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How to Schedule a Sales Meeting Successfully in 2021 (+Templates)

How to Schedule a Sales Meeting Successfully in 2021 (+Templates)
Jenny Keohane
Jenny Keohane

Jenny Keohane

10 min read0 reads
Meetings, Sales Prospecting, Tools 

Contents

  1. How to Propose a Sales Meeting Via Email
  2. When to Send Your Meeting Requests
  3. How to Find the Best Time to Meet
  4. What to Include In Your Calendar Invitation
  5. What to Include In Your Meeting Reminder
  6. How to Follow Up on a Sales Meeting
  7. Conclusion

Sales meetings can’t happen without an effective meeting scheduling process in place.

In today’s hyper-competitive landscape, there are many moving pieces to not only booking a meeting but ensuring the prospect shows up.

The correct process significantly increases the number of meetings booked and lowers your chances of no-shows. Let’s take a look.

In this article, we’ll look at the right formula for proposing a sales meeting, how to schedule meetings for both Outlook and Gmail, reminder email templates, effective calendar invites, and more. 

Here’s what we’ll cover:

How to Propose a Sales Meeting Via Email

There’s no question that the hardest part of the meeting scheduling process is getting prospects to agree to meet with you in the first place.

Unlike recurring meetings, sales meetings require a meeting request email (an email sent to a lead/prospect asking for a meeting).

To get a meeting booked, you must demonstrate value, engage the prospect, and get them to take action.

How to schedule a meeting via email:

  1. Write an engaging subject line
  2. Introduce yourself
  3. Provide value behind your offering
  4. Explain why you want to meet
  5. Request a time or send a calendar link
  6. Provide a CTA/next steps

And if your initial message doesn’t resonate, it’s important to always follow up.

Here’s an effective sales formula for scheduling meetings:

Attention — Grab the reader’s attention.

Interest — Make it personal to engage their interest.

Desire — Build desire for what you’re offering.

Action — Ask for a meeting.

how to schedule a sales meeting: email formula/template

Here’s this formula in an easy-to-use template (with merge fields and drop-downs):

Hi {!First name},

Are you interested in saving your company an extra {!stat} a {!day/week/month}?

Companies like {!Customer name} are doing just that by enabling {!Product/serive} to better their {!outcome}.

In addition to saving time, our clients have reported {!stat 1}, {!stat 2}, {!stat 3} with our {!feature}.

I’d love to schedule a time to chat and show you how {!Product/service} can help {!Company} achieve similar results. Do you have some time to connect this week?

{Insert calendar link}.

Looking forward,

For more templates that’ll help you book more meetings, here are 20 prospecting email templates.

pencil-altType it once, save for re-useEmail templates that live in your inbox

When to Send Your Meeting Requests

Sending your meeting requests/invites at the right time will significantly boost the likelihood of getting those meetings locked in on both you and your recipient’s calendars.

In a recent meeting schedule emails study — we found that the best time to send your meeting invite is 2 PM. This time results in the most meetings booked, based on 180,000 data points.

how to schedule a meetingObserving the data:

  • 2 PM is the best time to send your meeting invites
  • The second-best time is 11 AM
  • And the worst time is before 9 AM

best time to send your meeting invites

In the study, we also found that the best weekday to send meeting invites is on Monday. Meaning on this day of the week, your meeting request emails are most likely to result in meetings booked.

On Mondays, professionals aren’t as overwhelmed with meeting requests as the rest of the week but are still maintaining booked meeting activity.

The sweet spot: Send your meeting request emails on Monday at 2 PM.

How to Find the Best Time to Meet

Now that you’ve effectively sent your meeting request out, how do you find the best time to meet?

The best answer: a meeting scheduling tool.

Let’s face it; working professionals are busy. There’s no time for back-and-forth emails to find a time that works for the both of you. Unless you can physically sit next to each other and look at one another’s calendars, a scheduling tool is necessary.

Let’s look at Yesware’s Meeting Scheduler tool.

Meeting Scheduler eliminates the back-and-forth by creating a scheduling link you can send to your recipients, which allows them to book meetings directly on your calendar. 

The tool has calendar integrations with Outlook and Gmail. Let’s take a look.

How to Schedule a Meeting Using Meeting Scheduler

First, customize your meeting link and meeting details.

You can edit the display name, welcome message, meeting link text to display, custom calendar link URL, video conferencing (Zoom or Microsoft Teams link), etc.

meeting scheduler tool

You can also create various meeting types that have their own custom links: intro calls (30 mins), demos (60 mins), etc.

meeting types

And for each of these meeting types, you can customize the name, duration, location, meeting description, meeting link text to display, URL of meeting, etc.

meeting type details

Now that these are set, you can insert your link into an email, template, or campaign — for both Outlook and Gmail:

Meeting Scheduler for Outlook and Gmail

When your recipients click on the link, they’ll be able to choose the meeting time based on your availability.

how to schedule a meeting

Once your recipient books the meeting, you’ll get a confirmation email, and the meeting will auto-populate on your Google calendar or Outlook calendar.

It’s as easy as that.

Tip: If you don’t have a meeting scheduling tool, it’s helpful to provide various meeting option times to give your recipient flexibility based on their schedule.

calendarBook more meetingsGet Meeting Scheduler in your inbox today

What to Include In Your Calendar Invitation

The last thing you want is your attendee looking at their calendar and thinking what’s this meeting about again?

That’s why it’s necessary to include a description of the meeting in your calendar invite.

Your calendar invite should include:

  • Location/dial-in information
  • The purpose of the meeting
  • Agenda
  • Contact information

Here’s an agenda example:

Proposed Agenda:

  1. Company Goals & Initiatives
  2. Overview
  3. Next Steps

According to studies, 89% of people cited poorly organized meetings as a key annoyance/irritation in their workdays.

So, it’s important to not only provide prospects with a clear agenda but to follow it and ensure the meeting is just as beneficial to your attendee as it is for you.

What to Include In Your Meeting Reminder

Unfortunately, just because the meeting is on your calendar doesn’t mean the prospect will show up.

The steps you take leading up to the meeting will help decrease the chances of a no-show.

One of the best ways to do this is to send a meeting reminder. This will ensure the recipient is 1) prepared and 2) ready to show up.

Here’s an example of an in-depth meeting reminder that reviews the meeting topic, goal, and agenda:

meeting reminder template

Here’s the reminder email template:

Hi {!First name},

Looking forward to meeting today at {!time}. Details below:

Topic: {!What will be discussed}

Why: {!Because ___}.

Goal: {!To ___}.

Dial-in: {!Delete if unnecessary}.

Questions/Concerns to Address:

  • {!Item 1}
  • {!Item 2}
  • {!Item 3}

Thanks, and see you in a few!

If you want to send a shortened version of a meeting reminder that simply reminds the recipient of your meeting, here’s an example:

meeting reminder template 2

Simplified reminder template:

Hi {!First name},

Looking forward to our call today at {!time}. Can’t wait to show you how {!Product/service} can help {!Company} achieve {!results}.

If that time no longer works for you, please let me know so that we can reschedule.

Talk soon,

If you’re looking for more ideas for your reminder email, here are some other common points to touch on:

  • Time zone information
  • What your prospect might need to prepare
  • Meeting date, start time, end time
  • Presentation/document to review ahead of time
  • Call-in instructions and meeting id

mailAutomate your remindersSchedule personalized meeting reminders ahead of time

How to Follow Up on a Sales Meeting

When you’re done with your sales meeting, it’s important to send an email thanking your meeting attendee/s for their time.

The best meeting follow-ups include meeting details and next steps as well.

The key here is to do the work for them. Recap everything, so all they need to do is confirm that 1) they received your email and 2) your summary is accurate.

Here’s a sales meeting follow-up template:

Subject Line: Meeting Summary + Next Steps

Hey {!Company name} team,

Great meeting with you today — thank you for your time and for having us {!come by the office/share in a discussion}.

I’m looking forward to talking again on {!Agreed upon date}. I’ll send you a calendar invite for that shortly.

Lastly, can you confirm that I recapped our discussion accurately?

Your Current Initiatives / Priorities / Goals:

{!Priority 1}

{!Priority 2}

{!Priority 3}

Agreed Upon Next Steps:

{!First Action + Date} – {!Owner 1}

{!Second Action + Date} – {!Owner 2}

Best,

Conclusion

There are a lot of moving pieces when it comes to scheduling sales meetings.

But there are various tools and techniques out there to help you minimize the work behind running smooth and effective meetings.

If you take the recommended steps above and ensure the meeting is run thoroughly with the focus on your prospect, you’ll undoubtedly see an increase in sales and a decrease in no-shows.

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