Meetings Are the Currency of B2B Sales
In B2B, the meeting is where everything begins. No matter how good your product or service is, nothing happens until you sit across from a qualified buyer and have a real conversation. Every deal in your pipeline, every customer you have ever won, started with a meeting.
Yet booking quality B2B meetings is harder than it has ever been. Decision makers are bombarded with outreach. Inboxes are overflowing. Calendars are packed. The average B2B buyer receives dozens of cold emails and LinkedIn messages every week. Most of them are deleted without a second thought.
So how do you break through? Not by sending more messages, but by sending better ones, to the right people, at the right time, with the right follow up. This guide shares eight proven tactics that we use at ORRJO to help our clients book more qualified B2B meetings, consistently and predictably.
These tactics are drawn from real campaigns we have run across our lead generation programmes, where we have booked thousands of meetings for B2B companies of all sizes. Let us get into it.
1. Narrow Your Target List Ruthlessly
The biggest mistake SDR teams make is prospecting too broadly. When your list includes anyone who could theoretically buy, your messaging becomes generic and your conversion rates collapse.
The fix is simple but requires discipline: narrow your list to the prospects most likely to convert. This means defining your ideal customer profile with precision and only prospecting companies and contacts that match it.
Here is what a tight target list looks like:
- Company fit: Industry, revenue range, employee count, technology stack, and geography all align with your sweet spot.
- Persona fit: The individual holds the right role, seniority, and decision making authority for your solution.
- Timing signals: The company shows indicators of need, such as recent funding, new leadership hires, expansion into new markets, or publicly stated challenges your product addresses.
A list of 200 perfectly matched prospects will generate more meetings than a list of 5,000 loosely qualified contacts. Every time. Invest the time upfront to build the right list and you will see the results in your reply rates and meeting counts.
2. Personalise the First Line, Not the Entire Email
Personalisation drives replies. But there is a common misconception that effective personalisation means rewriting every email from scratch. That is not scalable, and it is not necessary.
The most efficient approach is to personalise the first one or two sentences of your outreach while keeping the value proposition and call to action consistent. This gives the impression of a genuinely personal email while allowing your team to maintain volume.
Good personalisation references:
- A recent company announcement, funding round, or product launch
- A specific challenge common in their industry or role
- A piece of content they recently published or engaged with
- A mutual connection or shared experience
- Something specific about their company's market position or strategy
Bad personalisation is obvious flattery or forced compliments that have nothing to do with your offer. "I loved your recent post about leadership" followed by a pitch for data analytics software is transparent and counterproductive.
The goal is to demonstrate that you have done your research and that there is a genuine reason for reaching out. One or two personalised sentences are enough to accomplish this.
3. Use a Multi Channel Approach
Email alone is not enough. The most effective meeting booking strategies use a coordinated approach across email, LinkedIn, and phone to create multiple touch points and increase the probability of a response.
Here is how to structure a multi channel cadence:
- Email first: Send a short, personalised email that introduces who you are and why you are reaching out. No links, no attachments, no lengthy pitches. Just a clear value statement and a question.
- LinkedIn second: Connect on LinkedIn one to two days after your first email. Keep the connection request brief and friendly. Do not pitch in the connection request.
- Email follow up: Send a follow up email three to four days later. Add a new piece of evidence, a relevant insight, or a brief case study reference.
- LinkedIn message: Once connected, send a short LinkedIn message that references your email outreach. Offer something useful rather than asking for time.
- Phone (where appropriate): If the prospect has shown any engagement (opened emails, viewed your profile), a well timed phone call can break through the noise.
Each touch should add new value. Never just "bump" or "circle back." Every message should give the prospect a reason to engage.
4. Follow Up More Than You Think You Should
Most SDRs give up too early. Research consistently shows that it takes an average of seven to eight touches to generate a response from a cold prospect. Yet most reps stop after two or three.
The data is clear: the majority of meetings are booked on the third, fourth, or fifth follow up, not the first email. If you are only sending one or two messages and moving on, you are leaving meetings on the table.
Here is how to follow up effectively:
- Space your follow ups appropriately: Do not email daily. Space messages three to five days apart to stay present without becoming annoying.
- Add new value with each touch: Share a relevant article, a case study, a data point, or a specific insight about their industry. Never send a bare "just following up" email.
- Change the angle: If your first message led with a specific pain point, try a different angle in the follow up. Reference a competitor, a market trend, or a different business challenge.
- Use a polite breakup email: Your final message should acknowledge that you have been in touch, briefly restate the value, and let them know you will not be reaching out again unless they are interested. Ironically, breakup emails often generate the highest reply rates.
5. Optimise Your Meeting Booking Process
Getting a "yes" from a prospect is only half the battle. You also need to make the actual booking process as frictionless as possible. Every extra step between "I'm interested" and "meeting confirmed" is an opportunity for the prospect to change their mind or get distracted.
- Use scheduling links: Tools like Calendly, HubSpot Meetings, or SavvyCal let prospects pick a time that works for them without the back and forth of email scheduling. Include your scheduling link in your reply to positive responses immediately.
- Respond within five minutes: Speed to lead matters enormously. When a prospect replies positively, respond within five minutes if possible. The likelihood of booking a meeting drops dramatically with every hour of delay.
- Offer specific times: If you do not use a scheduling link, offer two to three specific time slots rather than asking the open ended "when works for you?" This reduces friction and speeds up the booking process.
- Confirm immediately: As soon as a meeting is booked, send a calendar invite with a clear agenda, video call link, and any preparation materials. This sets expectations and reduces no shows.
6. Increase Your Meeting Show Rate
Booking a meeting is meaningless if the prospect does not attend. No shows waste time, distort pipeline metrics, and frustrate your sales team. Across our client programmes, we have developed a system that consistently keeps show rates above 85 percent.
Here is how to maximise your show rate:
- Send a confirmation email immediately after booking: Include the date, time, platform (Zoom, Teams, Google Meet), and a brief agenda. Make it clear what the meeting will cover and why it will be valuable for them.
- Send a reminder 24 hours before: A short, friendly reminder email the day before. Restate the value of the meeting and confirm the details. "Looking forward to our conversation tomorrow at 2pm. We will be covering [specific topic]."
- Send a same day reminder: A brief note one to two hours before the meeting. Keep it casual: "Just confirming our call at 2pm today. Here is the link: [meeting link]. See you shortly."
- Provide value before the meeting: Between booking and the meeting, share a relevant resource: a case study, a short guide, or a data point related to their challenge. This reinforces that the meeting will be worth their time and keeps you top of mind.
- Have a rescheduling process: If a prospect needs to reschedule, make it painless. Do not make them feel guilty. Offer alternative times immediately and confirm the new slot with the same confirmation process.
7. Leverage Warm Introductions and Referrals
Cold outreach works, but warm introductions convert at significantly higher rates. A referral from a mutual connection or an introduction from an existing client carries inherent trust that no cold email can replicate.
Here is how to systematically generate more warm introductions:
- Ask your best customers: After a successful project or positive review, ask your clients if they know anyone else who might benefit from a similar approach. Make the ask specific: "Do you know any other VPs of Marketing at SaaS companies who are working on pipeline growth?"
- Engage with prospects' content: Before reaching out cold, spend a few weeks engaging with a prospect's LinkedIn content. Like their posts, leave thoughtful comments, and share their content. When you eventually reach out, you will be a familiar name, not a stranger.
- Partner with complementary businesses: Identify companies that serve the same buyer but do not compete with you. Establish referral partnerships where you introduce each other to relevant contacts. This creates a steady stream of warm introductions.
- Use your investors and advisors: If you have investors, board members, or advisors with strong networks, ask them for introductions to specific target accounts. A warm introduction from a shared investor is one of the most powerful doors you can open.
8. Measure, Analyse, and Iterate
The teams that book the most meetings are the ones that treat their outbound process as a system to be optimised, not a set of tactics to be repeated blindly.
Track these metrics weekly:
- Outreach volume: How many prospects are you contacting per week per SDR? This establishes your baseline activity level.
- Reply rate: What percentage of prospects respond? Healthy cold outreach reply rates are 5 to 15 percent depending on targeting quality and messaging.
- Positive reply rate: Of those who reply, what percentage express genuine interest? This measures your message market fit.
- Meetings booked per week: The core output metric. Track this per SDR, per channel, and per sequence to identify what drives results.
- Show rate: What percentage of booked meetings actually take place? Keep this above 80 percent.
- Meeting to opportunity conversion: What percentage of meetings convert into qualified pipeline? This tells you whether you are booking meetings with the right people.
Review these numbers every week with your team. Identify what is working and do more of it. Identify what is not working and change it. Test new subject lines, new opening lines, new value propositions, and new sequences constantly. The best SDR teams we work with iterate on their approach every two weeks.
If you are not sure where to start, our free business audit can help you identify the biggest opportunities in your current outbound process.
Start Booking More Meetings This Week
Booking B2B meetings is not about luck or charisma. It is a discipline that combines precise targeting, compelling messaging, systematic follow up, and continuous optimisation. The eight tactics in this guide give you a proven framework to increase your meeting volume while improving the quality of every conversation.
To summarise:
- Narrow your target list to prospects most likely to convert
- Personalise the first line, keep the rest consistent
- Use multiple channels: email, LinkedIn, and phone together
- Follow up seven to eight times before moving on
- Remove friction from the booking process
- Maximise show rates with confirmations and value adds
- Generate warm introductions alongside cold outreach
- Measure everything and iterate weekly
If you want a team that does this for you, ORRJO builds and runs meeting booking engines for B2B companies across the UK, Europe, and the US. We handle everything from ICP definition and list building through to outreach execution and meeting delivery. Let's talk about what this could look like for your business.