Appointment setting FAQ: how we work with B2B companies

B2B Appointment Setting has been in business for 20 years in its current model as a virtual company, providing high-quality revenue opportunities to our clients. The company itself was founded in 2000; you can read the full story on our history page.

Most of our work is complex appointment setting, lead generation, and lead qualification. We also handle what companies need to build and sustain a pipeline, including event registration, pre- and post-event trade show support, lead nurturing, market intelligence, and data cleansing. Our expertise comes from thousands of successful campaigns and our management team’s experience.

Our primary industries are healthcare, technology, education, consulting, manufacturing, and financial services. That’s not a limit: we’ve worked in many other industries as well. If your market isn’t on the list, tell us about it in a consultation and we’ll discuss relevant experience.

Yes. All B2B Appointment Setting callers speak English as a first language and are based in North America. That helps them hold natural, credible conversations with business decision-makers, pick up on the nuances of what a prospect is saying, and represent your company the way your own team would.

Yes. We assign callers with business experience in the primary industries we serve, and they arrive with inside and outside sales, appointment setting, or lead generation experience. Their average age is roughly 42 to 45. They know how to build relationships with prospects and understand the importance of protecting your brand.

No, we don’t. We only make business-to-business calls. Our hiring, training, campaign design, and qualification methods are all built around reaching and speaking with decision-makers at companies, which is why we don’t take on consumer calling programs of any kind.

B2B Appointment Setting has developed its own cloud-based software application that manages both the campaign data and the callers. It supports efficient calling, accurate data collection, detailed reporting, and data analysis, and it lets us capture the specific information you want from each conversation.

Every new client starts with a customized test campaign. We deploy at least two callers and aim to set as many high-quality appointments as possible. We then measure the results to establish a realistic run rate for your campaign and share it with you, so you can judge how effective the approach is.

Whatever you need. Beyond appointments, calls can capture updated contact details, sales and market intelligence, competitive and organizational information, and utilization data. An outbound campaign also promotes your brand, surfaces quick wins, uncovers future opportunities you wouldn’t otherwise reach, and leaves you with a more current database.

We operate as your outsourced inside sales team. Campaigns are set up for transparency, so the prospect experiences a conversation about your company rather than about a vendor, and can’t tell whether the caller is an employee or a contracted partner.

Our onboarding process builds a deep understanding of your company and offer, which we pass to the callers so they can speak with confidence. On every call, their first objectives are to protect your brand and clearly explain your value proposition. We prioritize quality over quantity and only book prospects who meet your criteria.

Yes, a whole team. B2B Appointment Setting assigns each campaign the callers dedicated to it, an account manager, and a data manager, with daily oversight from our management team. You always know who to talk to about targeting, feedback, or reporting.

Thanks to our own campaign application, we can typically launch within two weeks of contract signing. That timeline depends on a timely response from your side, such as source documents, contact data, and help with logistics, so we’ll agree on what’s needed during planning.

Over our 20-year history, we’ve become known for our focus on quality, outstanding client service, and commitment to the success of every campaign. Our management team brings more than 90 years of combined experience. Our experience, technology, knowledge, and callers all matter, and together they set us apart in a crowded field.

We follow do-not-call lists and honour every opt-out. If someone asks not to be contacted again during a call, that request is recorded against the record and future dialing on that contact stops. Because we only make business-to-business calls, the lists we work from are business lists agreed with you, and suppression requests are tracked alongside your campaign data. See how the same practice applies in regulated industries.

Call recording is configured per campaign and agreed with you during setup — whether recordings are on, who may listen to them, and how long they are kept. Recordings are used for quality review and training, which is how we check that callers represent your company as agreed. If recordings are part of your programme, the access and retention terms are set out in the campaign agreement.

You do. Prospect records, qualification notes, call activity, meeting details and any agreed recordings belong to your campaign. Ownership, access, retention and export of that data are settled in the campaign agreement before calling begins, so you know what you can pull and when. Our appointment setting cost guide covers the same ownership questions to ask any provider.

Our callers are based in North America and work from the business-to-business lists you approve. If your campaign reaches decision-makers in Europe or Canada, your team confirms which rules apply to your activity before launch, and we call to the messaging and contact rules you agree. We follow do-not-call lists and honour opt-outs on every record, wherever the contact is located.