Virtual No Shows

October 3, 2020

Pandemic Prospection Series

Picture this: It’s Tuesday afternoon at 2:00 pm. You’ve got a virtual appointment with a big prospect who seems like the perfect fit for your product. You take a deep breath, start up your Zoom meeting, and wait. And wait. And wait some more. Any minute now they’ll join.


Does this sound familiar?


In today’s virtual world of selling, this is a common scenario for a lot of sales professionals. Whether it’s because the prospect had an unexpected emergency or their calendar was simply overbooked with competing priorities, no shows do happen.


As virtual meetings have greatly increased, here are four tips to both prevent virtual no shows and respond to them when they do happen.


PREVENTION:

  1. Confirm the appointment the day before or the day of the meeting.
    In field sales, we’ve long been told NOT to confirm the meeting in advance. But in virtual sales, confirming the meeting in advance is a MUST. Your buyers are busy. They are overbooked and overwhelmed. They are looking for ways to free up their time and remove meaningless meetings from their calendars. Your job as the salesperson is to make them want to attend the meeting. Make it easy for them to accept and join the meeting.
  2. Send the meeting link.
    Whether it’s Zoom, WebEx, Google Hangout, or Microsoft Teams, add the meeting link to your calendar invite either the day before or the day of the meeting. This gives you a legitimate reason to reach out and confirm the meeting in advance.
  3. Ensure an agenda is in your invite.
    When you do this, you’re providing purpose and clarity. You’re setting the tone and letting your prospect know what to expect. This increases the likelihood of them showing up to the meeting because they know exactly what the meeting is for and can come prepared. After all, you have done your part to prepare a meaningful meeting for them.
  4. Set an alert when you send your calendar invite.
    On most calendar invitations, like Gmail or Outlook, you can set a reminder or alert to go off 5-to-10-mintues before the meeting. Use this feature as an added reminder to notify your prospect that your meeting is coming up. This is a great way to help keep the meeting top-of-mind and prevent no shows.


These four steps will help you be proactive in your efforts to prevent virtual no shows, but you still need to be prepared if and when it happens.


In the event of a no show, here is the timeline I follow:


5-minutes later:

Pick up the phone and call your prospect. Despite your best efforts, things happen and people forget or need to cancel. If they don’t pick up, here’s a sample voicemail you can leave:


“Hi John. This is Marisa Pensa. I’m on the Zoom link for our 10am this morning and wanted to make sure you had  the link. If a phone call is easier for today, you can call me back at 678-574-6072. Otherwise, I’ll wait another  5-minutes in case you’re in another meeting that’s running over. See you shortly online or call me at 678-574-6072. Thank you.”


10-minutes later:

Send an email as a follow up to your voicemail message. Suggest alternative times to reschedule. Your email would say something like:


“Hi John. I’m assuming something unexpected came up at our meeting time and certainly understand things come  up completely out of your control. As an alternative to today, below are two options for us to meet later this week.


Option 1: Date/time
Option 2: Date/time


Please let me know what works best and I’ll send an updated calendar invite. Thank you.”


2 days later:

Send a video message via email using a tool like Vidyard or Soapbox. This is a great way to re-engage yourprospect and add a personal touch. Your video should be a minute and a half or less. Use it to share the value you can bring, for example:


“Hi John. I tried to reach you by phone and email but thought I would get a little creative and try video. I’ve been thinking about your [struggle with X, plan to achieve Y] and I’ve got a few ideas that may make a difference. Let’s definitely reschedule and I’d like to talk through this with you and also share with you what I had prepared for our meeting. Below this video, you will see in my email two times. If these don’t work, let me know better options for connecting. Talk with you soon!”


You can’t wait forever for a prospect. After you’ve taken these steps, schedule a task in your CRM for 2 weeks later and lay low.


As a Sales Professional, you really only have your time and your accounts. Make the right decisions on how much time you spend on which accounts. Remember, your time is valuable too!!


Good selling to you!

August 12, 2026
AI has changed how sales professionals prepare. In minutes, industry specific AI tools can help you research a company, understand an industry, organize your thoughts, and generate questions for an upcoming meeting including targeted categories. That is a real advantage. But it can also create a dangerous feeling: I already know this customer. You read the website. You scan recent news. You review a few LinkedIn profiles. You uncover lease renewal or contract renewal dates. And then, AI gives you a polished summary of the company’s likely priorities and challenges. The problem? “Likely” can quickly start to feel like “true.” AI should prepare you for discovery. It should never do the discovering for you. Here are five ways to use AI without losing the curiosity that makes great selling work. 1. Use AI to Prepare AI is excellent at helping you get ready. Use it to research companies and industries, brainstorm questions, organize your thoughts, identify possible decision-makers, and spot blind spots. Used well, AI saves time and helps you enter the conversation more informed. Try this prompt: “I’m preparing for a first meeting with [company name]. Using publicly available information, give me a brief overview of the business, three possible priorities or challenges, and three thoughtful discovery questions.” But preparation is only the starting point. The goal is not to prove how much you know. It is to learn what you do not know.  2. Watch Where AI Can Fool You AI can make assumptions sound like facts. It can also be incomplete, outdated, or simply wrong. Even accurate information can lead to the wrong conclusion. A company may be expanding, but growth may not be the customer’s biggest concern. The real issue could be staffing, service, cost control, or the time lost managing too many vendors. The danger is not using AI. The danger is believing you have learned everything before meeting the customer. Preparation should increase your curiosity, not replace it. 3. Remember: Curiosity Cannot Be Automated AI can tell you what a company does, what happened recently, and what trends may affect its industry. Only a real conversation can uncover why the customer is considering a change now, what is frustrating them, what success looks like, and what they are worried could go wrong. Use your research to open the conversation, not control it. 4. Ask the Questions AI Cannot Answer AI can suggest questions. The art of selling is knowing what to ask next. Try: “How did you decide on ….?” “Had we not called, what were you already planning to do about ______?” “What have you already tried?” “If you were sitting in a review six months from now, having personally made a significant impact on the business, what would success look like for you?” “What happens if nothing changes?” These questions move the conversation beyond surface-level pain. They also help you avoid pouncing too quickly. Whether the customer mentions delivery, cost, service, or vendor consolidation, slow down. The first answer is rarely the full answer. Ask one more question before offering one more solution. 5. Do Not Outsource Your Curiosity Everyone has access to similar AI tools. Not everyone listens well. Not everyone notices hesitation, follows an unexpected comment, or stays with an issue long enough to uncover what really matters. That is still your competitive advantage. Use AI to prepare, broaden your thinking, and identify what you may be missing. Then put it away and be fully present. Before your next customer conversation, challenge yourself to do three things: Prepare with AI. Verify with the customer. Ask one more question before offering a solution. Do not simply work through a list of AI-generated questions. Listen to the answer and follow where it leads. The question you did not plan to ask may be the one that uncovers the real opportunity. The more powerful AI becomes, the more valuable human curiosity becomes. AI can help you enter the conversation more informed. Your next move is to stay curious long enough to leave the conversation with a better understanding.
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