6 Most Common Appointment-Setting Mistakes to Avoid

Are you frustrated with not getting the results you want from the appointment-setting campaigns you’ve set? Many appointment setters face the same issue. Unfortunately, most marketers and business owners fail to see the mistakes in their process that turn off the customers and result in fewer bookings.

You must check your process for these six common mistakes to improve your results.

1. Engaging the Wrong People

One of the most common mistakes novice sales representatives make is wasting their time with unideal customers.

To avoid this, they must incorporate standards and mechanisms that prequalify their prospects and leads before interacting with them and fixing their appointments.

Another good method is to research their prospects well. Great targeting is half the battle won.

2. Limiting the information you share with your prospects

In dealing with your prospects, always remember that what they want to hear from you is how they’ll benefit from the deal should they engage. You need to convince them first of the advantages the deal will give them before you focus on trying to fix.
While you can skip the details with your current clients since they already know your products and services, the new ones will require more information from you and will expect the details of the services you’re offering before they can make a decision.

3. Not Updating the CRM Records

Failing to update the Customer Relationship Management Record (CRM) is one of the key reasons fixing appointments becomes difficult or impossible sometimes. One of the primary reasons sales representatives overlook the need for CRM updating and maintenance is the excessive burden they have on contact management.

4. Not Sending Reminders for Meetings

Since meetings are a hit-or-miss case, an appointment setter must send reminders for meetings to alert them of the upcoming meeting and increase the chances of them attending it. Appointment setters must be responsible for sending these reminders.

5. Not Enough Calls

There need to be more than ten calls daily to bring about success. Cold calling’s success relies heavily on making faster calls. ideally, you want to make 60-80 faster calls to a well-researched and sorted target list. Making calls between these numbers will help appointment setters generate leads better and faster.

6. Not Getting and Using the Feedback from the Clients

A business’ journey toward improving its service delivery and internal processes is cyclical and never ends. In this journey, an important tool that can be used for improvement is customer feedback. In an appointment setting, customer feedback helps improve one’s appointment-setting skills. 

One must collect feedback from prospective customers regularly about their appointment-setting experience and, if possible, get recommendations on improving the system.


The entire appointment-setting process is complicated. Likely, one’s initial efforts may not result in the desired results. Appointment setting takes time and effort for one to reach their goals. It’s either one who needs to tread the path of gradual improvement, building up from mistakes and trying out new strategies, or following the footsteps of those ahead.

Suppose you’re a business owner. Instead of waiting for your process to improve and get effective, it’s always ideal and practical to get an appointment-setting service from a third-party provider who is more equipped with tools and people and is experienced in the field to aid your business’s success.