An Interview with an Appointment Setter

I recently talked with the appointment setter of a CPA on the east coast about how she approaches her outbound calling across her business lists.  Ask I asked her about different aspects of her appointment setting activities, here is what she said she does and how she approaches people she talks to:

 

 

How the call starts when someone answers the phone:

 

 

How she approaches someone who sounds somewhat but not completely interested:

 

 

When does she ask for emails to send out information to people:

 

 

Asking for emails from people who say NO they’re not interested:

 

 

How has getting appointments compared this year to previous years activity: