Learn Appointment Setting, Get clients, Start an agency (3 easy steps)

Zach Schubert
11 Mar 202433:21
EducationalLearning
32 Likes 10 Comments

TLDRThe transcript outlines a strategy for making money online through appointment setting, positioning it as an accessible and lucrative career path. It emphasizes the importance of mindset shifts, from viewing placements as clients and focusing on lateral growth rather than vertical. The speaker shares tips on finding legitimate clients, avoiding common scams, and scaling up to an appointment setting agency. The process involves networking, cold outreach, and leveraging social media platforms, with a focus on providing value and building trust.

Takeaways
  • πŸš€ Starting an appointment setting agency is an easy way to make money online with minimal skills required, mainly proper written English.
  • πŸ“ˆ Appointment setting involves booking appointments for salespeople to sell high-ticket offers, typically fulfilled remotely.
  • 🎯 The key to successful appointment setting is not just finding a job but treating it as a service you provide to multiple clients.
  • 🌐 There's no financial risk involved in appointment setting, and you earn a commission based on your performance.
  • πŸ› οΈ Appointment setters use various communication methods including SMS, email, calling, Twitter, LinkedIn, Discord, and more.
  • πŸ“š Prior sales experience can give an advantage, but even beginners can succeed with the right training and mindset.
  • πŸ“ˆοΈ Mindset shifts are crucial: stop thinking of placements as jobs and consider them as clients; focus on lateral growth rather than vertical.
  • πŸ” To find clients, avoid common job platforms and instead target niche industries you're passionate about and look for quality clients with a good product and closing rate.
  • πŸ’Œ Craft personalized outreach messages to potential clients, showing you've done your research and are genuinely interested in working with them.
  • πŸ”— Build a professional online presence with a good profile picture and bio on social media to increase your credibility and attract clients.
  • πŸš€ The Setter Domain offers a community and training program for appointment setters to level up their skills and gain access to clients looking for their services.
Q & A
  • What is the main topic of the transcript?

    -The main topic of the transcript is about appointment setting as an online money-making strategy and how to start an appointment setting agency.

  • What are the key characteristics of an appointment setter's job?

    -An appointment setter's job involves qualifying leads and booking appointments for salespeople or business owners, without needing in-depth sales skills or financial risk.

  • What is the transition from being an appointment setter to an agency owner?

    -The transition involves shifting from working for one business owner to providing appointment setting services to multiple clients and eventually building a team to handle the work, allowing for scalability and passive income.

  • What are some common high-ticket offers for which appointment setters are used?

    -Common high-ticket offers include marketing services, coaching, and info products.

  • How can a new appointment setter find clients?

    -New appointment setters can find clients by reaching out to business owners in their niche of interest, using various communication channels like LinkedIn, Instagram, and Twitter, and by joining webinars and online communities where potential clients are present.

  • What is the importance of mindset shifts in appointment setting?

    -Mindset shifts are crucial as they help the appointment setter to view their work not as a traditional job but as a service provider to multiple clients, and to focus on lateral growth by expanding their client base rather than moving up in a single organization.

  • What are some methods of appointment setting?

    -Methods of appointment setting include cold emailing, calling, social media outreach, and utilizing platforms like LinkedIn and Discord for direct messaging.

  • What is the Setter Domain and how does it help appointment setters?

    -The Setter Domain is a community and training program that provides hands-on training for appointment setters, including cold emailing and inbound strategies, as well as access to a network of clients looking for appointment setters.

  • How does the commission-only payment structure benefit appointment setters and clients?

    -The commission-only structure benefits appointment setters by allowing them to earn based on their performance, and clients appreciate not having to pay upfront, ensuring they only pay for results.

  • What are some tips for new appointment setters to avoid scams?

    -New appointment setters should avoid common job platforms like Upwork and instead focus on direct outreach to businesses and owners, ensuring they target legitimate clients with tangible products and a good closing rate.

  • What is the potential earning for appointment setters and agency owners in this field?

    -The potential earning for appointment setters and agency owners can range from thousands to millions of dollars per month, depending on the scale and effectiveness of their operations.

Outlines
00:00
πŸš€ Starting an Online Appointment Setting Agency

The speaker shares their personal experience and emphasizes that appointment setting is the easiest way to make money online. They propose a shift from traditional job mindset to becoming an appointment setting freelancer and eventually starting an agency. The process requires no specific skills beyond proper written English, involves no financial risk, and offers commission-based earnings. The speaker introduces a presentation on winning at appointment setting, explaining the concept for beginners and outlining the steps to becoming successful in this field.

05:00
πŸ“ˆ Understanding Appointment Setting in Digital Marketing

The speaker delves deeper into the concept of appointment setting, defining it as facilitating bookings with salespersons for high-ticket offers. They discuss the role of appointment setters in qualifying leads and booking appointments, highlighting that it's an inbound process often initiated by potential clients. The speaker also mentions various high-ticket offers and personal brands that utilize appointment setters. They explain the job of setters, the ease of starting with no experience, and the potential to scale up by training and hiring other setters.

10:00
🌐 Diverse Channels for Appointment Setting

The speaker discusses the various channels through which appointment setters operate, including social media, webinars, landing pages, and other digital strategies. They emphasize the inbound nature of the work, with a focus on engaging with leads who have shown interest. The speaker also mentions the importance of being proactive and looking for opportunities to bring in leads, as this directly impacts earnings. They outline different methods of setting appointments, such as cold calling, email, and LinkedIn outreach, and stress the need for versatility in communication skills.

15:00
🎯 Mindset Shifts for Appointment Setters

The speaker advises appointment setters to view their work as serving clients rather than holding jobs, and to focus on lateral growth rather than vertical growth. They explain that appointment setting can be a standalone career rather than a stepping stone to other roles. The idea is to build a portfolio of clients who pay for each appointment set, allowing for passive income and scalability. The speaker encourages setters to think of themselves as business owners who can grow their client base and hire a team to handle the work, thus earning a commission without directly doing the work themselves.

20:01
πŸ” Finding Clients for Appointment Setting

The speaker provides practical advice on finding clients for appointment setting. They suggest setting up professional social media profiles, creating a good bio, and posting quality content regularly. They warn against common scams and suggest targeting specific industries of interest. The speaker recommends reaching out to business owners directly, mentioning their expertise and past successes. They also suggest joining webinars and communities where potential clients are likely to be found, and building long-term relationships that could lead to future opportunities.

25:01
πŸ› οΈ Agency Guru Strategy for Appointment Setters

The speaker introduces the Agency Guru strategy, which involves leveraging the audiences of agency owners from webinars and communities. They suggest attending webinars, identifying potential clients, and offering commission-only services. The speaker emphasizes the importance of networking and building meaningful connections within these communities. They also mention the benefits of joining these communities, such as gaining access to a list of clients looking for appointment setters, and receiving coaching calls and support to grow their client base.

30:03
πŸ“ˆ Scaling Up from Ground Zero Setter to Agency

The speaker outlines the progression from a beginner appointment setter to a fully-fledged agency. They describe the initial phase of finding the first client and gaining experience, followed by scaling up by acquiring more clients and building a team to handle the work. The speaker emphasizes the importance of practice and experience in becoming proficient at setting appointments. They also mention their own community, the Setter Domain, which offers training, coaching, and access to a vetted client list, as a resource for those interested in shortcutting their learning process.

πŸ’‘ Taking Action to Become an Appointment Setter

The speaker encourages taking action to become an appointment setter, promising that following the outlined steps will lead to earning thousands online. They reiterate the ease of starting an appointment setting agency and the potential to scale up to earning significant income. The speaker shares their personal success and that of their clients, emphasizing that the strategy is not difficult to implement. They conclude by urging the audience to take the provided steps and make the commitment to start their journey in appointment setting.

Mindmap
Keywords
πŸ’‘Appointment Setting
Appointment setting is the process of arranging meetings or calls between potential clients and sales representatives. In the context of digital marketing, it involves having someone book an appointment to talk to a salesperson selling a high-ticket offer that is fulfilled remotely. It is a crucial part of lead generation and conversion, as it allows for direct communication between the service provider and the potential customer, increasing the chances of sales closure.
πŸ’‘Digital Marketing
Digital marketing refers to the use of digital channels, such as social media, email, and websites, to promote products or services. It is an essential component of modern business strategies, enabling brands to reach and engage with their target audience online. In the video, digital marketing is the backdrop against which appointment setting takes place, with agencies and individuals using digital platforms to acquire clients and personal brands using appointment setters to qualify leads.
πŸ’‘High-Ticket Offers
High-ticket offers are products or services that are sold at a higher price point. These typically include marketing services, coaching, and info products. The term is used to describe offerings that are more expensive than average and often require a more personalized sales approach. In the context of the video, appointment setters focus on booking appointments for sales representatives who are selling these high-value offers to potential clients.
πŸ’‘Freelancer
A freelancer is an individual who works independently, offering services to clients on a contract or project basis, rather than being employed by a single company. In the video, the speaker discusses transitioning from an appointment setter to a freelancer, which involves taking on the role of an independent contractor who can work with multiple clients, setting appointments for them and scaling the business by hiring other setters.
πŸ’‘Commission-Based
Commission-based compensation refers to a payment structure where an individual earns a percentage or set amount for each sale or lead generated. This type of payment is performance-based and is commonly used in sales and marketing roles. In the context of the video, appointment setters earn a commission based on their ability to successfully book appointments and close deals, aligning their income with their performance and merit.
πŸ’‘Inbound Marketing
Inbound marketing is a strategy that focuses on attracting customers to a business through content marketing, social media, and search engine optimization, rather than traditional outbound methods like cold calling or advertising. The video script emphasizes the importance of inbound marketing in appointment setting, as it involves leveraging social media accounts and other digital channels to acquire clients who are already interested in the services offered.
πŸ’‘Personal Brands
Personal brands refer to the unique identity and reputation that an individual builds for themselves, often through social media and other digital platforms. In the context of the video, personal brands are individuals who have a strong online presence and use appointment setters to qualify leads and set up sales calls, leveraging their personal brand to attract potential clients and grow their business.
πŸ’‘Cold Outreach
Cold outreach is the process of initiating contact with potential clients or partners who have not previously expressed interest in one's products or services. It is a proactive marketing strategy that involves reaching out to strangers with the aim of generating interest and securing meetings or appointments. In the video, the speaker mentions that while their company focuses on inbound leads, understanding cold outreach is important for appointment setters as it is another method of lead generation.
πŸ’‘Mindset Shift
A mindset shift refers to a change in one's mental attitude or perspective, leading to a different approach to situations or challenges. In the video, the speaker emphasizes the importance of two key mindset shifts for appointment setters: viewing placements as clients rather than jobs, and focusing on lateral growth (expanding theδΈšεŠ‘θŒƒε›΄) rather than vertical growth (climbing the career ladder). These shifts are meant to empower the appointment setters to see their work as a scalable business opportunity rather than a traditional job with fixed income and limited growth potential.
πŸ’‘Scaling
Scaling refers to the process of increasing the size or volume of a business, often with the goal of expanding reach, revenue, or influence. In the context of the video, scaling is about growing an appointment setting business by acquiring more clients, building a team of setters, and increasing the income potential without necessarily increasing the timeζŠ•ε…₯. The speaker highlights that appointment setting agencies can easily scale by hiring others to do the work while the agency owner focuses on finding new clients and building relationships.
Highlights

The easiest way to make money online is by starting an appointment setting agency.

No specific skills are required, just proper written English.

Appointment setting involves booking appointments for salespeople selling high-ticket offers.

Popular high-ticket offers include marketing services, coaching, and info products.

Setters qualify leads and book appointments, getting paid per appointment and close.

Inbound marketing strategies like social media accounts are used to acquire clients.

The job of a Setter is to qualify and book as many appointments as possible.

Prior sales experience gives an advantage in appointment setting.

There's a training program for appointment setters called the Setter Domain.

Mindset shifts are crucial, thinking of placements as clients rather than jobs.

Lateral growth is recommended over vertical growth in appointment setting.

Building a professional image on social media is essential for Setters.

Avoid common scams by not looking for Setter jobs on platforms like Upwork or Fiverr.

Find clients by targeting your passion and reaching out to relevant businesses.

Agency Guru strategy involves leveraging webinars and communities to find potential clients.

The progression from a Ground Zero Setter to a Setter agency is based on gaining clients and experience.

Practice and coaching calls improve appointment setting skills over time.

The Setter Domain community provides hands-on training and access to a list of clients looking for appointment setters.

Follow the actionable steps provided to start making money online as an appointment setter.

Transcripts
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