Appointment Setting
Put qualified conversations on your calendar.
Outbound agents contact approved audiences, establish interest, confirm availability and schedule appointments using your criteria and calendar workflow.
SERVICE OVERVIEWA clear workflow from first contact to next step.
Outbound agents contact approved audiences, establish interest, confirm availability and schedule appointments using your criteria and calendar workflow. Every project is scoped with the client before launch, including scripts, permissions, service levels and reporting.
- Audience and contact permission review
- Discovery and qualification script
- Calendar booking and reminders
- Show-rate and disposition reporting
What to have ready
- Your calendar rules, availability and booking windows
- The profile of a prospect worth meeting
- A short script covering the value of the meeting
- Confirmation and reminder messages you approve
Frequently asked questions
What does an appointment setter do?
An appointment setter contacts approved prospects, establishes interest, confirms availability and books a meeting on your calendar for your sales team.
Who sets the criteria for a good appointment?
You do. We agree who qualifies, what the prospect must confirm and what a booked appointment means, so reports match your expectations.
Can reminders be sent to reduce no-shows?
Yes, where agreed. Confirmation calls or messages before the meeting can be added to the workflow, using wording you approve.
Let's define your requirements.
Availability and delivery depend on project scope, territory and agreed controls.