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Courses/Business/Sales skills

Sales 101: Appointment Making Tips & Tricks

How to get people to say “yes” when you ask for an appointment

Created byBigger Brainsworkspace_premium
4.5
(11 reviews)
IntermediateUpdated Jul 23, 2026
Sales 101: Appointment Making Tips & Tricks

What You'll Learn

check_circleExplain essentials of appointment making
check_circleSummarize the model of appointment making
check_circleDiscuss how to answer a direct question or direct statement
check_circleIdentify the five categories of objection

About This Course

Get people to say “yes” to your request for an appointment

The first step in being a successful salesperson is to have someone to sell to. In this course, professional sales trainer Marisa Pensa walks you through the basics of getting sales appointments. This includes learning what you should say on the phone or in person, and also what not so say, whether on the phone or in person. You’ll also look at key techniques to help you make your phone calls more effective and worth your time. And you’ll also learn how knowing your numbers will help you strategize and use your time in the most effective way possible.

Your Instructor

Bigger Brains
Bigger Brains

Powering Productivity, One Brain at a Time!

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Combining TV-style video production with modern graphics and animation, Bigger Brains courses are popular with both learners and training professionals around the world. Our top teachers and subject matter experts have real-world experience and create the most realistic and comprehensive training courses possible. Bigger Brains courses are built in a unique “Teacher/Learner” style, featuring two people on camera to recreate some of the interactivity and physiological benefits of classroom training, including dialogue, humor, and practical use case examples. This Uniquely Engaging™ video-based format is more enjoyable and more effective than traditional eLearning formats.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5
Student's Choice
11 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.