Appointment Setting &
Sales Process Optimization

Improve conversion rates and appointment quality through structured systems and disciplined execution.

• How You Present Yourself
• What is a Team?
• Understanding Metrics
• Territory Management
• Presentation Skills
• Defining a “Buyer”
• Sales Call Preparation
• Setting the Stage
• Probing/Listening Skills
• Solution-based Selling
• Role Playing
• Scheduled Sales Calls/Territory Ride-alongs
• Professionalism/Next Steps With Customer
• Setting Buyer Expectation
• Customer Follow up
• Communication With Operations/Fabrication/Suppliers