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

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

Proof