5 Tips to Develop Your Appointment Setting Skills

Regardless of the type of business or industry that you’re in, you’re sure to have spent some time making appointments. Whether for group meetings, one-on-one conversations, legal matters and job interviews, appointment setting is a very big part of how employees and businessmen keep their lives organized.

If you’re having a spot of trouble keeping your appointments organized, here are some appointment setting tips you’re sure to learn a thing or two from. If you need further help, consider a hiring a company to help with appointment setting services.

Determine Your Agendas in Advance
Knowing what the meeting will be about and how long it will last in advance makes your appointment a lot less messy—that is of course, assuming you can stick to your planned agenda. In any case, planning ahead is the best way to be organized when you’re running on a tight schedule. Moreover, setting an agenda is the best way to determine when a meeting should end, and how to keep it on track.

Offer Options
Before setting an appointment, pick options for times, dates, and present it to the other party. This saves you time that would’ve otherwise been spent discussing available times to set a meeting or discussion. This is crucial when large groups are concerned, as it’s very likely individuals in the group will be in conflict with one or two options.

Do you Really Need a Meeting?
Many people often make the mistake of setting appointments for trivial and simple matters such as distributing documents, issuing a company statement and more. Before you go ahead and set an appointment, think first if there are other faster and more convenient ways to get the job done without calling for a meeting. If it’s a simple document that needs approval for example, why not send the document ahead and call a meeting if any discussions are needed?

Do Away with Travelling
Travelling is the biggest time waster when it comes to appointment setting. Meetings take up time because both parties have to travel to the office, a coffee shop or any other meeting place to discuss matters at hand. If face-to-face meetings are required, meet halfway or find some place convenient for everyone. Better yet, do away with the personal meeting entirely and set up a phone or video conference instead. The internet is there for a reason. Explore your options to save time and money.

Find the Line between Business and Personal Matters

Many of us often make the mistake of doing everything at once in a meeting, and that includes discussing personal matters. If you have a tight schedule, loading non-business matters into a business meeting can be detrimental and could take up too many hours of your time. Separate personal matters and business if you want to stay organized.

Mark Doyle is a freelance writer who writes about lead generation companies.


  1. The information here about improving the Appointment setting skill was really very useful and informative.

    appointment setting



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Oracle Apps Guy: 5 Tips to Develop Your Appointment Setting Skills
5 Tips to Develop Your Appointment Setting Skills
Oracle Apps Guy
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