meeting with lead

4 Effective Tips for Setting Successful Meetings With Leads

Going through cold emails and finding prospects for meetings is a necessity for keeping your business afloat. However, you may be concerned about your sales team’s success rate since there are often few-to-no attendees for pitches. But don’t worry; there are effective ways to ensure you can get confirmed leads to consider tie-ups with your company. 

This article will discuss four effective ways to set up successful meetings. Take this as an opportunity to widen your networking capabilities and avoid wasting your time on ineffective leads. This way, you and your team can make every effort count in strengthening your company’s client relationships with your target audience and becoming a reputable expert in your industry. 

1. Never underestimate the power of a well-written meeting description  

Sending cold emails may be a tedious process your sales professionals don’t look forward to doing, but a changed mindset can guarantee leads. You just need to start treating your marketing efforts with more thought and find ways to streamline your operations. 

You can do this by starting with your meeting description, and writing it in such a way that you can engage your prospects when they first read it. This way, you can get the confirmations and connections your business needs to scale further and expand its services. 

The best rule of thumb for writing meeting descriptions is to keep it simple yet interesting to your target audience. You can start by reflecting on current market trends and putting yourself in the shoes of your clients. It should be concise and to the point to avoid boring your cold email recipients.

2. Remind your prospects about your meeting 

You may be venturing into B2B lead generation, meaning most clients already know the common spiel for outbound marketing and may just forget about your meeting. Remember, most entrepreneurs receive many cold emails and calls every day. That’s why it’s good to follow up with them. 

You have to notify your leads respectfully and remind them at least a few days before to allow them to set aside their other tasks for your meeting. You can also look into the possibility of rescheduling to accommodate your prospects’ needs. It ensures you can keep the sales conversations going and sustain profitability. 

3. Use online conferencing tools and services

Although in-person meetings may be a more engaging way to address prospects, you have to look into the reality of your business’s situation. For instance, most of the world is still on high alert due to the COVID-19 pandemic, meaning social distancing should be followed. That’s why most sales teams like to handle their meetings through online means, like through Google Meet and Zoom. You can also widen your international reach as you look into the possibility of making deals with prospects from other countries. 

4. Consider investing in lead generation prospector tools   

You and your team may just need to spread the word to the right prospects, and you can do this if you invest in a mass prospector designed to meet your lead generation goals. This way, you don’t have to worry about wasting time, and you can build your business’s strong client base! 


Setting up meetings with leads can be nerve-wracking because you don’t know if they will show up or not. Fortunately, you now have a better understanding of what it takes to plan for your business’s lead generation success! You just need to stay consistent and access all the resources you need to widen your client base. Prepare for your next meeting with all the previously mentioned tips in mind!

Are you looking for the best lead generation prospector to get your marketing efforts up and running? We at WhoKnows can provide you with that. Our AI-powered, mass prospector solutions aim to boost your team’s client acquisition capabilities, granting you the competitive edge in your chosen niche. Request your demo from us today to know more about how we can help your business thrive! 

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