B2B Appointment Setting Online Course

7 modules


Course Length
90 mins

Brett Lyons


Learn how to set appointments with key decision-makers. Proven techniques show you how to:

  • Win: high quality appointments using a proven process
  • Communicate: in a way that differentiates you from the competition
  • Engage: decision-makers so they will want to meet you
  • Convince: decision-makers that their time with you will be well spent


The aim of this course is to help you develop the skills and confidence to win appointments and generate new business.

The course objectives are to:

1. Create a process that will generate the appointments you need for success.

2. Use networking, social media, a telephone call, letter or email to engage a prospect.

3. Sell the appointment to the prospect.

4. Manage gatekeepers.

In this course you will learn new skills, test proven approaches and create a personal action plan as you follow TLSA's four-step learning journey.


By completing/passing this course, you will attain the certificate B2B Appointment Setting

Module 1: Course Introduction
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Module 2: The Appointment Setting Process
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Module 3: The Approach
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Module 4: Dealing with the Gatekeeper
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Module 5: Selling the Appointment
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Module 6: Things that Work
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Module 7: Sales Simulation
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Added about 1 month ago, by Anonymous
well structures, could be shorter
Added 9 months ago, by Anonymous
Fairly useful - but not rocket science. Enjoyed the interactive element and role play
Added 9 months ago, by Bernard
I’m sure it took me far too long!
Added 9 months ago, by Grant
Very interesting and informative - some different approaches to selling and objection handling - enjoyed the course
Added 9 months ago, by Samantha
Very Helpful
Added 9 months ago, by Jason
This course makes you think and will help me going forward.
Added 9 months ago, by Yvonne
Found the Simulation had some conflicting answers against those learnt in the previous program - Dealing with Gatekeepers in training it suggested you should use jargon and not detail where as full detail of content of call was given to Gatekeeper - not necessary. Also by asking if Thomas could arrange an appointment in her diary may well result in a no but in previous training it suggested you asked! if No he couldn't arrange this then you could always ring back anyway!! Using the statement 'I believe' can be spoken strongly and convincingly and not so aggressive as 'I can' or 'I will' when endorsing a promise to someone you are trying to make an appointment with. Thank you
Added 9 months ago, by Mark
Interesting and makes you think about how you work
Added 9 months ago, by Dave
Very good suggestions to help to secure the appointment and not waste the opportunity - although not always as straightforward with farming businesses compared to other professionals, especially with regard to emails and letters, which will often never be seen.
Added 9 months ago, by Anonymous
Perhaps something a bit more specific to our role would be useful rather than this generic model

The price of each TLSA course is quoted in pounds sterling ex VAT.

On purchasing this course you will gain immediate access to its content. You will have 90 days to complete the course, after which you will be automatically unenrolled. Once you have completed the course in full and generated your certificate, you will no longer be able to play through its contents.

Providing a purchased course has not yet been commenced, users have 14 days (from the date of purchase) to contact TLSA and request a refund in full. Please note: TLSA will not issue any refunds to users who have already accessed and commenced playing their purchased course. 

If you wish to contact our support team you can do so at customersupport@tlsa.co.uk


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