful openings that grab attention
  • Identify and then get through different gatekeeper screens
  • Handle the most common objections you face
  • Sell the appointment rather than sell what you are selling
  • Ensure that the meetings go ahead by using the CEMENT technique

Workshop Outline

Duration: 60 or 120 minute versions (including a short break)

Materials: Virtual handouts provided to work through

  • Objectives of this workshop
  • How should an appointment be set up?
  • What are you currently doing?
  • Pre Call Planning & Preparation
    • Planning your calls and your approach
    • Developing and understanding your framework/call script
  • Opening The Call
    • How to open your calls in the right way
    • How to identify a gatekeeper screen
    • The techniques to use to get through the 2 types of gatekeeper screen:
      • The blind screen
      • The investigative screen
  • Selling The Appointment
    • Transitioning from the gatekeeper to the decision maker
    • Questioning and listening skills
    • Qualifying the decision maker
    • Listening for the hook
    • Selling the appointment and not your product/service
    • How to respond to phrases such as:
      • “I’m not interested”
      • “How much is it?”
      • “What are you selling?”
      • “Tell me now?”
      • “Call me back later”
      • “Send me some information”
      • “I already use someone/something for that”
  • Confirming The Appointment
    • Understanding the costs of a missed appointment
    • How to confirm the appointment in the right way using the C.E.M.E.N.T model
    • What to do immediately after the phone call

Want to know more?

Please speak to one of our team or use our online form to make an enquiry

Online Webinar

We Can Run This Webinar For Your Company Or Fully Customise It To Meet Your Needs

How many staff do you have who need this webinar?

If there are a number of you with the same training requirements, then we can customise this sales webinar to cover exactly the topics that you need.

We can then deliver it to your company on a date and time of your choice.

You can also select the duration that is best for your people too.

Some have 60 to 90 minute webinars and others have sessions that last a day split out into 3 x 90 minute modules. The choice is yours.

Our webinars are run more like virtual classrooms where there is plenty of interaction, polls, discussions, exercises, syndicate work, Q&A and smart whiteboards. Pre-event questionnaires and objectives are sent out to all participants so we understand your individual needs and can factor that into the webinar.

CPD Accreditation

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CPD Certified

The quality of this webinar has been certified by the CPD (Continued Professional Development.) This means that our sales training courses meet their high standards of design and delivery.

All attendees of this webinar will receive a formal certificate from the CPD.

We also offer this programme as a face-to-face telesales course.

Webinar Features

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Pre-Session Activity
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Polls & Questions
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Hand Up Q&A


Relations icon
Interactive Exercises
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Case Studies & Examples
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Recorded For Future Playback


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Delegate Workrooms
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LIVE Presenter
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Post-Session Action Plan


Take Away Actions & Notes
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Embedded Content
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Want to know more?

Please speak to one of our team or use our online form to make an enquiry

custom made

Design Your Own Webinar

We can include any topics that you need to ensure that your webinar is designed around your exact requirements.

Call us on 0333 320 2883 or email us at [email protected] and let us know what you would like to achieve.

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Have You Got Any Training Requirements or Questions?

Our L&D and Training Team are here waiting to help you.

Please call us on 0333 320 2883 or click below.

Make An Enquiry