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How to set appointments by phone
By Harry Mills

The Six Steps to Success

The initial contact with a customer is often by phone. Good salespeople plan their telephone appointments with military precision.

There are six steps to a successful call:

  1. Identify your prospect, yourself and your company. Sound enthusiastic and don't keep your prospect guessing as to what you do.

  2. Develop a dialogue with a referral or a testimonial from a satisfied customer.

  3. Qualify your prospect. Check you have the right decision maker(s) and that there is a realistic possibility of a sale.

  4. Present your sales message. Stress the benefits. Keep your pitch short, punchy and persuasive.

  5. Overcome the objection. Acknowledge the objection before responding calmly with a well-though-out, concise answer.

  6. Request an appointment. Propose a time or give the prospect a choice of two positive alternatives.

But remember nothing will happen unless you:

  • Do your homework. The quickest way to build credibility with a customer is to show them you are an expert on their industry.

  • Sell your Unique Selling Point (USP). Focus on what makes you different from your competitors.

  • Don't reveal too much. Your goal is to get an appointment. If you say too much on the phone, there will be no need to see you.

  • Speak clearly, carefully and confidently. Uncertainty and timidity are conversation killers.

  • Do not cradle the telephone receiver between your ear and shoulder. It strains your vocal cords and affects your delivery.

  • Prepare a list of answers to your most common objectives. Then rehearse them until your answers sound spontaneous and natural.


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