Getting prospects to book sales meetings with you are not that easy. It takes a lot of effort from your end as a sales professional to schedule a meeting. 

Statistics say that 70% of sales reps are not ready to answer the prospect’s questions in sales meetings, and 77% of them don’t understand the prospect’s pain points. Therefore, this is an area that requires attention.

You should note that the pandemic has brought a change in the way sales meetings are held. You can now see that most salespeople (63%) prefer virtual meetings to in-person ones as they feel that online meetings are more effective.

As a sales rep, you must know exactly how to book sales meetings and help the prospects in it as well. In this post, you will find practical client sales meeting tips that will help you get the best out of your meetings with prospects along with the tool you need to make life easier.

What Is A Sales Meeting?

A sales meeting refers to the in-person or online interaction between a company’s sales rep and a prospective customer with the aim of closing the deal. It can also be a follow-up meeting after the prospect makes a purchase.

What Makes A Sales Meeting With Clients Important?

A sales meeting with clients is a significant milestone in the sales process, and it decides whether you will be moving further down the sales funnel or not. Either you are successful in impressing the prospect or end up losing out to the competition. That makes the meeting a crucial factor in closing the deal.

Types Of Sales Meetings

There are different types of sales meetings, and they are the following:

Client Side

In the client-side meeting, the prospect invites the sales team to their place. In such meetings, the prospect already trusts the brand and is keen to learn more about the product or service. Providing a demo in this type of meeting is a good idea.


Thanks to video conferencing technology, it is possible for reps to ‘meet’ prospects without having to be physically present. This way, virtual meetings transcend geographical boundaries making it convenient for everyone to proceed with sales meetings.

Review Meetings

These sales meetings are with existing clients and aim to review the solution’s performance and understand the user’s satisfaction levels. Review meetings hold the potential of getting further business from the client.

Sales Meeting Agenda

When you set out to meet your prospect, you must have a plan in hand. You needn’t necessarily reveal your agenda to the prospect. It is mainly to help you stay on track during the course of the meeting.

While creating an agenda, ensure that you set aside some time for casual conversation with the prospect.

Next up, focus on what you want to achieve from the meeting and jot down how you plan to achieve them.

Know your timeline by seeing how long it takes to cover all the points you just noted down.

Also, make sure that there is a definitive CTA in your meeting.

Preparing Yourself For Sales Meeting With Clients

You have to prepare yourself before the meeting and ask yourself who you are meeting with, the meeting’s objective, and the time, venue, and agenda. Even the tiny details bear a lot of importance while preparing for a sales meeting, so you have to be extra cautious. 

Here are a few useful client sales meeting tips that will be useful to you,

Top 10 Tips To Get Booked With Sales Meetings

1. Gather information about the prospect

If you are not successful in fixing sales meetings with prospects, you should look at the email template or cold calling script you are using. Even after a consistent follow-up, if you cannot get what you want, then it is time to make radical changes. Most emails requesting an appointment sound too similar, so most prospects seem to get annoyed and don’t want to proceed further. So, to bring a sense of exclusivity to your emails, you should personalize them.

For personalizing the email copy, you require substantial information about the prospect at hand. You have to carry out a decent amount of research to gather details of prospects for which you have to go through their profiles on social networking websites like LinkedIn. Look for their role in their company, latest achievements, promotions, and personal interests. Try finding a topic to start the conversation between you and the prospect. When you present yourself as a sales rep who has put in the effort to learn about the prospect, the chances of getting chosen are higher. 

Don’t just stop with LinkedIn. Try using Google and find them on social media to get to know them more personally. 

If you want to give your best in trying to impress them, you should look at their company’s website and find out about the latest releases and statements about the company. 

All of it can help you infuse personalization in emails and make prospects want to fix a meeting with you. 

2. Keep your focus on the right goal

As a salesperson, your ultimate goal is to make a sale, but your immediate goal is to take the prospect to the next stage of the sales process. While both the goals need your attention, there are chances that you look at the ultimate goal of closing the deal as soon as you reach out to prospects. Along with that comes the desire to make the sale as quickly as possible. However, if you focus only on taking the prospect to the next stage, which is setting an appointment, you will get better results. So, look at the immediate goal first of taking the prospect further down the sales funnel.

3. Be confident

Do you know what to say in a sales meeting? The main thing is that you have to be confident. When you sound confident to prospects in your emails or during a call, it leaves a good impression on their minds. Opposed to that, if you seem to be too desperate or needy, it will tarnish your image, and the prospect would feel that they are doing you a favor by letting you schedule a meeting with them. So, start believing in yourself and the product or service you have to offer. When you strongly believe that your offering can help the prospect overcome their challenges, it will show in your email or call. You will sound convincing enough to secure more sales meetings. 

In case you feel low, read sales motivational quotes to buckle up.

4. Start slow

Most often, sales reps request a meeting too soon in the conversation and end up getting disappointed. You must aim at keeping the first two emails or calls towards building a bond with prospects. Keep conversing with the prospect while keeping your sales rep aura away. You have to trigger their interest in you by paying attention to their needs. The first rule to win as a salesperson is that you have to be an active listener. An active listener doesn’t listen to respond but listens to understand the prospect’s challenges. And this is one of the best client sales meeting tips you will ever get.

On similar lines, you should not be pushy in any way, or else you might lose the prospect. Instead, you have to try your best to provide the information the prospect needs. Ask questions as well so that the conversation flows in the right direction. It will also help you determine whether the lead has the need and the potential to purchase your product or service. 

Always give examples of your other clients who benefited from your product or service. When prospects know that other people found your offering helpful, it piques their interest, and they would want to give it a shot. As a result, they will be more inclined towards setting sales meetings with you to know more about your product or service. 

5. Ask prospects for a meeting

After you manage to create a good impression, you can take a step ahead and ask the prospect for a meeting. There is also the option to make the prospect ask for it, but most salespeople make a move first.

So, how to ask a prospect for a meeting?

First make sure that you are clear about why you want to meet the client and provide them the details of the meeting.

Also, you have to try your best to be reasonable while asking for sales meetings. Don’t take more than 15 to 20 minutes of the prospect’s time. Try to shorten your pitch so that it fits nicely into that time frame. If this meeting is a hit and the prospect wants to meet you again, you can then plan a more prolonged discussion session.

To make the potential customer ask for a meeting first, you have to put up the right questions and focus on the prospect’s challenges instead of the product/service or appointment. You have to trigger their curiosity tactfully, build suspense, and sound credible till the other person asks for a meeting. 

6. Follow up after booking an appointment

It is not enough to get a meeting booked. For a B2B appointment setting, you have to follow up to remind the prospect of the meeting. And this is one of the most important client sales meeting tips. It can be a follow-up email containing something worth sharing. Try your best to stay on the top of the prospect’s mind so that they remember about the appointment with you. Apart from following up with email, a little nudge on social media will also do the trick. Consider following them on Twitter and connecting with them on LinkedIn. 

Ideally, you can send them a gentle reminder via emails 24 hours before the meeting. Keep follow-up email templates handy if you want to save time. The reminder gives the prospect a chance to inform you beforehand if they can’t make it for the meeting and want to reschedule it.

Your follow-up has to be even more active when the prospect doesn’t show up. While such no-show scenarios are not uncommon in sales, it takes effort from your end to handle them. You can reduce the no-shows by mentioning the agenda of the meeting in the invite so that they get reminded why they booked the meeting in the first place.

7. Ensure you connect with the right person

Make sure that you are pursuing the right person. If you are on the wrong track, there are more chances of the prospect not showing up for the meeting. For example, let’s say you are looking for a decision-maker in the accounts department but have booked a meeting with a lower-level employee. The person may have no say in purchasing your product or service. Therefore, he would need to involve the decision-makers to take the deal ahead. It means that it would be better to reach out to those who have the authority to make decisions with them. It will help speed up the whole process.

8. Consider time zones

While booking a meeting with prospects, it is necessary to consider the prospect’s time zone. It shouldn’t be that you choose a convenient time for yourself but not for the prospect. Instead, you have to decide on a time that works for both of you.

9. Practice before the meeting

No matter how good a salesperson you are, you have to warm up before you meet the client. Get the help of a colleague and rehearse how you are going to present the sales pitch to the client. Practicing before your actual meeting helps you know whether your style of pitch delivery is appealing.

10. Use tools to schedule meetings

After all your hard work, you would want some help with scheduling the appointment seamlessly. Usually, you would suggest a date and time and ask the prospect if it is suitable. But, unfortunately, the prospect might be occupied and would instead give you another date. So it can go on till you finally manage to agree to a date and time. To avoid all this unnecessary conversation, you can go for a meeting scheduling tool that helps you with the scheduling. 

We have now come to the end of our client sales meeting tips.

SalesBlink’s Meeting Scheduler

SalesBlink is a sales outreach automation suite that has a meeting scheduler to help you make the entire process of scheduling meetings seem super-easy. The scheduler connects with your Google calendar and allows you to mention when you are available for meetings.

SalesBlink's meeting scheduler

You can then share the meeting link with prospects so that they can check when you are available and choose the date and time suitable for them.

SalesBlink Meeting link

There is also no need to worry about time zones as the tool takes care of all that. In addition, you will get a notification when the meeting gets fixed. Thus, it saves time and effort for both parties, and there are fewer chances of losing the prospect.

Meeting scheduler -calendar

Motivate Your Sales Team With Internal Meetings

So far, we discussed the sales meetings a rep has with a potential customer, but what about the sales head’s/manager’s interaction with the team? We’re here to help you with the best practices you can follow,

Fix the structure

While the agenda of the meeting can change, it is a good idea to set a fixed format so that the meeting attendees are more prepared.

Involve each sales rep

Make sure that all the reps participate in the meeting, provide updates on the recent happenings and even share failures with the rest of the team.

Share achievements

It is evident that you should encourage reps to share their wins in the meeting as they can motivate others. Get the person to explain how we handle the deal in detail so that it is possible for other reps to do the same.

Share prospect feedback

Even if prospects are giving negative feedback, sharing it in the sales meeting among the reps is a good practice.

Review company goals

It is ideal to review how close you are to the company goals. There may also be the team goals you would have achieved or are in the process of achieving. Discussing the same in your meeting can bring more energy to the table.

Find solutions

Both BDR & SDR reps can ask for advice on the problems they are facing with prospects. If there is an issue, such as the marketing team not being on the same page, it is ideal to discuss it during the meeting.

Get Ready To Wow Prospects With Our Client Sales Meeting Tips

While it is not easy to say whether the prospect will appear for the sales meetings, a few tips and tricks work in making the prospect interested in your offerings.

First, you have to show genuine interest in the prospect to book meetings successfully, which can happen when you do your research.

Second, sound confident, but at the same time, don’t try to push your product to the prospect. Next, follow-up consistently and set reminders so that the prospect doesn’t forget about the appointment. These may be tiny things, but they do matter.

Finally, to wrap it up, use a meeting scheduler to get your meeting fixed because not only will it make you look tech-savvy but also someone who values their time.

We hope you now know how to get more meetings with prospects and you found this post on client sales meeting tips useful.

Don’t forget to thank us later!


1. How to prepare for a sales meeting with clients?

Prepare yourself before the meeting and ask yourself who you are meeting with, the meeting’s objective, and the time, venue, and agenda. Even the tiny details bear a lot of importance in sales meetings.

2. Why is sales meeting with clients important?

A sales meeting with clients is a significant milestone in the sales process. It decides if prospects will move further down the sales funnel or not. Either you successfully impress them or lose out to the competition.

3. How to book a meeting with a client?

SalesBlink’s meeting scheduler makes the entire process of scheduling meetings seem easier. Sync the tool with your Google calendar & share the link with prospects to enable them to choose the date & time for the meeting.

4. How to get more sales meetings with prospects?

To get more sale meetings, gather prospect information, focus on your goals, be confident, follow up, connect with the decision-maker, and use tools to schedule meetings to simplify the task.