AI Appointment Setters

Overview

What we deliver

We deploy AI agents that call, text, and follow up with leads until they book a meeting that matches your fit rules.

We build AI appointment setters that work your inbound and outbound leads, qualify them against your criteria, and book meetings on the right rep’s calendar. The agent uses voice, SMS, and email follow-up to reach people and hold short conversations that confirm intent, budget, and timing. We configure the qualifying questions, calendar logic, and routing rules with your sales leaders so only the right meetings make it through. Bookings sync to your CRM with notes, transcripts, and lead scores attached. We also set up reminder sequences and reschedule flows to reduce no-shows. Every week we review booked calls and adjust prompts, questions, and routing to keep show rates high. We work with sales teams that want steady meeting flow without hiring and training large SDR groups. The agent runs across time zones and outside business hours.

Fit Check

Built for teams like yours

Who it's for

B2B SaaS sales teams
Coaching and consulting firms
Marketing agencies
Financial advisors
Home services companies

Pain points we solve

Slow lead follow-up
Calendars filled with unqualified meetings
High no-show rates
Rep time spent on scheduling
Lost leads from missed callbacks

What's included

Capabilities

Everything we cover in this engagement.

Lead outreach by voice, SMS, and email
Qualifying question scripts
Calendar booking logic
Round-robin and rep routing
Reminder and reschedule sequences
CRM sync with notes and scores
No-show recovery flows
Weekly reporting

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Define

We agree on fit rules, scripts, and routing logic.

02

Build

We set up the agent, channels, and integrations.

03

Test

We run sample leads and confirm bookings flow correctly.

04

Launch

We turn on outreach and monitor first bookings.

05

Optimize

We review show rates and tune scripts each week.

What you get

Deliverables & outcomes

What you get

AI appointment setting agent
Qualifying script and routing rules
Calendar and CRM integration
Reminder and reschedule sequences
Booking reports
Optimization log

Outcomes you can expect

More qualified meetings booked
Higher show rates
Faster lead response times
Lower no-show rates
Less rep time on scheduling

Timeline

3 to 6 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Vapi, Retell, Calendly, HubSpot, Salesforce

KPIs we track

Lead-to-meeting rate, Show rate, Time to first contact, Meetings per week, No-show rate

Client stories

What clients say

"

We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.

Kyle A.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof