How do you plan and prepare for your diary appointments with your customers?

2 Use a reliable and convenient tool

You need a tool that can help you manage your diary effectively and efficiently. Whether you use a paper planner, a digital calendar, or a specialised software, you need to make sure that it is reliable, convenient, and accessible. You also need to sync it with your other devices and platforms, and update it regularly. A good tool will help you avoid double-booking, missing deadlines, or forgetting details.

3 Set realistic and flexible expectations

You need to set realistic and flexible expectations for yourself and your customers. You need to consider how much time you need for each appointment, how to balance your workload and personal life, and how to handle unforeseen events or emergencies. You also need to communicate your expectations to your customers, and respect theirs. You need to confirm the date, time, location, and agenda of each appointment, and agree on the mode and frequency of communication.

4 Prepare and follow up

You need to prepare for each appointment by doing your research, gathering your materials, and rehearsing your presentation. You need to anticipate possible questions, objections, or challenges, and have your solutions ready. You also need to follow up after each appointment by sending a thank-you note, summarising the key points and action items, and scheduling the next steps. You need to show your professionalism, respect, and interest in your customers.

5 Review and improve

You need to review and improve your diary management skills regularly. You need to evaluate how well you planned and prepared for your appointments, how effectively you communicated with your customers, and how satisfied they were with the outcome. You also need to identify what worked well and what didn't, and what you can do better next time. You need to seek feedback, learn from your mistakes, and celebrate your successes.