Appointment Setting

At times, turning a prospect into a customer can be as simple as a face-to-face meeting set at the opportune time. But with busy staff the simple act of appointment setting can sometimes slip through the cracks and result in missed relationships and lost revenues.

Get the most out of your sales staff’s time by utilizing our appointment setting services. We will work with you to identify which tasks we can perform on your behalf and which are better left with your team including:

• Identifying the optimal date and time for the customer/prospects’ buyer to meet your sales team
• Sending calendar invitations through your system, as appropriate
• Updating your Customer Relationship Management (CRM) system is updated with current contact and appointment information
• Sending pre-set agenda or other related documents to prepare for the meeting
• Placing a reminder call or email to confirm