Appointments
Appointment Setting
What it is
Appointment setting is an outbound service focused on booking qualified sales meetings between a company and prospects who fit its ideal customer profile. It coordinates email, phone and social outreach with the single goal of a confirmed meeting on the sales team's calendar.
Keep my closers' calendars full of qualified meetings.
What is included
- Target list and ICP alignment
- Multi channel outreach
- Qualification before booking
- Calendar scheduling and confirmations
- Reminders to reduce no shows
- Reporting on booked and held meetings
How it works
- 01
Align
Confirm ICP and qualification criteria.
- 02
Reach out
Sequence email, phone and social.
- 03
Qualify
Confirm fit before scheduling.
- 04
Book
Place confirmed meetings on the calendar.
- 05
Protect
Send reminders to keep show rate high.
Best fit
- Sales teams with closing capacity
- Companies measuring on meetings held
- Predictable pipeline goals
What it moves
- Meetings booked
- Show rate
- Qualified meeting rate
- Meeting to opportunity rate
Built for your industry
Appointments for B2B SaaS companiesSoftware companies that sell to other businesses and live or die by predictable pipeline and efficient growth.Appointments for marketing agenciesAgencies that are excellent at delivering client work but inconsistent at filling their own new business pipeline.Appointments for recruiting and staffing firmsFirms that win on placements and need a steady flow of new client companies, not just candidates.Appointments for professional services firmsConsulting and advisory firms whose senior people are the product and have little time to prospect.Appointments for AI software companiesCompanies selling AI products into the enterprise, where the category is crowded and buyers are skeptical of hype.Appointments for sales technology companiesVendors selling to sales leaders who are themselves expert at outbound and judge every message they receive.Appointments for marketing technology companiesMarTech vendors selling into marketing teams under pressure to prove pipeline contribution.Appointments for HR technology companiesHR and people platform vendors selling into cautious, compliance aware buying committees.
Frequently asked questions
How do you keep no shows low?+
Meetings are qualified before they are booked and confirmed with reminders, which keeps show rate higher than volume first booking.
What is the difference between appointment setting and lead generation?+
Lead generation creates qualified interest. Appointment setting takes that interest all the way to a confirmed meeting on your calendar. The end deliverable is a held conversation.
Related services
SDR OutsourcingDedicated sales development resources that prospect, qualify, manage outreach and book meetings as an extension of your team.B2B Lead GenerationTarget account identification, contact discovery and prospect research that turns a market into a working pipeline.Cold Calling ServicesHuman led prospecting calls focused on opportunity generation, qualification and pipeline development.
Ready to turn cold prospects into booked meetings?
Get a pipeline plan built around your ICP, your deal size and the channels your buyers actually answer.