In this episode, Helen shares how Exceptional Thinking put their own appointment-setting system to the test β by having their team book meetings for their own company.
Following their proven five-step process, the team applied the same standards they use for clients, including clear qualification criteria:
Budget, Authority, Need, and Timescale (BANT).
Using a blend of LinkedIn outreach and telemarketing, each lead was scored against these criteria, ensuring only high-quality prospects moved forward. They also implemented a robust confirmation process, significantly improving show-up rates and reducing no-shows.
π‘ Key insights from Helen:
π Use your own system β If you expect clients to trust a process, you must test it yourself.
π― Qualification is everything β BANT ensures every booked meeting is worthwhile.
π Multi-channel outreach works β LinkedIn + calls deliver stronger engagement.
π Confirmation increases attendance β A structured follow-up prevents wasted appointments.
π Results validate the method β The team successfully booked meetings and received excellent feedback, proving the process is reliable and repeatable.
Helenβs message is simple: If you want clients to succeed, your process has to work for you first.
And in this case β it absolutely did.
π Learn more: www.exceptionalthinking.co.uk
π Book a chat: www.exceptionalthinking.co.uk/contact
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