Appointment Setter Basics Course: From Cold Calls to Hot Leads

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So, you’re keen on diving into the world of appointment setting? Good on ya! “From Cold Calls to Hot Leads” isn’t just another course; it’s your one-way ticket to becoming a powerhouse in sales, telemarketing, and customer relations. Here’s a sneak peek of what you’ll sink your teeth into.

First up, we’ve got Module 1: The Basics. Don’t snooze, alright? Even seasoned pros need a refresher. You’ll start by cracking the nut of what appointment setting really is and why it’s the bread and butter of sales strategies everywhere. Then we’ll stroll down the lane of role specifics. Just what does an appointment setter do all day, and why does it matter?

Next, we glide into Module 2: Tools of the Trade. Ever heard of CRM software? Get ready to become besties. You’ll also get the lowdown on VoIP, email, and calendar software, making you a tech-savvy operator. Trust me, knowing your tools is like being a master chef in a five-star kitchen.

Ready to dig deeper? Module 3: Sales Strategy is where the rubber meets the road. We unravel the intricacies of the sales funnel, dish out the art of pre-qualification, and you’ll get to find your place in the customer’s journey. Yep, it’s as exciting as it sounds.

Module 4: The Soft Skills turns the spotlight on you. We’ll dissect the fine art of listening—yeah, it’s an art, alright—and guide you through crafting the kind of sales pitches that people actually listen to. But wait, there’s more. You’ll also learn to handle rejection like a champ. No more sobbing into your cereal, promise.

Hold onto your hat, because Module 5: Call Strategies is where you get down to the nitty-gritty. We cover everything from cold calling (not as scary as it sounds) to crafting the sort of script that would make Shakespeare jealous. Learn the secrets of dialing and talking, over and over, without going bonkers.

Alright, nearing the finish line! Module 6: The Finer Points is like the icing on a very elaborate cake. Timing, follow-ups, and securing face-to-face meetings are all on the menu. This module is all about the cherries on top that can make or break your efforts.

Module 7: For the Pros takes you to the next level. Learn the ins and outs of upselling and cross-selling, the metrics that matter, and even how to A/B test your strategies. Yeah, you’ll be so data-savvy that you could give a TED Talk.

Finally, Module 8: Wrapping Up is where we tie a neat bow on everything. You’ll get tips for continuous professional growth and you’ll even get to sound off on what you thought of the course.

So there it is. A jam-packed treasure trove of everything you’ll need to go from zero to hero in the world of appointment setting. What are you waiting for? Jump in; the water’s fine!

Module 1: Introduction to Appointment Setting

1
Lesson 1.1: What is Appointment Setting?
20 minutes
2
Lesson 1.2: The Role of an Appointment Setter in Sales
60 minutes
3
Lesson 1.3: The Ideal Skill Set: A Bird's-Eye View
20 minutes
4
Quiz: Introduction to Appointment Setting
12 questions

Module 2: Know Your Tools

1
Lesson 2.1: CRM Software Part 1
20 Minutes

Master CRM software with our in-depth guide tailored for Appointment Setters. From choosing the right platform to customizing your dashboard and interpreting analytics, we've got you covered. Transform your CRM into a powerhouse for efficiency, data accuracy, and lead management. Become the CRM guru your sales team needs!

2
Lesson 2.2: CRM Software Part 2
30 minutes
3
Lesson 2.3: Basics of VoIP and Telephony
20 minutes
4
Lesson 2.4: Utilising Email and Calendar Software
60 minutes
5
Quiz: Know your tools
12 questions

Module 3: The Sales Funnel and Where You Fit In

1
Lesson 3.1: Understanding the Sales Funnel
60 minutes

Navigate the sales landscape like a pro with our comprehensive guide on understanding the Sales Funnel. From identifying stages to tailoring your pitch and mastering metrics, become the gatekeeper of successful sales journeys. Equip yourself to turn leads into long-term relationships. Ready, set, sell!

2
Lesson 3.2: The Art of Pre-qualification
45 minutes
3
Lesson 3.3: The BANT Framework - A Closer Look
45 minutes
4
Lesson 3.4: Your Place in the Customer Journey
20 minutes
5
Quiz: The Sales Funnel and Where You Fit In
12 questions

Module 4: Communication Skills

1
Lesson 4.1: Effective Listening
30 minutes

Unlock the power of effective listening in appointment setting. Master active and reflective listening, clarify doubts, and pick up on nonverbal cues. Elevate your Emotional Intelligence to understand underlying emotions and validate speakers. Learn when to speak and how to summarize for ultimate communication success. Ready, set, listen!

2
Lesson 4.2: Nailing the Pitch - Part 1
30 minutes
3
Lesson 4.3: Nailing the Pitch - Part 2
30 minutes
4
Lesson 4.4: Handling Rejection Like a Pro
20 minutes
5
Quiz: Communication Skills
12 questions

Module 5: The Cold Call Hustle

1
Lesson 5.1: Cold Calling 101
30 minutes

Unlock the secrets of effective cold calling, from breaking the ice in the first 10 seconds to smoothly navigating past gatekeepers. Master the art of the value proposition, handle objections like a pro, and always end with a clear next step. Become a confident closer and get dialing!

2
Lesson 5.2: Crafting the Perfect Script
60 minutes
3
Lesson 5.3: Objection Handling: Deep Dive!
45 minutes
4
Lesson 5.4: Dial, Talk, Repeat! Tactics for High Call Volumes
45 minutes
5
Quiz: The Cold Call Hustle
12 questions

Module 6: Appointment Setting Strategies

1
Lesson 6.1: The Right Time to Call
45 minutes

Unlock the power of perfect timing in your calls. From navigating time zones to picking the right days and times, this lesson teaches you how to dial at opportune moments. Factor in holidays, lunch hours, and industry-specific events while respecting regulations for a call strategy that hits home.

2
Lesson 6.2: Ethics and Regulations - Don't Be That Guy
45 minutes
3
Lesson 6.3: Follow-ups, The Cherry on Top
60 minutes
4
Lesson 6.4: Locking In That Face-to-Face Meeting
30 minutes
5
Quiz: Appointment Setting Strategies
12 questions

Module 7: Advanced Techniques and Metrics

1
Lesson 7.1: Upselling and Cross-Selling During Appointment Setting
45 minutes

Unlock revenue growth through upselling and cross-selling during appointment setting. This lesson covers the art of timing, reading customer interest, and ethical considerations. Learn how to bundle offers and use CRM data effectively to enhance customer value without pushing too hard. Turn each call into an opportunity.

2
Lesson 7.2: KPIs and Metrics for Success
60 minutes
3
Lesson 7.3: A/B Testing Scripts and Strategies
30 minutes
4
Quiz: Advanced Techniques and Metrics
12 questions

Module 8: Wrapping Up

1
Lesson 8.1: Professional Development Tips
30 minutes

Lesson 8.1 is your playbook for never-ending professional development. It's chock-full of tips, from expanding your reading list beyond sales literature to accruing valuable certifications. Learn to make the most of podcasts, master public speaking, and seek mentorship to become an all-rounded appointment setter.

2
Lesson 8.2: Course Wrap-up and Feedback
10 minutes
3
The Final Exam
20 questions

On completion of this course you will gain access into the Peterson Sales Mastery Course

Enrolled: 170 students
Duration: 25 hours
Lectures: 28
Level: Beginner

Archive

Working hours

Monday 9:30 am - 6.00 pm
Tuesday 9:30 am - 6.00 pm
Wednesday 9:30 am - 6.00 pm
Thursday 9:30 am - 6.00 pm
Friday 9:30 am - 5.00 pm
Saturday Closed
Sunday Closed