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The Pre-Appointment Routine 
Mel Schlesinger
Marketing 
• Gets interest 
and 
appointment 
Pre-First 
Appointment 
• Prospect does 
research 
• Preliminary 
decision 
First 
Appointment 
• Prospect 
makes decision 
• Are you right 
for me 
Second 
Appointment
Your Competitive Advantage 
Is secured by 
your pre-first 
appointment 
routine
From the Hootsuite Whitepaper - Definitive Guide to Social Selling
Corporate Executive Board Study – www.executiveboard.com
Before the decision-maker 
meets with a 
salesperson 
SiriusDecisions – June 2013
Use online resources 
when researching 
products and services in 
their local area before 
making a purchase. 
BIA/Kelsey – March 2010
90% of all B2B buyers 
reported that they begin 
the buying process using 
Search 
Marketo Study
Pre-First Appointment Routine 
• Send a link to client testimonial website 
– Testimonials provide proof that you actually 
deliver the results that you promise 
– You word is irrelevant since the prospect does not 
know you 
– Check out www.testimonialwebsites.com 
• Connect on LinkedIn 
• Send a snail mail “Thank You” for speaking 
with me card 
– Include appointment reminder 
– Check out www.pixingo.com/mels
FOLLOWING THESE STEPS SETS YOU 
APART AND ESTABLISHES YOU AS 
MORE PROFESSIONAL THAN THE 
COMPETITION
If the only thing that you changed was to follow 
this pre-appointment routine you will see a 
significant increase in your closing ratios
Mel Schesinger 
mel@melschlesinger.com 
Calendar: 
http://mels.youcanbook.me

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Win the Sale Before the Sales Appointment

  • 1. The Pre-Appointment Routine Mel Schlesinger
  • 2. Marketing • Gets interest and appointment Pre-First Appointment • Prospect does research • Preliminary decision First Appointment • Prospect makes decision • Are you right for me Second Appointment
  • 3.
  • 4. Your Competitive Advantage Is secured by your pre-first appointment routine
  • 5. From the Hootsuite Whitepaper - Definitive Guide to Social Selling
  • 6. Corporate Executive Board Study – www.executiveboard.com
  • 7. Before the decision-maker meets with a salesperson SiriusDecisions – June 2013
  • 8. Use online resources when researching products and services in their local area before making a purchase. BIA/Kelsey – March 2010
  • 9. 90% of all B2B buyers reported that they begin the buying process using Search Marketo Study
  • 10. Pre-First Appointment Routine • Send a link to client testimonial website – Testimonials provide proof that you actually deliver the results that you promise – You word is irrelevant since the prospect does not know you – Check out www.testimonialwebsites.com • Connect on LinkedIn • Send a snail mail “Thank You” for speaking with me card – Include appointment reminder – Check out www.pixingo.com/mels
  • 11.
  • 12. FOLLOWING THESE STEPS SETS YOU APART AND ESTABLISHES YOU AS MORE PROFESSIONAL THAN THE COMPETITION
  • 13. If the only thing that you changed was to follow this pre-appointment routine you will see a significant increase in your closing ratios
  • 14. Mel Schesinger mel@melschlesinger.com Calendar: http://mels.youcanbook.me