Turn Leads Into Booked Conversations
Agents who call your leads quickly, qualify them against your criteria and put real appointments in your sales calendar.
Final pricing depends on hours, shift timing, campaign difficulty, experience required and coverage. Telecom billed separately.
What usually prompts the call
You pay for leads, then let them cool. Your closers spend their day dialling unqualified names instead of sitting in front of buyers, and the lead you paid forty dollars for is called two days late.
How this service works
A dedicated setting team calls new leads fast, works through your qualifying questions, handles the basic objections and books only the appointments that meet your criteria — with the CRM updated either way.
What agents do
Scope is agreed in writing during onboarding. Agents work within it and escalate anything outside it.
- Fast first contact on new inbound leads
- Qualification against your written criteria
- Handling common questions and light objections
- Booking into your calendar or scheduling tool
- Confirmation and reminder contact where agreed
- Rescheduling no-shows and cancellations
- Disqualifying and tagging leads that do not fit
- CRM updates on every attempt and outcome
Ideal for
This service tends to fit businesses in the following positions.
- Solar installers
- Roofing contractors
- HVAC companies
- Insurance agencies
- Real estate teams
- SaaS companies with demo funnels
- Marketing and creative agencies
- B2B service providers
- Home improvement businesses
- Professional services firms
What actually happens, step by step
Your version of this is agreed during onboarding — this is the shape it usually takes.
- Lead received A new lead arrives from your ads, website, list or CRM queue.
- Agent contacts the lead The agent calls within your agreed speed-to-lead window and follows your attempt cadence.
- Qualifies the prospect Your qualifying questions decide whether this lead is worth your closer's time.
- Handles basic questions Common questions and light objections are answered from approved talking points.
- Books the appointment The meeting goes into your calendar in the slot your sales team has made available.
- Updates the CRM Outcome, notes and next action are recorded against the lead record.
- Sales team receives a qualified appointment Your closer gets a booked conversation with the qualifying context already captured.
What you get back
Reporting is agreed during onboarding and built around what you will actually read. For this service it typically covers:
- Leads contacted and attempt counts
- Contact rate and speed to first dial
- Appointments booked and confirmed
- Disqualified leads with reasons
- Reschedules and no-show follow-up
We do not guarantee a number of appointments. Booking volume depends on your lead quality, offer, pricing, market and calendar availability — factors that sit outside our control. We commit to staffed hours, agreed activity levels and honest reporting.
Appointment Setting FAQs
Do you guarantee a number of appointments per day?
No, and we would be careful with anyone who does. Appointment volume depends heavily on your lead source, offer and market. We commit to the agent hours, the call activity and accurate reporting on what happened.
Who provides the leads?
You do. Agents work the leads and lists you supply, and you are responsible for sourcing them lawfully with the necessary permissions for the contact method used.
Can setters book directly into our calendar?
Yes, given access to your scheduling tool or CRM calendar. You control which slots are bookable.
What counts as a qualified appointment?
Whatever you define during onboarding. We write your criteria into the script and the disposition rules so that "qualified" means the same thing to your team and ours.
Can agents call cold lists as well as inbound leads?
Yes, though cold B2B calling has its own compliance requirements. See our B2B telemarketing service and the compliance page before starting a cold campaign.
Often combined with
Most crews cover more than one channel. Combining an asynchronous channel with a live one usually gets more from the same hours.
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Related reading
What Does a Dedicated Support Agent Do?
What "dedicated" actually means, an hour-by-hour view of the work, and the boundaries worth setting before an agent starts.
7 min readRead →How to Outsource Appointment Setting
The definition work that determines success, why per-appointment pricing often backfires, and the metrics that show whether it is working.
9 min readRead →What Businesses Benefit From B2B Appointment Setters?
Five characteristics that predict whether outbound appointment setting will work for your business, and four situations where it will not.
8 min readRead →See exactly how this team gets built
Discovery, team design, agent selection, training, launch, QA, reporting and scaling — every stage has its own page.