How Do You Stop Prospects From No-Showing Virtual Appointments (Ask Jeb)
Read time
2 min
Topics
Investing, Leadership, Sales & Revenue
AI-Generated Summary
Key Takeaways
- ✓Calendar invite formatting: Structure meeting invites with your name first, company name in parentheses, prospect name and organization with plus sign, then meeting purpose after a dash. Include only essential information like video link in location field and your contact details with instruction to reach out if changes occur, establishing moral high ground.
- ✓Video confirmation strategy: Record a twenty-second personalized video after scheduling showing your face, expressing excitement about learning their mission, confirming specific date and time, and referencing the calendar invite. Send this video via email two to three days before the meeting when there is adequate lead time between scheduling and meeting date.
- ✓Day-before voicemail technique: Call the prospect's work phone in the afternoon when they have likely left for the day and leave an enthusiastic voicemail reconfirming the meeting time, expressing anticipation about helping their students, and referencing the calendar invite. This creates another touchpoint without giving them an easy opportunity to cancel during a live conversation.
- ✓AB testing confirmation emails: Test sending morning-of confirmation emails against no email to measure impact on show rates. Track whether the additional touchpoint increases attendance by one to three percent, which compounds significantly over a year. Only send day-before confirmations for high-stakes meetings involving executives or significant travel investment to avoid giving prospects easy cancellation opportunities.
What It Covers
Jeb Blount addresses how to reduce no-shows for virtual sales appointments in K-12 education sales. He outlines a multi-step confirmation system including verbal confirmation, calendar invites with specific formatting, personalized video messages, strategic voicemails, and optional morning-of emails to increase meeting attendance rates.
Key Questions Answered
- •Calendar invite formatting: Structure meeting invites with your name first, company name in parentheses, prospect name and organization with plus sign, then meeting purpose after a dash. Include only essential information like video link in location field and your contact details with instruction to reach out if changes occur, establishing moral high ground.
- •Video confirmation strategy: Record a twenty-second personalized video after scheduling showing your face, expressing excitement about learning their mission, confirming specific date and time, and referencing the calendar invite. Send this video via email two to three days before the meeting when there is adequate lead time between scheduling and meeting date.
- •Day-before voicemail technique: Call the prospect's work phone in the afternoon when they have likely left for the day and leave an enthusiastic voicemail reconfirming the meeting time, expressing anticipation about helping their students, and referencing the calendar invite. This creates another touchpoint without giving them an easy opportunity to cancel during a live conversation.
- •AB testing confirmation emails: Test sending morning-of confirmation emails against no email to measure impact on show rates. Track whether the additional touchpoint increases attendance by one to three percent, which compounds significantly over a year. Only send day-before confirmations for high-stakes meetings involving executives or significant travel investment to avoid giving prospects easy cancellation opportunities.
Notable Moment
Blount reveals that no-shows stem from inadequate meeting systems rather than prospect behavior. He guarantees that implementing his multi-touch confirmation process will measurably increase show rates, though some no-shows remain inevitable in sales regardless of preparation quality or relationship strength with the prospect.
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