Guide To Become a Successful Virtual Assistant Appointment Setter

Categories: Uncategorized740 words

Virtual assistant appointment setter regardless of the different types of business, your client operates, as a virtual assistant,  you would most likely spend a significant amount of time making appointments for them or on their behalf.

In this article, you can learn the tips and guides that could help expand your knowledge and perfect your abilities in scheduling more appointments as a salesperson, bookkeeper, or Virtual Assistant Appointment Setter.

What Is An Virtual Assistant Appointment Setter?

An appointment setter is a virtual assistant who takes a series of steps to set up a meeting for the sales team and a potential lead within a firm typically as a sales development representative. They usually work in sales teams for a variety of firms in a variety of sectors, following the procedure script with the goal of setting up appointments for corporate sales personnel to make sales or generally generate leads in the items or services offered. 

Virtual Assistant Appointment Setting Guide


Create an Agenda

A virtual assistant should review CRM tasks, send e-mails, track statistics, and make calls. To better keep track of all the tasks is to make a timetable or agenda with time slots for different activities. When creating a schedule, keep the different time zones of your leads in mind.

Listen and Establish Rapport

Being able to hold a smooth conversation is one of the necessary abilities for an appointment setter. A good virtual assistant would demonstrate the value of your client’s services. Always ask pertinent questions to identify particular pain spots, and, most importantly, listen to what a lead has to say.

To build a good rapport with clients, an upbeat voice could help and, in certain cases, remove sales obstacles before they emerge.


Deals With Sales Objections And Rejections

During prospecting, objections will surface. Sometimes leads don’t have enough time or believe your services aren’t necessary for their company. When a professional appointment setter recognizes an opportunity to overcome an objection to an opportunity, he or she takes advantage of it.

Reminds And Follows-Up

The day a virtual assistant set for a B2B sales appointment is not always a guarantee. Every organization keeps track of the no-show rate, and one approach to avoid it is to send a reminder to all the attendees prior to the appointment. A reminder email that was sent a few hours before should suffice, however, each outbound campaign is different.

A smart appointment setter is likewise not easily discouraged. After the initial contact, an effective lead generation campaign would normally have at least a couple of waves of follow-up emails. However, many sales representatives do not respond to unpleasant or unusual communications. Every response is an opportunity.

Pitches Perfectly

An appointment setter should be thoroughly aware of the value proposition and its influence on a potential customer’s business in order to develop a strong sales pitch. Make your elevator pitch succinct yet with significant value. Avoid being pushy. Being salesy is not a trend you want to follow.

Tips for Improving Your Appointment Setting Ability



Training takes time to ramp up, so be sure to take time to properly train yourself by providing buyer personas, as well as educating them on your services and value offer. Provide all details that may be utilized for prospecting and inform them about the unique aspects of your company’s sales procedure.


Allow yourself to develop. Analyze your progress and adapt to your past mistakes to improve your performance. Inform them that there are elders available to assist them with any problems that may occur.


Business-to-business appointment setup is a time-consuming and labor-intensive procedure. Make sure you recognize the efforts that have gone into your company’s success.

Offer How to Become a Virtual Assistant
 Guide To Become a Successful Virtual Assistant Appointment Setter

If you are interested in becoming a virtual assistant, fill out this form and submit your resume. We offer paid training and operational support to our pool of virtual assistants. You’ll also receive advice from our coaches and get access to our client profile.

We are currently hiring for the Executive Virtual Assistant (EVA) and Inside Sales Associate (ISA) roles. Previous virtual assistant experience is not required, but at least six months of call center experience is required.

Learn More About Becoming a Virtual Assistant:

Related articles