7 Things to Consider for Appointment Setting Campaigns

Published: Feb. 23, 2016, 9:41 p.m.

b'Appointment setting has actually existed for nearly two decades. Over the last five to seven years, however, it has undergone a dramatic transformation. When appointment setting began, it focused primarily on the business-to-business environment, where an inside or outside sales rep would cold call into an account to set up a face-to-face appointment. Even today, it is common to observe salespeople knocking on the doors of small businesses, trying to drop off their business cards\\u2014whether they are selling copiers or cleaning services or maintenance and repair services. The goal of securing a face-to-face meeting is still quite common today. However, traditional methods of appointment setting require a huge investment of sales resources, and from that perspective these methods are simply not productive anymore. The fact is, traditional appointment setting wastes a lot of money and time today. However, when conceived as the last step of a structured digital prospecting process, appointment setting can be totally reconfigured and drive significant ROI, and it also can substantially increase customer satisfaction.\\nThe future of appointment setting depends heavily on integration with inbound marketing. In other words, successful appointment setting in today\\u2019s marketplace requires a proper balance between inbound and outbound marketing tactics. Appointment setting traditionally has been considered on outbound marketing tactic, but recently it is more common for it to be incorporated as the last step of inbound marketing.\\nFor this article, I\\u2019d like to focus on seven critical principles for making an appointment setting campaign successful:\\n\\n\\n \\tAppointment setting must begin with an inbound marketing approach. Traditionally, inbound marketing refers to the integrated use of search, social media and a website to drive the awareness of prospective buyers and generate interest among those buyers in reaching out to a specific vendor, asking them to initiate contact. This where an integrated appointment setting strategy can drive real results.\\n \\tThe website is your 24x7 salesperson. Traditionally the website has functioned as a summary of what a company does at a high level, with explanations of products and solutions, a section with information about the company\\u2019s office presence and contact information, a description of the leadership team and so on. However, over the past five years or so the company website has morphed into what I would call a \\u201cdigital salesperson\\u201d who can sell on a 24/7 cycle. Most companies that are now focused on content marketing to drive lead generation are using their website as a digital salesperson. What does that mean? Today\\u2019s website is structured to engage buyers at various stages of research that they are undertaking to determine whether or not the vendor can meet their needs. For instance, in a classic scenario the buyer goes through a series of phases on the path to purchase: awareness, interest, trial or demo, engagement with the vendor and procurement\\u2014followed by renewal or repurchase. In the earliest phase where the buyer is developing awareness and interest in a vendor\\u2019s solution, the conversation needs to be very different than in other stages. Traditional appointment setting has done a poor job of addressing the multiple stages the buyer may be progressing through. An effective website, on the other hand, can address those stages with different types of content.\\n \\tSearch is king and queen. After the website, the next most important function for appointment setting is search. Search engine optimization is what actually drives traffic to the website. When buyers begin their journey to look for a solution or pursue an interest, they go online and search using certain keywords. That\\u2019s why a website needs to be fully optimized\\u2014to ensure that when a buyer searches, the vendor\\u2019s name pops up. Ideally it appears on the first page of search results, but it definitely must appear by the second page.'