B2B Appointment Setting

Get the skills you need today to improve your future sales results.

This ISM endorsed course includes an interactive sales simulation to help you embed the learning instantly into your role. Learn at your own pace - on your mobile, tablet or computer.


The first step in sales is to secure a meeting. But are you missing opportunities? And are you meeting with the right people? After this online course, you will have the knowledge and skills to secure appointments with the right people and generate new business.

B2B Appointment Setting is based on decades of practical experience. This course provides you with tried-and-tested methods to secure appointments with decision-makers, and an interactive simulation to put your new skills into practice.

You’ll develop the skills and confidence to:

  • Build a repeatable process to secure high-quality appointments
  • Reach decision makers in a way that makes you stand out from your competitors
  • Create the curiosity that makes prospects want to meet you
  • Convert conversations into meetings, as you persuade prospects that time with you is well-spent


90 minutes


£79.00 ex VAT

Who is this course for?

This practical course is designed for anyone who wants to generate more business and make the most of opportunities in a B2B sales environment. It is ideally suited to those who are already in a sales role.

Usually business owners, new business developers, account managers and sales people take this course, but it is for anyone who wants to succeed in sales. It is particularly beneficial to busy people who want to fit training in around their schedule.

What will you gain from this course?

The most direct result from this course is more high-value appointments in your diary. You will also gain confidence and the ability to position yourself as someone whom people want to do business with.

You’ll take away a proven, structured approach to:

  • Set more high value appointments
  • Identify reasons why a prospect will want to meet you
  • Get past gatekeepers and reach decision makers
  • Manage objections that prospects raise
  • Make the prospect feel that time with you is well-spent

Learn at a pace that fits into your busy schedule.

What will your organisation gain from this course?

  • Increased sales revenue
  • Skilled and motivated sales people who will advance faster
  • Better quality appointments
  • Increases in pipeline
  • More sales opportunities 

Course Features

7 interactive modules that can be completed when it suits you
B2B Appointment Setting sales simulation
Certificate of completion
A personal record - a summary of content and details of your input and answers to tasks and quizzes. A great coaching aid once you have completed the course! 
Flexibility - you can pause or resume at any time    



You can play B2B Appointment Setting using Google Chrome on a Windows platform or Safari if you are using an Apple Mac, tablet or mobile.

Course Structure

Module 1 - Course Introduction:

Find out what this course is all about.

Module 2 - The Appointment Setting Process:

A key activity in developing new business.

Module 3 – The Approach:

Discover the appointment setting approach that works for you.

Module 4 – Dealing with Gatekeepers:

When and how to deal with gatekeepers.

Module 5 – Selling the Appointment:

A proven process for selling appointments.

Module 6 – Things that Work:

Try out these 12 techniques to find out what works best for you.

Module 7 - Sales Simulation: B2B Appointment Setting:

Test your new skills in a challenging sales simulation.


Sales Simulation

At the end of the course, you can put your learning into practice with the B2B Appointment Setting sales simulation. In a virtual company, you will become a business development manager who must secure appointments with three different prospects.

You will have to make several irreversible decisions along the way, as you would in reality, and the consequences of your decisions will define your progress.

When you have finished, you will receive a scorecard that:

  • Details your personal results in key skill areas
  • Provides specific feedback on each decision you make that will help you implement new knowledge and skills into your work


You can play B2B Appointment Setting using Google Chrome on a Windows platform or Safari if you are using an Apple Mac, tablet or mobile.