EPISODE · Sep 18, 2025 · 17 MIN
The Pre-Appointment Formula – How to Get Hired 85% of the Time
from No Broke Months For Salespeople · host Dan Rochon, No Broke Months
👉 Don’t miss out! Sign up here:https://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=truehttps://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=truehttps://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=trueShadow Hour Updates to get the latest updates and reminders for our Shadow Hour sessions. Stay informed, stay ahead!What you’ll learn in this episodeWhy most of the work to get hired happens before the sales meetingThe 3 key phases of the sales cycle: Qualification, Pre-Appointment, AppointmentThe exact pre-appointment steps Dan uses (video text, handwritten card, calendar invite, emails, and more)How to use presumptive closes to lock in trust earlyWhy multiple touches build familiarity and confidenceHow to structure your business as a series of predictable steps that lead to consistent results To find out more about Dan Rochon and the CPI Community, you can check these links:GET THE BOOK! Teach to Sell : Teach to Sell: Why Top Performers Never Sell – And What They Do InsteadWebsite: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook Page: https://www.facebook.com/NoBrokeMonths/Facebook: Dan RochonLinkedIn: Dan Rochon
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What this episode covers
Most salespeople focus only on what happens during the appointment—but the real secret is in what you do before you show up. In this episode, Dan shares the proven pre-appointment framework that has consistently converted sellers into clients, including personal touches, multiple points of connection, and a system designed to build trust and prevent predictable problems. When you execute this process, you’ll not only increase your conversion rate but also make prospects feel supported and confident about hiring you.
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The Pre-Appointment Formula – How to Get Hired 85% of the Time
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