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Example of a First Sales Appointment
Background
OPEN
ABOUT US
CLOSE
ABOUT YOU
10 minutes
COLD APPOINTMENT WARM APPOINTMENT
VS
More likely with outbound
appointment setting
More likely with inbound
leads
OPEN
ABOUT US
CLOSE
ABOUT YOU
MEETING STRUCTURE
OPEN
ABOUT YOU
CLOSE
ABOUT US
RECOMMENDED STRUCTURE
OPEN ABOUT US CLOSE
ABOUT YOU
This is more of a networking
meeting.
OPEN
• I am not sure if you need the help we provide.
• So our goal is just to to learn a little more about
you and for share a little information about us.
• That way we can keep each other in mind and
if it ever makes sense for us to talk in more
detail, we can reconnect at that point.
OPEN ABOUT US CLOSE
ABOUT YOU
• How is your day going so far?
• Where are you based? (if virtual appointment)
• [Ask a question regarding the weather, sports, recent current event, etc.]
• What is your role?
• How long have you been working here?
• What did you do before this?
• Where are you from?
• What do you like most about what you do?
• I know why I wanted to meet with you. Is there anything that motivated you to want to meet with
me?
• [Share agenda for meeting] Does that match up with your expectations for this meeting?
• Is there anything in particular that you are hoping to get out of this meeting?
• Do you have a hard stop for this meeting?
OPEN ABOUT US CLOSE
ABOUT YOU
Slide 1 – Our products and
services
Slide 2 – Our clients
ABOUT US
• Our products and services
• Improvements we can make (Benefits)
• How we differ (Differentiation)
• Some details about us (Interesting company
facts)
• Impacts of doing nothing (Pain Points)
• Customer examples (Name Drop)
OPEN ABOUT US CLOSE
ABOUT YOU
And I would like to learn more
about you.
What is your long-term goal?
Are you looking to add a CFO?
ABOUT YOU
• Pain questions
• Current state questions
• Desired state questions
• Organization questions
• Need to purchase questions
• Ability to purchase questions
• Authority to purchase questions
• Intent to purchase questions
OPEN
ABOUT YOU
CLOSE
ABOUT US
RECOMMENDED STRUCTURE
DISCOVERY
CLOSE
Current State Questions
Pain Questions
Desired State Questions
Current State Questions
Pain Questions
Desired State Questions
Need to Purchase
Ability to Purchase
Authority to Purchase
Intent to Purchase
Organization Questions
Mini Close
OPEN ABOUT US CLOSE
ABOUT YOU
Would it be OK if I check back in
with you down the road?
CLOSE
• What are your thoughts on what we have
discussed so far?
• What would you like to do next?
• What direction would you like to go form here?
• Do you want to continue talking about this?
• When would it make sense to talk again?
• What does the path forward look like?
PRODUCT TARGET VALUE PAIN QUESTIONS
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
NAME DROP PRODUCT
Building Blocks
Cold Call Script
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
NAME DROP
PRODUCT
OPEN
CLOSE
VALUE
POINTS
PAIN POINTS
CURRENT
STATE
PRODUCT
PAIN
QUESTIONS
DISCOVERY
INTRO
CLOSE
CURRENT
STATE
PAIN POINTS
PRODUCT
NAME DROP
First Appointment Script
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Comment
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SMART
Sales
System
S
M
A
R
T
ales
essaging
nd
esponse
actics
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
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Example of a First Sales Appointment

  • 1. Example of a First Sales Appointment
  • 4. COLD APPOINTMENT WARM APPOINTMENT VS More likely with outbound appointment setting More likely with inbound leads
  • 5. OPEN ABOUT US CLOSE ABOUT YOU MEETING STRUCTURE OPEN ABOUT YOU CLOSE ABOUT US RECOMMENDED STRUCTURE
  • 6. OPEN ABOUT US CLOSE ABOUT YOU This is more of a networking meeting. OPEN • I am not sure if you need the help we provide. • So our goal is just to to learn a little more about you and for share a little information about us. • That way we can keep each other in mind and if it ever makes sense for us to talk in more detail, we can reconnect at that point.
  • 7. OPEN ABOUT US CLOSE ABOUT YOU • How is your day going so far? • Where are you based? (if virtual appointment) • [Ask a question regarding the weather, sports, recent current event, etc.] • What is your role? • How long have you been working here? • What did you do before this? • Where are you from? • What do you like most about what you do? • I know why I wanted to meet with you. Is there anything that motivated you to want to meet with me? • [Share agenda for meeting] Does that match up with your expectations for this meeting? • Is there anything in particular that you are hoping to get out of this meeting? • Do you have a hard stop for this meeting?
  • 8. OPEN ABOUT US CLOSE ABOUT YOU Slide 1 – Our products and services Slide 2 – Our clients ABOUT US • Our products and services • Improvements we can make (Benefits) • How we differ (Differentiation) • Some details about us (Interesting company facts) • Impacts of doing nothing (Pain Points) • Customer examples (Name Drop)
  • 9. OPEN ABOUT US CLOSE ABOUT YOU And I would like to learn more about you. What is your long-term goal? Are you looking to add a CFO? ABOUT YOU • Pain questions • Current state questions • Desired state questions • Organization questions • Need to purchase questions • Ability to purchase questions • Authority to purchase questions • Intent to purchase questions
  • 10. OPEN ABOUT YOU CLOSE ABOUT US RECOMMENDED STRUCTURE DISCOVERY CLOSE Current State Questions Pain Questions Desired State Questions Current State Questions Pain Questions Desired State Questions Need to Purchase Ability to Purchase Authority to Purchase Intent to Purchase Organization Questions Mini Close
  • 11. OPEN ABOUT US CLOSE ABOUT YOU Would it be OK if I check back in with you down the road? CLOSE • What are your thoughts on what we have discussed so far? • What would you like to do next? • What direction would you like to go form here? • Do you want to continue talking about this? • When would it make sense to talk again? • What does the path forward look like?
  • 12. PRODUCT TARGET VALUE PAIN QUESTIONS
  • 14. Cold Call Script VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT OPEN CLOSE
  • 16.
  • 18. Follow Us @salesscripter / @sales_halper @salesscripter / @michael_halper @salesscripter www.linkedin.com/in/mhalper/ @sales_halper
  • 20. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 21.
  • 22. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 23.
  • 24. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 25.
  • 26. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 27.
  • 28. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 29. Get your copy here https://www.amazon.com/dp/0578615762