Eating Our Own Cooking: How We Used Our Team to Book Our Own Appointments

In this episode, Helen shares how Exceptional Thinking put their own appointment-setting system to the test — by having their team book meetings for their own company.

Following their proven five-step process, the team applied the same standards they use for clients, including clear qualification criteria:

Budget, Authority, Need, and Timescale (BANT).

Using a blend of LinkedIn outreach and telemarketing, each lead was scored against these criteria, ensuring only high-quality prospects moved forward. They also implemented a robust confirmation process, significantly improving show-up rates and reducing no-shows.

💡 Key insights from Helen:

📋 Use your own system – If you expect clients to trust a process, you must test it yourself.

🎯 Qualification is everything – BANT ensures every booked meeting is worthwhile.

🔗 Multi-channel outreach works – LinkedIn + calls deliver stronger engagement.

📞 Confirmation increases attendance – A structured follow-up prevents wasted appointments.

🏆 Results validate the method – The team successfully booked meetings and received excellent feedback, proving the process is reliable and repeatable.

Helen’s message is simple: If you want clients to succeed, your process has to work for you first.

And in this case — it absolutely did.