
The Pre-Appointment Formula – How to Get Hired 85% of the Time
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.
No Broke Months For Salespeople · No Broke Months, Dan Rochon
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Show Notes
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What you’ll learn in this episode
- Why most of the work to get hired happens before the sales meeting
- The 3 key phases of the sales cycle: Qualification, Pre-Appointment, Appointment
- The exact pre-appointment steps Dan uses (video text, handwritten card, calendar invite, emails, and more)
- How to use presumptive closes to lock in trust early
- Why multiple touches build familiarity and confidence
- How 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:
- Website: No Broke Months
- Podcast: No Broke Months for Salespeople Podcast
- Instagram: @donrochonx
- Facebook Page: https://www.facebook.com/NoBrokeMonths/
- Facebook: Dan Rochon
- LinkedIn: Dan Rochon
- Teach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead