1,664 warm appointments set to date

We'll call a niche segment of your warm database on your behalf to book appointments for you. We charge $2.50 per name (includes an email, live call, voicemail, and text). Your first 250 appointment-setting calls are free.

Curious how it works?

Watch the free course

Time: 2h 47min

 You'll learn how to hire an appointment setter to book appointments from your warm database with a clear strategy, correct technical setup, and bespoke, laser-focused messaging to a niche list.

Listen to Our Appointments Setters

Meet Rosanna - Appointment Setter Example
12:50
Meet Anthony - Appointment Setter Example
18:18
Meet Janzen - Appointment Setter Example
24:30

Lesson 1: The Professional Firm Model

Frank discussed the importance of working with warm leads in appointment setting rather than cold calling strangers, explaining that appointment setters should focus on individuals who already have a connection or interest in the company. He clarified the distinction between warm lead appointment setting and outbound appointment setting, and shared strategies for scaling up efforts by reaching out to a large number of warm leads daily. The discussion emphasized that appointment setters are not salespeople and should not be expected to handle high-level consultative calls, with suggestions for creating warm leads through past clients, website visitors, and social media connections.

 

Lesson 2: Make 50-70 Attempts a Day

Frank presented a professional appointment-setting model emphasizing quality over quantity, recommending 50-70 comprehensive attempts per day using various communication channels. He discussed the logistics and costs of running an appointment-setting operation, including labor and software expenses. The team learned about implementing this approach effectively, with Liz demonstrating strategies for successful lead nurturing and conversations.

 

Lesson 3: Set 1 Appointment Every Day

Frank discussed the fundamental objectives and metrics for appointment setting, including the distinction between "met" and scheduled appointments, along with specific targets for daily attempts and monthly conversions. He outlined the associated costs of hiring appointment setters and provided guidance on budget allocation. The discussion concluded with an overview of the scheduling and confirmation process for client appointments.

 

Lesson 4: The Daily 30-Minute Huddle

Frank emphasized the importance of daily huddles and proper training for appointment setters to ensure their success and well-being, while also addressing the emotional challenges of the job. He and Liz discussed the results of her outreach efforts and suggested reviewing communication materials to improve messaging effectiveness. Frank shared strategies for leading and motivating appointment setters, including using metaphors and focusing on both technical and human aspects of leadership.

 

Lesson 5: Appointment Setter Job Description

 
Frank discussed creating a clear and narrowly defined appointment setter job description that would appeal to both local and international candidates. He provided detailed guidance on writing an effective job advertisement, including key elements like title, responsibilities, working hours, compensation, and benefits. Frank also recommended using Seek.com to research and compare similar Southeast Asia job listings in order to make the advertisement stand out among competitors.
 

Lesson 6: Hiring Your Appointment Setter

  
Frank discussed various hiring options for appointment setters and voice talent, including the use of staffing agencies, job boards, and online platforms like Upwork. He provided detailed guidance on the process of hiring through Upwork, including creating job ads, setting competitive rates, and evaluating candidates from different countries. Frank emphasized the importance of having a clear job strategy and description, while highlighting the flexibility and cost-effectiveness of hiring through Upwork for real-time assessment of candidates' performance, including the appointment setter job offer letter to use when you're ready to make your hire.
 

Lesson 7: Setting Up Your CRM Correctly

Frank discussed the importance of setting up a clean and well-organized CRM system for new hires, recommending Zoho CRM as an affordable option. He explained the process of generating and managing leads and contacts in the CRM, including running campaigns and converting leads into appointments and deals. Frank also demonstrated how to set up and manage campaigns in Zoho CRM, emphasizing clear language and organization while addressing technical issues and potential solutions. 

 

Lesson 8: Setting Up Your Phone/SMS Correctly

The meeting focused on setting up and optimizing a business phone system using Zoom Phone, including discussions about local phone numbers, compliance requirements, and technical equipment recommendations. Frank provided guidance on various aspects of business communication, including proper documentation for DNC compliance, TCPA regulations, and the integration of phone systems with CRM platforms. The session concluded with recommendations for personalizing communication through iMessage and business iCloud accounts, along with advice on managing call recordings and maintaining legal compliance in business communications.

 

Lesson 9: Setting Up Your Email/Calendar Correctly

Frank provided guidance on setting up Google Workspace email accounts for appointment setters, emphasizing the importance of proper authentication and professional profiles. He discussed email formatting best practices, including signatures and personalization techniques to make emails appear less automated. The conversation concluded with recommendations for improving phone call sound quality and preparing for CRM system training.

 

Lesson 10: The Playbook/Messaging

Frank discussed the challenges and complexities of appointment setting, emphasizing the need for highly targeted and personalized messaging through comprehensive playbooks that include multiple outreach channels. He provided detailed instructions on lead research, contact verification, and effective outreach techniques, including specific advice on voicemail delivery and email authentication. Frank concluded by explaining the appointment-setting process, handoff procedures, and compensation structure while emphasizing the importance of proper follow-up and confirmation with clients. Here are the playbooks to start in order: (1) Past Clients (2) Referred/Reviewed (3) Sphere (4) Appointment/No Sale (5) Interested/No Appointment (6) Lead/No Response.

 

Lesson 11: Daily Training & Reporting

Frank discussed the importance of daily meetings and performance tracking for appointment setters, emphasizing metrics like hours worked and appointments set while stressing the need for a smooth handoff process and maintaining scripts for various responses. He advised against turning appointment setters into salespeople and instead focused on marketing as a scalable business model to reduce costs and increase efficiency. Frank and Liz completed a training session on appointment setting, covering best practices and tools for coaching, while addressing technical issues affecting Liz's performance and discussing key performance metrics for the role.