Sales Appointment Booking

There are multiple ways and processes to generate sales meetings for B2B companies. One is email marketing & another is LinkedIn marketing. We use both ways and processes to generate sales meetings. Let’s setup, design, and deploy your sales appointment booking processes from start to finish.

Strategy setup for lead generation and list building.
Identify the best companies based on targeted industry, employee size revenue location, equity, etc.
Research prospects and contacts based on targeted function, designation and titles, etc.
Scrap direct business email and phone using scraping tools.
Validate bulk email using email verification tools.
Segment the company, company & lead list based on targeting, outreach strategies, etc.
Reporting & CRM updates for scrapped leads & contacts.

Create a sub-domain for bulk emailing.
Email Authentication: Ensure authentication methods to avoid email spoofing, phishing, and spam. This ensures a more secure and trustworthy email environment.
Setting up SPF, DKIM, and DMARC records: This involves configuring DNS records for your domain to enable these authentication methods.
Automation Tool Setup: Setup & integrate automation tools and sending ESP.

Create Email Templates and Sequences: Define the purpose, identify the goal & understand the audience.
Create Subject Lines: Based on the targeted audience create multiple subject lines between 40-50 characters.
Personalization: Personalize email sequences by first name, company, industry, and other fields.
Avoid Spam Triggers Keywords: Check spam triggered keywords for subject lines and email templates using spam keyword checker tools.
Reply Management Template: Create templates for positive, negative, future, meeting, and warm replies.

Strategy: Create the email marketing strategy according to business type and marketing goals.
Domain & Email Account Warmup: Start emailing with low volume, gradually increase volume and maintain consistency.
Email Campaign Setup: Setup, design, and deploy email marketing campaigns from start to finish,
A/B Testing: Test various email subject lines and templates to review and optimize open, click, and reply rates.
Tracking & Analytics: Setup email campaign tracking, analytics & metrics to review the ROI.
Monitor Deliverability & Performance: Continuously monitor sending IP address, sender domain, spam issues, bounce rate, email content, and recipient behavior.

Send auto connection requests to 2nd and 3rd-degree connections.
Drip or message campaigns with follow-ups to 1st-degree connections.
We can use some 3rd party tools like Linkedhelper, Intouchtool, Linked-assist, etc.

Reply Management: Personalized reply and follow-up to positive, negative, future & meeting responses.
Reply Followup: Follow up with customers until schedule a phone call or online meeting.
Schedule Meeting: Schedule meetings with prospects who are interested in learning more about services.

Manage data for new and prospective clients within CRM and project management tools.
Ensure all leads and tasks are listed, information is accurate and documents are attached.
Update CRM which is converted as a sales lead and opportunity.
Work on daily to-do’s based on the project management tool’s schedule.