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Appointment Setting Skills Overview - Skill 1: Agenda (Part 1: Timetable)


We will be covering timetables, which are used to boost production during a business’s project.
Using a timetable has the following benefits:

  • Breaking down projects into smaller parts
  • Giving the appointment setter reassurance by showing that they do not need to do everything at once
  • Moving the appointment setter along as, when there is a deadline upcoming, they can get to work on it

Using a timetable can also help with the following:

JEM Marketing Appointment Setting Skills Overview - Skill 1: Agenda (Part 1: Timetable) List

Getting a Clear Image of The Appointment Setter’s Goals

The appointment setter can set their goals by doing the following;

  • Thinking about where the business wants to be
  • Going into detail about what that will look like
  • Setting a date to achieve the goal by

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Working out the Major Milestones Along the Way

The appointment setter can work out what is or is not a milestone in the following ways:

Is This A Deliverable or A Task?

A deliverable is something that is created as a result of work being completed during the project, which includes;

  • Project plans, which outlines what needs to be done in a project and by which employee
  • Expense statements, which shows how much the business is spending on the project
  • Contracts, which are legal agreements between two or more people/businesses
  • Project reports, which is a document detailing the production, managerial, financial, technical and economic status of the project

Deliverables come in three varieties:

  • Internal, which are things that are never seen by the client but are required for the project to run, such as;
    • Tax filing
    • Account management
    • Project management
    • Configuration management
    • Testing
    • Training
  • External, which are things that are delivered to the client, such as;
    • The systems that have been put in place to reduce the amount of time it takes to complete a process
    • IT systems and subsystems that are part of a project
  • Planning, which includes documentation such as;
    • The project scope, which is a document detailing project tasks, costs, deliverables, goals and deadlines
    • The project schedule, which is a schedule used to track deadlines and tasks in a project
    • The project charter, which is a short, formal document detailing the entire project, including the following:
      • Project objectives and constraints
      • Project risks
      • Project benefits
      • Main clients
      • Leads and stakeholders
      • Reasons for the project
    • Budget

A task is a single piece of work with a deadline in a multiple step project.

Other ways the appointment setter can work out what is or is not a milestone include:

  • How will it impact the business’s deadlines?
  • Is this something important to keep the project moving forward?
  • Does this need to be reviewed by clients, leads or stakeholders?

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Potential Milestones

Potential milestones might include the following:

  • Noting what is currently successful in the business
  • The start and end date of projects
  • Key deliveries
  • Key dates that may have an impact on the business’ timeline
  • Important presentations and meetings
  • Client, lead and stakeholder approvals

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We have covered timetables, which include the following subjects: getting a clear image of the appointment setter’s goals, working out the major milestones along the way and potential milestones.

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