The difference between success and failure in outbound sales?
Your ability to book more meetings.
The more meetings you book, the more opportunities you have to present your value proposition, build relationships, and ultimately close deals.
However, the process of scheduling these crucial interactions can be a pain, from identifying high-quality prospects to crafting a compelling sales pitch.
This article provides 5 steps to improving the efficiency of your meeting booking process. This will increase the number of meetings you have and boost the overall quality of these interactions, leading to more successful sales outcomes!
Before you can book more meetings, you need to identify your prospects.
This is where sales prospecting comes into play. This method involves understanding your target audience and identifying potential customers who are likely to be interested in your product or service.
The more you understand your prospects, the better you can tailor your approach to meet their needs and interests. This will not only help you book more meetings but also increase the chances of these meetings leading to successful sales.
So, how do you identify high-quality prospects?
Here are some steps and techniques to guide you:
The first step in defining the right people to reach out to is to create your Ideal Customer Profile (ICP).
An ideal customer profile is a detailed description of a company's perfect customer. It defines who benefits most from the product or service offered.
ICP considers factors like industry, company size, job roles, challenges, and behaviors. It guides marketing and sales efforts, ensuring resources target the most promising prospects.
To ensure you invest your resources only into highly qualified leads, we’ve prepared an ICP template for you!
You can speed up the process of defining your business’ ideal customer profile with lemlist free ICP generator.
All you need is your value proposition and your product or service description.
lemlist ICP generator will create for you 3 buyer personas that you can download, analyze, and use to personalize your cold outreach. Customize email copy, increase reply rates, get more LinkedIn connections, and boost your business revenue.
→ Don’t have a product-market fit (PMF)?
→ You have a product market fit?
Try to cover all of the following questions (answers might be different from one ICP to another):
Company information:
[ ] What is the company's size?
[ ] What is the company's industry?
[ ] What is the company's revenue?
[ ] What is the company's growth?
[ ] What is the company's location?
[ ] What is the lifetime value (LTV) of your product or service?
[ ] What is their net promoter score (NPS)
[ ] What tools does the company use?
[ ] You can use tools like BuiltWith or Wappalyzer
[ ] You can use job descriptions
People’s information:
[ ] What are their pain points?
[ ] What value proposition do you have for them?
[ ] Who is the end user?
[ ] Who is the manager?
[ ] Who is the decision maker?
[ ] Why do they need you? (use their words)
[ ] What are their professional goals? (e.g. increasing the company revenue by X%)
[ ] What are their personal goals? (e.g. having a promotion in the next X months)
[ ] What will hold them back?
[ ] When do they need you?
[ ] Find triggers that can help you reach out at the right time
[ ] How important and urgent is the pain?
Once you have completed your ideal customer profiles, order them into tiers.
→ Tier 1 will be the ICP that will bring you the most revenue,
→ Tier 2 will be in-between
→ Tier 3 will be the ICP that brings you the least revenue.
Structuring your ICPs into tiers helps you get your priorities straight and shows you where to spend most of your time.
For example, you would want to focus more on writing the email copies for the tier 1 persona since they will bring more revenue.
Check if your ICP was done properly (ICPs should have better results than non-ICPs):
👉 You can access a complete guide to defining your target audience here and ensure you target prospects that will bring you the most $$$
Remember, identifying high-quality prospects is just the first step. Once you've identified these potential customers, you must reach out to them at the right time, with a compelling value proposition. This will be covered in the next sections of this article.
Your ICP profiles will need to be updated as your company grows and with the learnings and experiments that you do along the way.
The next step is to find the best time to reach out to your leads.
Here, you want to identify the triggers that will tell you: “Okay, this lead fits my targets, but it also seems like it’s the right timing for them to use my product or service.”
Here’s a list of triggers that will tell you that your target audience might be interested in your product or solution:
[ ] A company is hiring
[ ] Targets that change roles in the company
[ ] Targets that change company
[ ] The company raised funds / went IPO
[ ] People that asked a question related to your value proposition in a community
[ ] Uses a complementary/competitor tool
[ ] Bad reviews on competitor tools/services (on sites like G2, Capterra, Trustpilot, Google reviews, etc.)
[ ] Team growth
[ ] People that follow your LinkedIn page
[ ] People that follow your competitor’s LinkedIn page
[ ] People who comment under your LinkedIn posts
[ ] People who comment under your competitor’s LinkedIn posts
[ ] People who comment under a post that talks about your value proposition
[ ] People who downloaded one of your lead magnets
[ ] People who registered for your events
[ ] People who registered for competitor events
[ ] People who registered for events that talk about your value proposition
[ ] People who have the same investors
[ ] Competitors of your clients
[ ] Industry trends
Depending on the triggers you want to use, different tools already exist, so you don’t have to create your ones:
→ For example, you can use the Facebook ads library to see if your targets are running ads. The fact that they run ads with weak creatives can be a great trigger to use.
→ Or you can use LinkedIn Sales Navigator to target Heads of Sales to sell them a software solution for their Sales teams’ compensation.
Based on the ICP you created, you can add specific criteria and get really good results only by reaching out to people from your screen.
However, your goal is to maximize your likelihood of success. This means you want to identify triggers that will let you know they could be interested in your product/service now.
For this, you can use the team growth filter on Sales Nav.
The reason is that when a team grows, the company either generates more revenue or has more capital to invest in its growth. And that’s a great trigger to reach out to them now.
Once you apply the filter, you can get results like this:
Now that you have found relevant leads, you have to collect them from LinkedIn (AKA scrape them).
You have a lot of tools that can do that, but lemlist’s Email Finder and Verifier because it’s the easiest to use.
Thanks to the waterfall enrichment method, Email Finder and Verifier combines the best third-party data sources to give you 40-55% more valid emails. This is the equivalent of asking 6 different providers for up-to-date leads’ information without navigating and subscribing to multiple apps.
1. log into your lemlist account, or start your free trial
You'll get free tokens so that you can use lemlist's Email Finder and Verifier on each plan, even during your free trial!
2. search for your leads on LinkedIn
3. enrich & import your leads directly to your campaign with 1 Chrome extension without having to leave the lemlist app
… and get over 80%+ valid emails and leads' clean information, ready to boost your replies 🎉
→ Top data enrichment databases
→ Top websites
→ Top Chrome extensions
→ Top enrichment tools
→ Top scraping tools
→ Top specific tools
Now, here it is! You have officially built an email list of qualified prospects. Next, you want to reach out to them.
Now, let’s say you reach out to the right person at the right time, but without the right message.
Unfortunately, it’s not going to work either. You may have the best product or service in the world, but if you only talk about yourself or have a sales-y approach, you’ll push your prospect away.
Here are the top 5 tips that will help you reach out to your leads properly and get replies:
→ Follow a value-packed structure
Avoid fluff sentences like “I hope you are doing okay” or similar “polite” approaches. They could sound general and make your email copy longer than it should be.
As each part of your cold email plays an important role, ensure to:
P.S. Discover exactly what to write in each part of your email for more replies, with dozens of examples in this free Cold-Email Structure eBook!
→ Add personalization
Personalizing your emails will make you stand out significantly and increase your reply rates. That’s why you want to show your prospect that they aren’t just a row on a CSV and that you can relate to their pain points.
Here are different ways you can personalize your emails at scale with lemlist custom variables:
No matter how many emails you send, you can automatically personalize any part of your message to grab leads' attention and build trust (e.g., intro line, pitch, CTA).
Stand out with personalized images by automatically adding your leads' names, logos, website screenshots, etc.
Give value to your prospects on a more personal level and grab their attention with custom video thumbnails
Build personalized landing pages just for your leads where you can embed your calendar and include assets or CTA
There are 3 types of information you can look into to create personalized elements:
Make sure to personalize each lead and limit yourself to 5 to 15 minutes per lead (or have the same personalization for multiple leads to save time). Remember that focusing on quality versus quantity will bring you more results.
→ Don’t forget the purpose of your email
Sales is about building a relationship. You don’t want to ask for a meeting from the first message. Instead, focus on validating the interest. For that, try to get a reply and start a conversation.
You also want to focus on their pains. Try to help them with a pain you identified. Ideally, you want to focus on a pain they are unaware they have, which will help them reach the metric they are responsible for in their company. This means 99% of your messages should be about your leads.
P.S. To help you get started, check out this Best Cold Email Templates eBook with 20+ cold sales, marketing, and growth email templates you can replicate in your next campaign for more meetings!
While basic campaigns rely on a single outreach method, multichannel uses a combination of channels such as email, LinkedIn, phone calls, etc.
Because you’re connecting on the channels your leads prefer and based on their availability, going multi-channel increases the chances of them engaging with you!
Some leads might be more active or prefer to reply on LinkedIn than email and another way around.
Here are some of the sequence steps you can add to your outreach campaign to increase your reply chances:
→ LinkedIn steps
👉 If you’re unsure how to break the ice, check out this article and get free messaging tips in LinkedIn Prospecting to boost your reply rates
→ Cold call: to build rapport directly with your prospects
👉 Get tips from this cold-calling guide to create personal connections with your prospects and overcome objections via cold calls
→ Other specific actions to get your leads’ attention (e.g., comment on their post, etc.)
P.S. In our multichannel masterclass, you can find exclusive strategies and templates to replicate in your next campaign and book meetings with 17-30% of your prospects!
Finally, always remember the golden rule of cold email outreach: more follow ups = more replies.
We recommend you follow up with 5 - 12 steps that add value to your prospects following these 5 rules:
👉 Get examples: follow-ups that will help you get replies and make deals.
Whether you’re reaching out to users for feedback or to prospects for meetings, the right booking tool makes scheduling meetings effortless.
So, which tool to use to schedule meetings in 1 message and avoid losing leads to the scheduling back-and-forth?
With lemcal, you can cut friction and get 2x more meetings booked:
→ catch leads attention thanks to a personalized booking page
→ save hours of manual work with automated scheduling links
→ boost your sales efficiency thanks to lemlist integration
The best part? It takes less than 1 min to switch from another scheduling tool to lemcal!
Here are other popular tools on the market that will help you cut scheduling friction and book more meetings:
Now, let’s say all the previous conditions are met, but you don’t reach out to your prospects in their primary inbox.
If you reach out to prospects on LinkedIn but are never active there, they won’t reply. The same goes if your emails land in the spam folder. Prospects will not see your message; if they do, they won’t trust it because your email was in their spam folder.
That’s why it’s important to keep your email deliverability high.
Email deliverability is the ability to deliver emails right into your target's primary inbox.
It’s an important aspect of outbound Sales, and many teams overlook it. Investing time into your deliverability setup means maximizing your chances of landing in your prospects’ primary inbox, closing more deals, and growing your revenue:
Here are some of the steps to take to ensure your emails avoid spam and reach your target audience:
[ ] Do your technical setup:
You can use tools like MXtoolbox, or lemlist’s preview option to do check if your setup was done properly.
[ ] Warm up as many email addresses as you need for your cold email domain or your backup domain - you can use tools like lemwarm to do that. Let these email addresses warm for at least 1 month before sending cold emails.
[ ] Keep your sending limits under 200 emails per day per email address, or use this hack to beat email sending limit.
[ ] Boost your email deliverability (lemwarm is the safest & most effective option today).
[ ] Verify all your prospect’s emails before sending your campaign(s) - no matter where you found the emails (bought a list, from a website, from a tool, or from LinkedIn). You can use tools like lemlist’s Email Finder and Verifier.
[ ] Avoid using spam words in your emails (e.g. limited time offer, free, win, etc.).
[ ] Make sure that your cold emails are sent over time and not in a blast. Tools like lemlist take care of that for you.
From understanding your prospects to crafting a compelling sales pitch and making meaningful connections, every step is crucial to increase your chances of booking more meetings and driving sales.
Remember, the goal is not just to book meetings but to create valuable interactions that lead to long-term business relationships.
Preparation is an essential part of this process. By researching your prospects, setting clear objectives, and preparing and practicing your pitch, you can ensure you're ready to make the most of every meeting. And don't forget the importance of follow-ups. A timely, valuable follow-up can keep the conversation going and open the door to future meetings.
Implementing these strategies will help you book more meetings and enhance your overall sales performance!
The right tool helps! To save time, have more valuable meetings and reduce no-shows, give lemcal a try!
G2 Rating | Price | Best for | Standout feature | Con | |
---|---|---|---|---|---|
4.9 star star star star star | $30/mo $75/mo $2,999/mo | Large, distributed sales teams | AI evaluation precision, gamified KPIs | Lack of tracking system | |
4.6 star star star star star-half | Not publicly available | Sales operations and finance teams | Powerful configurability | Limited training resources and complex to navigate | |
4.4 star star star star star-half | Not publicly available | Mid-market and enterprise businesses | Comprehensive incentive management | Potentially high cost and steep learning curve | |
4.7 star star star star star-half | $15/user/mo $40/user/mo Enterprise: custom price | Complex sales structures and businesses of all sizes | Complex sales structures and businesses of all sizes | Steep learning curve | |
4.6 star star star star star-half | Not publicly available | Collaborative teams | Connected planning | Complexity and steep learning curve | |
4.6 star star star star star-half | Not publicly available | Companies with complex sales structures | Complex incentive compensation management (ICM) with high efficiency and accuracy | Complexity for smaller teams and potentially high costs | |
4.7 star star star star star-half | Not publicly available | Companies who want to automate commission calculations and payouts | Simplicity and ease of use | Lack of features like redirection | |
4.7 star star star star star-half | $30/user/mo $35/user/mo Custom: upon request | Businesses that need a comprehensive and user-friendly sales compensation management software | Ease of use and adoption | Lack of ability to configure the product based on user needs | |
4.8 star star star star star-half | Not publicly available | Companies with modern sales culture and businesses who want real-time insights | A built-in dispute management and real-time visibility | Users say it works slowly, customer support is slow | |
4.9 star star star star star | $30/user/mo $50/user/mo | Smaller sales teams | Powerful automation | Lesser user base and average user interface | |
4.7 star star star star star-half | Not publicly available | Companies with scalable needs | Automated Commission Calculations | Lack of filtering by date, no mobile app |
PRM Tool | Rating | Feature | Pro | Con | Mobile App | Integrations | Free Plan | Pricing |
---|---|---|---|---|---|---|---|---|
4.65 star star star star star-half | Org-wide alignment | User-friendly layout and database | Suboptimal as a personal CRM | square-check | Lack of tracking system | square-check | Team: $20/month Business: $45/month | |
4.7 star star star star star-half | Social Media Integration | Easy contact data collection | No marketing/sales features | square-check | Lack of tracking system | square-xmark 7-day trial | $12/month | |
4.75 star star star star star-half | Block Functions | High customization capability | Not a dedicated CRM | square-check | Limited | square-check | Plus: €7.50/month Business: €14/month | |
N/A | Open-source | Open-source flexibility | Requires extensive manual input | square-xmark | Limited | square-check Self-hosted | $9/month or $90/year | |
3.1 star star star | Simple iOS app | Ideal for non-tech-savvy users | iPhone only | square-check iOS only | Limited | square-xmark 1-month trial | $1.49/month or $14.99/month | |
3.6 star star star star-half | Smart Contact Management | Feature-rich and flexible | Reported bugs | square-check | Rich | square-xmark 7-day trial | Premium: $13.99/month Teams: $17.99/month | |
4.4 star star star star star-half | Customizable Interface | Customizable for teamwork | Pricey for personal use | square-check | Rich | square-xmark | Standard: $24/member Premium: $39/member | |
4.7 star star star star star-half | Integrated Calling | Integrated Calling | Too sales-oriented & pricey | square-check | Rich | square-xmark 14-day trial | Startup: $59/user/month Professional: $329/user/month | |
4.8 star star star star star | Business Card Scanning | Business Card Scanning | Mobile only | square-check | Limited | square-check | $9.99/month | |
4.45 star star star star star-half | 160+ app integrations | Comprehensive integrations | No free app version | square-check | Rich | square-xmark 14-day trial | $29.90/month or $24.90/month (billed annually) |
Capterra Rating | Free Trial | Free Plan | Starting Price (excluding the free plan) | Maximum Price (for the most expensive plan) | Best for | |
---|---|---|---|---|---|---|
4.5 star star star star star-half | square-check 14-day | square-check | €15/month/seat billed annually | €792/month/3 seats billed annually + €45/month for each extra seat | Versatility and free plan | |
4.2 star star star star | square-check 30-day | square-xmark But it offers reduced price to authorised nonprofit organisations | €25/user/month | €500/user/month billed annually (includes Einstein AI) | Best overall operational CRM | |
4.3 star star star star star-half | square-xmark | square-check Limited to 3 users | Comprehensive incentive management | €52/user/month billed annually | Small-medium businesses and automation | |
4.5 star star star star star-half | square-check 14-day | square-xmark | €14/seat/month billed annually | €99/seat/month billed annually | Sales teams and ease of use | |
4.1 star star star star | square-xmark | square-check Limited 10 users | $9.99/user/month billed annually | $64.99/user/month billed annually | Free plan for very small teams up to 10 |
CRM goal | Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months. | ||||
SMART Breakdown | 1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation). | 2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking. | 3. Achievable: A 10% increase is possible based on historical data and potential improvements. | 4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives. | 5. Time-bound: The 6-month timeframe creates urgency and a clear target date. |
Actions | Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation. | Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior. | Step 3: Develop targeted landing pages with clear calls to action for qualified leads. | Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up. | Step 5: Track and analyze campaign performance to identify areas for optimization. |
Outcomes | Increased sales and revenue | Improved marketing automation ROI | Marketing and sales alignment | Data-driven marketing optimization |