Define your Ideal Customer Profile (ICP) within your target accounts with an ABM list, or by company size, industry, geography, and job level. For optimal results, focus on buyers your sales team has historically converted quickly. 

All appointment setting campaigns begin with a targeted content syndication program to identify engaged prospects. Choose content that clearly articulates your product’s value proposition, and how your solution to your buyer’s problem is differentiated from the broader market.

Following the initial content download, our team follows up with your target buyers over the phone to gauge their interest in meeting with one of your experts. This can take days or even weeks, so we’ll combine outbound calls with scripted voicemails and email follow ups until we engage the prospect or exhaust the opportunity.

Leveraging Calendly, Chili Piper, or another preferred scheduling tool, our rep will schedule the appointment with the prospect while speaking with them. This allows us to confirm acceptance of the appointment, and to ensure we can answer any of the buyer’s questions about their upcoming appointment with your SDR or sales rep. 

When your SDR or sales rep receives a calendar invite for your appointment setting program, they need to act quickly. Ideally, they should accept the appointment and introduce themselves to the prospect the same day. We’ve found it’s best to follow up with prospects every few days leading up to the appointment so they don’t reschedule, cancel, or forget. We’ll reschedule or completely replace any prospects that don’t show up for their scheduled appointments with your SDR or sales rep.