Appointment Setting

Outsourced appointment setting is hiring a dedicated SDR through an agency to prospect your market, run the calls and emails, qualify the interest and book meetings on your team's calendar. You keep the selling. The rep works only for you, inside your CRM, under your pitch and your qualifying criteria.

A ramped rep books around 20 qualified meetings a month. The number depends on your market, your list and how tight the qualifying criteria are, so we set a target with you during onboarding and review it against actuals every week.

Your rep is live in one to two weeks: interviews, then training on your pitch, your tools and your qualifying questions before the first call goes out. First meetings usually land in the first month. Plan on two to three months for the program to hit its stride, since the early weeks go into tightening the list and the script.

Your ICP and the qualifying questions a meeting must pass, the pitch and the rebuttals your best reps use, access to your CRM and calendar, and a feedback loop: in the first weeks we review every booked meeting with you and tighten the script. Our trainers run all of that before the first call goes out, so a rep is live in one to two weeks.

By not starting from zero. Every rep we shortlist already has at least three years of outbound B2B experience, so training covers your pitch and your market, not how to cold call. A dedicated trainer builds the scripts and qualifying questions with your approval, the rep practices them before launch, and our quality team scores every call in the first weeks so corrections happen in days, not quarters.

Yes. Before launch we write routing rules with you: by territory, segment, deal size, or round robin. Your rep books into each closer’s calendar by those rules, in the prospect’s time zone and inside the closer’s working hours. When the rules change, the rep follows the new ones from that day.

Who the prospect is, their role and company, the problem they described, their answers to your qualifying questions, and anything they asked that your closer should be ready for. It sits in your CRM alongside the invite, so your closer can read it in a minute and pick up where the last conversation left off.

By qualifying harder and confirming twice. A meeting only counts if the prospect has the problem, the authority and a reason to take the call, so weak meetings never get booked in the first place. The rep then confirms the slot in writing and again before the meeting. Our average show rate on meetings set is 82%, and we review every no-show with you.

Your rep owns the follow-up. They reach out the same day to find a new time with the same closer, update the meeting in your CRM, and let the closer know. Confirmations and reminders keep misses low in the first place, which is how our average show rate on meetings set is 82%. Your account manager reviews no-show patterns with you every week.

Yes. The same dedicated SDR handles the replies to the sequences they run: qualifying interested prospects, handling objections and booking the meeting, so nothing sits unanswered in an inbox. If you only need the inbox covered, we staff that as its own role.