Appointment Setting

Overview

What we deliver

We run outbound and follow-up programs that book qualified appointments with the right contacts and the right context for your reps.

Sales reps close deals, not calendars. Our appointment setting teams run the outreach, screen the contact, agree on a time, and place a confirmed meeting on the rep’s calendar with full notes attached. We work from your account list, your inbound leads, or both. Agents qualify against the criteria your sales leaders set, so meetings are not just booked, they are worth taking. We confirm appointments before they happen to keep no-show rates low and reschedule politely when needed. Reports show meetings booked, meetings held, and the conversion from held meetings to opportunities. The program runs daily and scales with your hiring plan. When reps trust the meetings coming in, they stop screening and start selling, which is where their time is best spent.

Fit Check

Built for teams like yours

Who it's for

B2B sales teams
Field sales organizations
Financial advisors
Home services and trades
Healthcare and medical device firms

Pain points we solve

Reps waste time on unqualified meetings
High no-show rates on booked calls
Inbound leads sit too long before contact
Hard to balance calling and closing
Inconsistent meeting context for reps

What's included

Capabilities

Everything we cover in this engagement.

Outbound and inbound calling
Lead qualification to set criteria
Calendar integration and booking
Pre-meeting confirmation
Rescheduling and follow-up
CRM notes and handoff brief
No-show tracking and rework
Weekly performance reporting

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Criteria workshop

We agree on what makes a meeting worth taking.

02

Channel setup

We connect calendars, CRM, and dialer tools.

03

Agent training

Callers learn your story, ICP, and qualification bar.

04

Booking phase

Agents call, qualify, and place meetings on calendars.

05

Confirm and review

We confirm meetings and review performance weekly.

What you get

Deliverables & outcomes

What you get

Qualification criteria document
Calendar and CRM integration
Trained appointment setters
Pre-meeting handoff notes
No-show recovery process
Weekly meeting dashboard

Outcomes you can expect

More qualified meetings held
Lower no-show rates
Faster lead response time
Higher meeting-to-opportunity rate
Reps focused on selling

Timeline

4 to 5 weeks to launch

Engagement

Monthly retainer, Project, Sprint

Tools we use

Calendly, Chili Piper, Salesforce, HubSpot, Outreach

KPIs we track

Meetings booked, meetings held, show rate, meeting-to-opportunity rate, time to first meeting

Client stories

What clients say

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.

Proof