{"id":1437,"date":"2020-08-17T16:43:16","date_gmt":"2020-08-17T13:43:16","guid":{"rendered":"https:\/\/taskeo.co\/blog\/?p=1437"},"modified":"2021-02-01T12:18:44","modified_gmt":"2021-02-01T10:18:44","slug":"virtual-sales-appointments","status":"publish","type":"post","link":"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/","title":{"rendered":"Virtual Sales Appointments: 15 Best Practices"},"content":{"rendered":"\n<p>Online businesses play according to different rules. What\u2019s new and strange to others, for them makes a regular industry occurrence. Example? Virtual sales appointments.<\/p>\n\n\n\n<p>Getting on a video call to sell your products or services seems like a crazy idea for those companies which haven\u2019t done it before.<\/p>\n\n\n\n<p>You may be used to traditional, face-to-face sales meetings. But if there\u2019s a good moment to try out selling through virtual appointments, then that moment is now.<\/p>\n\n\n\n<p>Today, we\u2019re coming to you with a comprehensive beginner\u2019s guide to virtual sales appointments. In the article below, we\u2019ll run you through everything you need to know to get started with online sales meetings.<\/p>\n\n\n\n<p>Interested in learning what to do before, during and after a sales meeting? Keep on reading.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/replug.link\/4ba84c40\"><img loading=\"lazy\" width=\"645\" height=\"225\" src=\"https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/10\/taskeo_appointment_scheduling.png\" alt=\"\" class=\"wp-image-1541\" srcset=\"https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/10\/taskeo_appointment_scheduling.png 645w, https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/10\/taskeo_appointment_scheduling-300x105.png 300w\" sizes=\"(max-width: 645px) 100vw, 645px\" \/><\/a><\/figure><\/div>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_17 counter-hierarchy counter-decimal ez-toc-white\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" style=\"display: none;\"><i class=\"ez-toc-glyphicon ez-toc-icon-toggle\"><\/i><\/a><\/span><\/div>\n<nav><ul class=\"ez-toc-list ez-toc-list-level-1\"><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Why_Virtual_Sales_Appointments\" title=\"Why Virtual Sales Appointments?\">Why Virtual Sales Appointments?<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Reason_1_Theyre_Easier_to_Arrange\" title=\"Reason #1: They\u2019re Easier to Arrange\">Reason #1: They\u2019re Easier to Arrange<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Reason_2_You_Can_Schedule_More_of_Them\" title=\"Reason #2: You Can Schedule More of Them\">Reason #2: You Can Schedule More of Them<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Reason_3_You_Can_Go_Global\" title=\"Reason #3: You Can Go Global\">Reason #3: You Can Go Global<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Reason_4_Record_And_Analyse\" title=\"Reason #4: Record And Analyse\">Reason #4: Record And Analyse<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Preparing_For_Virtual_Sales_Appointments\" title=\"Preparing For Virtual Sales Appointments\">Preparing For Virtual Sales Appointments<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Make_It_Easy_to_Book_a_Meeting_With_You\" title=\"Make It Easy to Book a Meeting With You\">Make It Easy to Book a Meeting With You<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Ensure_Your_Tech_Works_As_Intended\" title=\"Ensure Your Tech Works As Intended\">Ensure Your Tech Works As Intended<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Get_to_Know_Your_Tech\" title=\"Get to Know Your Tech\">Get to Know Your Tech<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Ensure_Professional_Background_Setting\" title=\"Ensure Professional Background &amp; Setting\">Ensure Professional Background &amp; Setting<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Prepare_Materials_to_Share_on_Screen\" title=\"Prepare Materials to Share on Screen\">Prepare Materials to Share on Screen<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#What_to_Do_During_an_Online_Sales_Meeting\" title=\"What to Do During an Online Sales Meeting?\">What to Do During an Online Sales Meeting?<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Treat_it_Like_a_Normal_Meeting\" title=\"Treat it Like a \u201cNormal\u201d Meeting\">Treat it Like a \u201cNormal\u201d Meeting<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Look_in_the_Camera\" title=\"Look in the Camera\">Look in the Camera<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Share_Your_Screen_Show_Visuals\" title=\"Share Your Screen, Show Visuals\">Share Your Screen, Show Visuals<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Re-engage_Them_Often\" title=\"Re-engage Them Often\">Re-engage Them Often<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Make_Use_of_Your_Notes\" title=\"Make Use of Your Notes\">Make Use of Your Notes<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Keep_an_Eye_Out_For_Technical_Issues\" title=\"Keep an Eye Out For Technical Issues\">Keep an Eye Out For Technical Issues<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Things_To_Do_After_A_Virtual_Sales_Appointment\" title=\"Things To Do After A Virtual Sales Appointment\">Things To Do After A Virtual Sales Appointment<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Follow_Up_With_An_Email\" title=\"Follow Up With An Email\">Follow Up With An Email<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Put_Them_in_the_Right_Pipeline\" title=\"Put Them in the Right Pipeline\">Put Them in the Right Pipeline<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Write_Down_the_Take-Aways\" title=\"Write Down the Take-Aways\">Write Down the Take-Aways<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Follow_Up_Keep_the_Contact_Alive\" title=\"Follow Up &amp; Keep the Contact Alive\">Follow Up &amp; Keep the Contact Alive<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/#Your_Turn\" title=\"Your Turn!\">Your Turn!<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Why_Virtual_Sales_Appointments\"><\/span>Why Virtual Sales Appointments?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>One question to begin with: why would you choose meeting with your clients online rather than face to face?<\/p>\n\n\n\n<p>Here\u2019s the thing: this type of meeting isn\u2019t going to work for every business type. But if it works for yours, it will come with several tangible benefits.<\/p>\n\n\n\n<p>Let\u2019s have a look.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Reason_1_Theyre_Easier_to_Arrange\"><\/span>Reason #1: They\u2019re Easier to Arrange<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>What if you no longer need to devote a large chunk of time to commuting from one business meeting to another? Or worry about overbooked meeting rooms leaving you with no place to invite your client to?<\/p>\n\n\n\n<p>You\u2019ll get the same setup in which other businesses run their virtual sales appointments.<\/p>\n\n\n\n<p>Let\u2019s face it: this type of meeting is much easier to arrange. Especially for your clients, who more often than not don\u2019t want to commute to meetings. All it takes is to pick a date and get on a call.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Reason_2_You_Can_Schedule_More_of_Them\"><\/span>Reason #2: You Can Schedule More of Them<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It\u2019s simple: when you don\u2019t commute as much, you\u2019re able to attend more meetings. And more meetings can directly translate to increased chances of closing deals.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Reason_3_You_Can_Go_Global\"><\/span>Reason #3: You Can Go Global<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Traditional sales meetings are strictly location-bound. So, the farther your client is from you, the less likely you are to meet them. It means you\u2019ve got lower chances to sell your product or service. You competitors that are closer to that given client are ahead of you by default.&nbsp;<\/p>\n\n\n\n<p>With virtual sales appointments, this isn\u2019t an issue: you can sell to anybody anywhere, so long you speak the same language. It doesn\u2019t matter whether the prospective customer is in another city or on another continent. You can always reach them online.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Reason_4_Record_And_Analyse\"><\/span>Reason #4: Record And Analyse<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><em>\u201cThis video will be recorded for training purposes\u2026.\u201d<\/em><\/p>\n\n\n\n<p>This <a href=\"https:\/\/www.liveagent.com\/blog\/why-your-business-needs-a-customer-portal\/\">customer support<\/a> staple of an opening suddenly makes a lot of sense for online sales meetings as well.<\/p>\n\n\n\n<p>Of course, you will need your client\u2019s permission to record either audio or video of the meeting. However, whenever you do, you gain access to something very important: replay of everything that has been said.<\/p>\n\n\n\n<p>You can use it in two different ways.&nbsp;<\/p>\n\n\n\n<p>One: take note of everything your prospective client is saying and the language they use. Later on, you can mimic it in your marketing efforts.&nbsp;<\/p>\n\n\n\n<p>Two: analyze what you\u2019ve said and what you could have done better. Use the recording to unify your branding messaging and positioning.<\/p>\n\n\n\n<p>As a bonus, you can also use these call recordings to extract repeating details and tendencies. They will make an excellent addition to any <a href=\"https:\/\/www.reallysimplesystems.com\/blog\/data-driven-sales\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\">data-driven sales process.<\/a><\/p>\n\n\n\n<p>That said, let\u2019s talk about preparing for virtual sales appointments.<\/p>\n\n\n\n<h2><span class=\"ez-toc-section\" id=\"Preparing_For_Virtual_Sales_Appointments\"><\/span>Preparing For Virtual Sales Appointments<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The way you prepare for virtual sales appointments can make or break your business.<\/p>\n\n\n\n<p>Let\u2019s see how you can prepare for a successful online meeting.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Make_It_Easy_to_Book_a_Meeting_With_You\"><\/span>Make It Easy to Book a Meeting With You<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It all starts with how easy it is to schedule an appointment with you. The easier the process is, the more meetings people are likely to book.<\/p>\n\n\n\n<p>Start with <a href=\"https:\/\/firstsiteguide.com\/how-to-make-a-website\/\">your website<\/a>. Clear call to actions should direct your leads to the place where they can schedule an appointment with you. The last thing you should do is to place your contact information or appointment scheduling form somewhere on a well-hidden subpage.<\/p>\n\n\n\n<p><em>And speaking of booking forms\u2026<\/em><\/p>\n\n\n\n<p>It\u2019s a simple widget that allows your leads to pick one of the available dates from your personal meeting calendar.  Booking form placed directly on your website can double the chances of someone booking an hour to talk to you.<\/p>\n\n\n\n<p>Here\u2019s an example of Taskeo\u2019s <a aria-label=\"undefined (opens in a new tab)\" href=\"https:\/\/taskeo.co\/appointment-scheduling\/\" target=\"_blank\" rel=\"noreferrer noopener\">appointment scheduling<\/a> form:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" width=\"863\" height=\"699\" src=\"https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/08\/taskeo_appointment_scheduler.png\" alt=\"\" class=\"wp-image-1443\" srcset=\"https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/08\/taskeo_appointment_scheduler.png 863w, https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/08\/taskeo_appointment_scheduler-300x243.png 300w, https:\/\/taskeo.co\/blog\/wp-content\/uploads\/2020\/08\/taskeo_appointment_scheduler-768x622.png 768w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure><\/div>\n\n\n\n<p>It shows all possible dates and times that are still available.&nbsp;<\/p>\n\n\n\n<p>With this type of a form, it can\u2019t get easier to book a meeting with you. All information is right there and the only thing the person needs to do is to pick the date that aligns with their schedule.<\/p>\n\n\n\n<p class=\"has-text-align-center has-black-color has-pale-cyan-blue-background-color has-text-color has-background\">Read as well: <a href=\"https:\/\/taskeo.co\/blog\/best-appointment-scheduling-software\/\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\">Best Appointment Scheduling Software: Your Go-to List<\/a><\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Ensure_Your_Tech_Works_As_Intended\"><\/span>Ensure Your Tech Works As Intended<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>During a face-to-face meeting, you don\u2019t have to worry that much about technology failing you. But when you meet with people online, the number of things that can go wrong goes through the roof.<\/p>\n\n\n\n<p>That is why regular tech check ups are necessary for your camera, microphone or speakers. Make sure all your software is up to date too. You don\u2019t want a long update download to kick in right before an important meeting.<\/p>\n\n\n\n<p>It\u2019s also good to have a backup plan for the most possible failures. Be prepared for things such as random internet outages or dying headphones. If possible, have solutions prepared.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Get_to_Know_Your_Tech\"><\/span>Get to Know Your Tech<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you look like you don\u2019t know what you\u2019re doing, you\u2019re not going to look professional in front of your client. Period.<\/p>\n\n\n\n<p>Don\u2019t fumble around when trying to share the screen or pull out the presentation deck. Understand how things work &#8211; from setting up and regulating your microphone to using advanced settings of your video conferencing software.<\/p>\n\n\n\n<p>Learn how to troubleshoot at least basic technical problems, such unstable or low quality connection and lack of sound or video. It\u2019s going to work in your favour if you\u2019re capable of dealing with most commonly occurring problems.&nbsp;<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Ensure_Professional_Background_Setting\"><\/span>Ensure Professional Background &amp; Setting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>During any of your virtual sales appointments, you want to make the best impression possible. Just like in the offline world.<\/p>\n\n\n\n<p>How to make it happen?<\/p>\n\n\n\n<p>Shoot for a neutral background or at least one that will look professional. Ensure silence in the room and limit distractions as much as it is possible.<\/p>\n\n\n\n<p>Don\u2019t forget to take care of yourself. Even if you run your business entirely from home, it\u2019s not a reason to call people in sweat pants and with messy hair. Would you attend a meeting at the client\u2019s headquarters looking as if you just got out of bed?<\/p>\n\n\n\n<p>We bet not.<\/p>\n\n\n\n<p>Meet your clients online like you\u2019d meet them offline.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Prepare_Materials_to_Share_on_Screen\"><\/span>Prepare Materials to Share on Screen<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It\u2019s likely that you\u2019ll turn on your camera and look in your prospect\u2019s face during your online sales meeting. However, don\u2019t forget the importance of visuals.<\/p>\n\n\n\n<p>Think about all the pitches that startups do for investors. Even though they are one before the other, presentations, visuals and materials are still present.<\/p>\n\n\n\n<p>Do the same. As nice as you might look today, a convincing, story-driven presentation deck may still be a better option to show.<\/p>\n\n\n\n<h2><span class=\"ez-toc-section\" id=\"What_to_Do_During_an_Online_Sales_Meeting\"><\/span>What to Do During an Online Sales Meeting?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Most of the <a href=\"https:\/\/taskeo.co\/blog\/running-client-meetings\/\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\">sales principles<\/a> apply both to online and offline conversations, but in this article, we will only focus on what\u2019s so special about virtual sales appointments.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Treat_it_Like_a_Normal_Meeting\"><\/span>Treat it Like a \u201cNormal\u201d Meeting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>We hear you saying: <em>what sort of a tip is that<\/em>? But here\u2019s the thing: online sales meetings feel different than the traditional ones. The fact you\u2019re before a screen rather than a person makes some people completely forget how to act.<\/p>\n\n\n\n<p>A few points above we said: dress properly, secure professional background. The same rules apply here. Virtual sales meetings stand out in different ways, but the idea is always the same: you\u2019re trying to make money. Don\u2019t do anything you wouldn\u2019t do if your client was sitting right next to you.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Look_in_the_Camera\"><\/span>Look in the Camera<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It\u2019s a simple tip. But somehow, we often forget about it during our online meetings.<\/p>\n\n\n\n<p>Eye contact is important. Just like would look in your client\u2019s face when meeting them offline, do your best to look in the camera as you speak during a video call.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Share_Your_Screen_Show_Visuals\"><\/span>Share Your Screen, Show Visuals<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Meeting online opens quite a few possibilities to share different media with your client. Use it to present your product or service in action.<\/p>\n\n\n\n<p>Here are three basic things what you can do:<\/p>\n\n\n\n<ul><li>grab their attention with a presentation deck<\/li><li>showcase your work<\/li><li>offer a product tour<\/li><\/ul>\n\n\n\n<p>Visuals and examples will keep your client more engaged than words alone.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Re-engage_Them_Often\"><\/span>Re-engage Them Often<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It\u2019s easy to lose focus during a video call. Especially if, for some reason, your client decides not to use their camera, nothing stops them from tabbing out on you and starting to multitask while you talk.<\/p>\n\n\n\n<p>That\u2019s why it\u2019s so important that you root their attention. Ask them questions, allow them to contribute to the conversation. Do your best to prevent them from dropping their focus and doing other things.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Make_Use_of_Your_Notes\"><\/span>Make Use of Your Notes<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>You can use all kinds of notes and sales guidelines without your clients knowing &#8211; so long you\u2019re not currently sharing your screen with them.<\/p>\n\n\n\n<p>When you\u2019re face-to-face with someone, it\u2019s harder to hide you\u2019re supporting yourself with guidelines coming from your sales manager. But online, you can easily glance at them every now and then and keep the conversation on the right track.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Keep_an_Eye_Out_For_Technical_Issues\"><\/span>Keep an Eye Out For Technical Issues<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Imagine you\u2019ve been talking for several minutes now only to discover your microphone has died somewhere along the way. Or that your client suddenly froze, no longer moving. They lost their Internet connection.<\/p>\n\n\n\n<p>Some technical issues are instant and they interrupt your conversation within seconds. Others are sneaky and it often takes a moment for us to notice something\u2019s wrong.<\/p>\n\n\n\n<p>Be alert. Don\u2019t get too carried away with pitching your product or service. Keep an eye out for technical issues that will interrupt the conversation and disturb its flow.<\/p>\n\n\n\n<h2><span class=\"ez-toc-section\" id=\"Things_To_Do_After_A_Virtual_Sales_Appointment\"><\/span>Things To Do After A Virtual Sales Appointment<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Now that your meeting is over, there are a few things you should definitely do.<\/p>\n\n\n\n<p>Let\u2019s look at them one by one.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Follow_Up_With_An_Email\"><\/span>Follow Up With An Email<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As soon as possible, send a <a href=\"https:\/\/www.salesmate.io\/blog\/best-practices-follow-emails-sales-meetings\/\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\">follow-up email<\/a> to your contact. Thank them for their time. You can also send a brief recap of things you\u2019ve discussed, if such is appropriate.<\/p>\n\n\n\n<p>Don\u2019t forget to nudge your contact into taking a desired action.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Put_Them_in_the_Right_Pipeline\"><\/span>Put Them in the Right Pipeline<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you haven\u2019t yet, place your contact in your customer relationship management system. Doing this will make it much easier for you to keep track of what\u2019s happening to it.<\/p>\n\n\n\n<p>If you use Taskeo\u2019s appointment\u2019s scheduling, you can instantly import your meeting attendee\u2019s data into Taskeo CRM.<\/p>\n\n\n\n<p>Once your contact is in your CRM, use features such as reminders or timeline to plan your further actions. This way, you can make the most of your efforts and increase your chances to successfully close a deal.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Write_Down_the_Take-Aways\"><\/span>Write Down the Take-Aways<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Learn from every meeting you attend. Reflect on everything that has been said. Think what&nbsp; you could do better.<\/p>\n\n\n\n<p>It\u2019s also crucial that you take notes on a given client. What\u2019s important to them? What stops them from doing business with you? What are their special needs and requests? Write all of this down in your CRM to tailor your services to their needs.<\/p>\n\n\n\n<h3><span class=\"ez-toc-section\" id=\"Follow_Up_Keep_the_Contact_Alive\"><\/span>Follow Up &amp; Keep the Contact Alive<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Remember: it\u2019s you who cares most about closing the deal. Don\u2019t drop the ball, especially not because you forget to follow up with your prospect.<\/p>\n\n\n\n<p><br>If you place your contact in your CRM app, it will be much easier to keep the relationship alive. Nurture the lead and follow up with them until they either purchase from you or decline your service.<\/p>\n\n\n\n<p>Whatever you do, don\u2019t passively wait for them to show up at your doorstep with their wallet out.<\/p>\n\n\n\n<h2><span class=\"ez-toc-section\" id=\"Your_Turn\"><\/span>Your Turn!<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Virtual sales appointments can become your new way of closing more deals. In the world where you can reach anyone online, selling through video calls should become a standard point of your sales team strategy.<\/p>\n\n\n\n<p>Are you ready to give it a go?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Everything you need to know about getting started with virtual sales appointments. 15 things you need to do before, during and after your online meetings!<\/p>\n","protected":false},"author":2,"featured_media":1440,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[146],"tags":[149],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Virtual Sales Appointments: 15 Best Practices - Taskeo Blog<\/title>\n<meta name=\"description\" content=\"Everything you need to know about getting started with virtual sales appointments. 15 things you need to do before, during and after your online meetings!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/taskeo.co\/blog\/virtual-sales-appointments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Virtual Sales Appointments: 15 Best Practices - 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