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B2B Appointment Setting Online Course

Online course with learning modules, simulation, a personal record, action plan and self-certification.



£79 inc VAT
Or £26.33/mo. for 3 months...
Study method
2 hours · Self-paced
Access to content
Access until course completion
No formal qualification
  • Certificate of completion - Free

6 students purchased this course

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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 ISM endorsed 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


Certificate of completion

Digital certificate - Included


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

The ability to learn at a pace that fits into your busy schedule

What will your company gain from this course?

  • Increase 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 as and when it suits you
  • B2B Appointment Setting sales simulation
  • Certificate endorsed by the ISM
  • 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 and resume at times to suit you

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 a 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 will the consequences of your decisions will define your progress.

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

  • Detailing 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.

Who is this course for?

This course is designed for anyone who wants to generate more business and make the most of opportunities in a B2B sales environment.

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.


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.

Career path

Explore how you can use email, social media, the telephone and networking to manage gatekeepers, contact prospects and sell the appointment. If you are going to be involved in developing new business or growing existing customers this is the first skill on your journey to becoming a sales professional. Get the skills to progress your career into an account management or sales management role.

Questions and answers

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Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.