📋 Video Summary

🎯 Overview

This video is a comprehensive training session by Val Matvei on how to become a successful appointment setter in 2026. The video covers the fundamentals of appointment setting, strategies for finding and landing offers, essential skills, and practical advice for maximizing earnings and career progression.

📌 Main Topic

How to become a highly successful appointment setter, including strategies for finding offers, essential skills, and career progression.

🔑 Key Points

• 1. What is Appointment Setting? [0:01:18]

- The process of booking sales calls for online coaches or coaching programs.

- It's a crucial step in the sales funnel (setter -> closer -> sale -> fulfillment).

• 2. Average Earnings and Funnel Structure [0:02:35]

- Average commissions are around 5%, with base pay from $300 to $1,000 per month.

- Month 1: $0-$500, Month 2: $1K-$2K, Month 3: $2K-$4K, Month 4: $4K+ (Realistic Averages)

• 3. Setting Rules and Principles [0:04:38]

- Match the lead's energy, know the offer, understand the ins and outs of the offer, and sound natural.

- Respond quickly to leads (speech to lead) – 78% of leads buy from the first responder.

• 4. Things to Avoid [0:08:42]

- Being negative, dry, or overwhelming.

- Trying to directly sell/close in DMs, using excessive emojis, and overcomplicating messages.

• 5. Selling the Transformation [0:10:31]

- Focus on the transformation/outcome a product/service offers, not just the features.

- Emphasize the desired end result the prospect seeks.

• 6. Qualifying Leads [0:11:19]

- Qualify leads to ensure they have the financial capacity to invest.

- Don't waste time on unqualified leads.

• 7. Framework for Setting (Bizop & Fitness) [0:12:44]

- Inbound: Responding to interested leads.

- Outbound: Reaching out to potential customers or followers. - The goal is to build a relationship and generate trust.

• 8. Qualifying Questions Examples [0:17:14]

- Determine if prospect is working or studying to gauge their financial situation.

- Determine their current situation and progress with the niche.

• 9. Goals and Pain Points [0:28:44]

- Identify long-term goals and the tangible outcomes the prospect desires (e.g., financial freedom).

- Dig into the core motivation behind their goals (e.g., providing for family).

• 10.Creating Urgency and Pitching [0:31:44]

- Establish the priority of solving a problem.

- Pitch the sales call by offering a solution to their issues.

• 11.Post-Booking Report and Follow-up [0:35:00]

- Use the post-booking period to strengthen the relationship and uncover more pain points.

- Send out pre-call reminders to increase show-up rates.

• 12.Essential Skills: Rapport Building [0:41:50]

- Build trust by using specifics, humor, and relatability.

- Show genuine interest and curiosity.

• 13.Finding and Landing an Offer [0:46:50]

- Outreach (short-term) and networking (long-term)

- Outreach to sales managers, closers, growth operators, coaches, and creators.

• 14.Ways to Outreach [0:50:59]

- Use Instagram, Twitter, and email for outreach.

- Personalized video is the most effective method for Instagram.

• 15.Evaluating an Offer [0:53:11]

- Assess revenue, team size, the presence of other setters, content creation, target audience, and payment structure.

- Inquire about the previous setter's situation.

• 16.Maximizing Show-Up Rate [0:54:59]

- Optimize your profile with a professional picture, bio, followers, and posts.

- Follow up with prospects 24 hours and 2-8 hours before the call.

• 17.Interview Tips [1:02:01]

- Dress presentably, ensure good lighting, and show respect.

- Demonstrate competence and knowledge of appointment setting.

💡 Important Insights

• • [0:06:25] 78% of leads purchase from the company that responds first.
• • [0:08:00] When talking to a lead, it is important to come across as the older brother.
• • [0:09:10] The job of the appointment setter is to book the call, not to close the sale.
• • [0:32:00] Digging for pain points is a form of sales psychology.
• • [0:46:15] The best approach is to use a video.

📖 Notable Examples & Stories

• • [0:00:21] Teddy went from failing at reselling to making over $12,000 in less than 4 months.
• • [0:00:28] Josh quit his job in less than 90 days.
• • [0:00:36] Seb went from zero to $8,000 per month with setting.
• • [0:03:38] Jolian got to 3.6K in less than 30 days.
• • [0:05:09] Match the lead's energy.
• • [0:07:45] One of Val's buddies is doing about $30-40K per month with closing management.
• • [0:15:53] Val's students have had great success.
• • [0:29:58] The 10K per month is the lingo of the offer.

🎓 Key Takeaways

• 1. Master the fundamentals of appointment setting, including the sales funnel and commission structures.
• 2. Build strong rapport and relationships with prospects to increase trust and conversion rates.
• 3. Find high-quality offers by networking and reaching out to sales managers, closers, and growth operators.
• 4. Continuously improve your skills and aim for career progression in sales.

✅ Action Items (if applicable)

□ Follow Val's Instagram for more information. □ Apply the frameworks discussed to your setting strategy. □ Optimize your social media profile. □ Start reaching out to potential clients.

🔍 Conclusion

This video provides a thorough overview of how to become a successful appointment setter in 2026. By following the strategies and principles outlined, viewers can gain a solid foundation for a lucrative career in appointment setting and potentially transition to higher-level roles.