You have SDR’s, BDR’s, Account Managers, Appointment Setters and/or Sales Reps who have B2B appointment setting responsibility. The problem is that the number of quality meetings being set is below the quantity necessary to fill the top of your sales funnel. David’s (appointment setting) Method can solve your problem.

David’s Story:  David graduated ASU in 1999 at age 27 and his first job out of college was working for a very large Fortune 500 IT Staffing company that had over 5,000 employees. David was one of eight cold callers who set face to face meetings with corporations for 100 account managers. In his 1st month he set 16, the 2nd month, 85, and in his 3rd month he set 150.  In his four years at the IT Staffing company David set over 8,000 meetings generating $25M in revenue. 

David has been setting appointments for 20 years with all levels ranging from Manager, Director, VP, CIO, CTO, CEO, and Legal, IT and Management Professionals in a broad range of vertical markets. His productivity is unheard of – to date David has personally set 35,974 meetings in 20 years which is an average of 150 meetings/month.

In addition to appointment setting for clients, David has developed a proven, successful training method to teach SDR’s, BDR’s, Account Managers and Appointment Setters his method. To date, he has trained more than eight hundred individuals on his proven appointment setting process.

David’s Method:

Philosophy

David’s Method is based on a philosophy of disciplined execution of his proven process, enthusiasm, and respect of the targeted decision makers. Most of David’s clients have used him in their Account Based Marketing (“ABM”) process. After the client identifies the target accounts, the next steps are,

Contact Identification & Familiarization

David has developed a process to rapidly build responsive lead lists and “mine” the information necessary to support his Appointment Setting Process.

Appointment Setting Process

Week Plan – 90-Minute Calling Blocks and the supporting workflows are scheduled for the work week.

Execution – Calling Blocks are executed supported by,

• Lead Management Process
• Objecting Handling Techniques
  • Target
  • Gatekeepers
• Email Process
• Voice Mail Process
• Record Keeping Process
• Referral Process
• Key Buzzwords
• Meeting Process

Metrics / Expectations

On average, across vertical markets, at least one meeting should be scheduled per two 90-Minute Calling Blocks and the hold rate (% that are qualified and occur) should be greater than 85%.

David’s Method Training: 

David has trained over eight hundred SDR’s, BDR’s, Account Managers and Appointment Setters and has developed a proven, successful training process. Dave’s training process is in 3 phases and is limited to a Training Group of a maximum of 4 Trainees.

1. Initial Training Session; Training Group, 90-minutes, phone, no video.
   • Philosophy
   • Contact Identification & Familiarization
   • Appointment Setting Process
     • Week Plan
     • Calling Blocks are executed supported by
       • Lead Management Process
       • Objecting Handling Techniques
         • Target
         • Gatekeepers
       • Email Process
       • Voice Mail Process
       • Record Keeping Process
       • Referral Process
       • Key Buzzwords
       • Meeting Process
     • Metrics / Expectations
2. Follow-up Session 14 days after Initial Training Session; Training Group, 90-minutes, phone, no video.
   • Open Q&A driven by Trainees.
3. Subscription Q&A Availability (Optional)

Incredible to Credible – Contact us to schedule a call with David to discuss his training.