How to book more meetings in 2023

Scheduling meetings can be daunting for sales reps. Learn how to level up your meeting-booking game in the new year. 

Shelly Weaver
Shelly Weaver
December 6, 2022
min read
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Booking meetings is arguably one of the most important steps in the sales process–getting face time with your buyers is key to building the rapport and trust you need in order to move them along in the deal cycle. Whether you’re meeting in person or virtually, you have to show up prepared, informed, and with a tailored agenda to make sure your buyer leaves wanting more. 

Now, booking meetings is more challenging than ever. Buyers like to do their own research, and with marketing budgets tightening up, it can be tough to get face time with buyers. 

We’ve got 5 tips to help you book more meetings in 2023.

1. Know your stuff

Cold emails and calls are necessary, but if you aren’t showing up to your buyer with a hyper-personalized and informed experience, they aren’t going to bite. Everyone’s inbox is flooded with hundreds of the same templates–you have to know your buyer to stand out.

Research is key. Leverage LinkedIn–who is your buyer connected to? What’s their latest big achievement? Maybe they participated in a webinar recently or a conference. You can get to know how they think and how they approach their role in order to connect with them on their actual needs. 

Don’t forget to social media stalk. If they share their interests publicly (hobbies, sports teams, favorite musicians), use that to catch their attention. Don’t force it, no one loves a fake fan, but use your research to create authentic, human connections with your buyers. 

2. Be consultative, not cocky

Sales pitches can come off the wrong way and leave a bad impression when you’re overly confident–you want the buyer to trust you, and believe in you, but you don’t want to overdo it. 

It’s all in the approach. 

Knowing that your product solves a real, valid pain point for a buyer and being enthusiastic to help them overcome their challenges comes across well when you’re building authentic connections with buyers. Keep this mindset as your focus when you address objections and competitors. Be careful not to blow off concerns, and genuinely empathize with your buyer’s hesitations. 

3. Know when to pull the trigger

Don’t kick off the conversation asking for a meeting–buyers need time to warm up and feel like they know what they’re going into. If you’re too pushy, it can read as desperate, and no one wants to book with someone who doesn’t seem confident and relaxed. 

Focus on these two things: 

Active listening

Successful salespeople are incredibly active listeners. Don’t listen to respond, listen to comprehend, and make sure you’re making the buyer feel heard and understood. Pay close attention to what they say, and what they aren’t saying in order to better understand their needs and the challenges they’re up against. 

Pacing yourself

Manage the flow of your conversations carefully. Your first few contact points should focus on triggering the buyer’s interest, and hearing them out. Before you even ask for the meeting, make sure that you have a thorough understanding of their needs and how your product addresses them. Spend time providing thoughtful interactions, content and case studies that address their concerns, and educating them before you jump into the meeting ask. 

4. Craft your ask

Don’t just shoot your buyer an email inviting them to book a meeting–wait until you’ve made enough of an impression that you think the buyer trusts you, and has a good enough idea of what you’re selling that they are ready to start talking details. 

Remember to be respectful of your buyer’s time. Don’t book an hour-long call when you really need fifteen minutes to better hash out their needs. Practice your pitch so it’s concise and effective, and leaves the buyer with enough information to decide if they want to move forward to longer, more in-depth conversations. 

Make sure that you have a plan for follow-up, as well. Once that meeting ask is out, don’t hammer them with reminders, but you also need to stay top-of-mind. Have useful content for them to check out at the ready, or give them a little nudge on LinkedIn by commenting on an article they share. 

Don’t be relentless, be engaged and memorable. 

5. Make scheduling the meeting insanely easy

Here’s the kicker–if you’re doing all the hard work to get a buyer interested in meeting, and then making them jump through hoops or back-and-forth emails to schedule it, you’re losing them. 

Using a meeting scheduling tool with a simple, easy interface is key to getting that meeting across the finish line. It needs to be clean, efficient and done in as few clicks as possible. The moment you have to take your buyer to a calendar, or another window, or bounce them back to a different team due to timezones, you’re out. 

Remove every possible point of friction by using the right tech.

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