The Initial Appointment Workshop

This engaging workshop helps sales representatives, account managers, merchant representatives and others excel in their first meetings with potential prospects or clients. The focus is on building rapport, understanding prospect or client needs and setting the stage for a strong new or ongoing relationship.

Course Highlights:

• Strategies for researching potential prospects or existing clients and understanding their needs before the first interaction
• Techniques to make a memorable first impression and establish credibility early in the conversation – a consistent opening benefit statement
• Learn how to truly listen to prospect or client concerns and needs to tailor your approach effectively
• Approaches to develop trust and rapport quickly, making the prospect or client feel valued and understood
• Methods for asking the right questions to uncover the prospect or client’s challenges and goals
• How to articulate your offering in a clear manner that aligns with the needs of the prospect or client and showcases value
• Techniques for addressing concerns and objections with confidence and empathy
• Best practices for securing a commitment to move forward and scheduling follow-up actions

Participants will engage in role-playing exercises to practice these skills in real-time, receiving feedback to refine their approach in a low stress environment.

To reinforce the training, we will conduct two follow-up conference calls post-workshop to review progress and continue skill development.