Call Center & Business Support
Qualified meetings in your sales calendar.
We identify prospects that match your criteria, qualify their interest, and book consultations or meetings with your sales team. Every meeting is confirmed before it happens, and every booking arrives with the notes your team needs.
- Qualification criteria you approve
- Confirmations and reminders included
- Handoff notes with every booking
When sales time goes to the wrong conversations.
Appointment setting is for businesses whose salespeople should spend their time in meetings, not in finding, qualifying, and scheduling them.
Who it's for
B2B service and product companies
Businesses that sell through consultations, demonstrations, or site visits.
Small sales teams
Teams where the same people prospect, qualify, and close, and their calendars show it.
Businesses entering a new segment
Companies testing interest from a new type of customer before committing more sales time.
Need ongoing account research, relationship follow-ups, and CRM upkeep rather than new meetings? See Business Development Support.
Problems it addresses
Salespeople spend the day prospecting.
Time that should go into meetings and proposals goes into research and first calls.
What changes: Prospecting and first conversations handled before your team gets involved.
Meetings with people who were never a fit.
Anyone willing to talk gets a booking, so the calendar fills with unqualified calls.
What changes: Qualification against criteria you approve before any meeting is booked.
No-shows waste prepared time.
Meetings booked weeks ahead are forgotten, and the slot is lost.
What changes: Confirmation and reminder contacts before every appointment.
Notes get lost between booking and meeting.
Your team opens the call by asking questions the prospect has already answered.
What changes: A handoff summary with each booking: who they are, what they need, and what was discussed.
What appointment setting covers.
The work ends when a qualified prospect is booked, confirmed, and handed to your team. Ongoing pipeline work sits with business development support.
Prospect identification
A list of organisations and contacts that match the profile you define, built from sources agreed with you.
Typical tasks
- Target profile definition
- Prospect list building and checks
- Identifying the right contact roles
Lead qualification
Conversations that check fit, need, timing, and role in the decision against your criteria.
Typical tasks
- Agreed qualification questions
- Fit and timing notes
- A clear qualified or not-yet status
Appointment and consultation booking
Meetings booked into the availability your team releases, using the booking method you choose.
Typical tasks
- Booking into released slots
- Meeting details and invitations
- Rescheduling requests
Meeting confirmations and reminders
Contact before each meeting to confirm attendance and share anything the prospect should prepare.
Typical tasks
- A confirmation contact
- A reminder before the meeting
- Reschedules handled and recorded
Qualified-lead handoff
Each booking reaches your sales team with a summary they can read in a minute.
Typical tasks
- A handoff summary for every lead
- Records updated in your system, where access is agreed
- No-show and outcome follow-up
Where we stop
Proposals, pricing, negotiation, and closing stay with your sales team.
From prospect to booked meeting.
Every lead passes the same qualification gate, so your team can trust what reaches the calendar.
Define the target
We agree the customer profile, the offer, the qualification criteria, and what a first meeting should achieve.
Handoff: Target profile and criteria
Build and check the list
Prospects are identified from agreed sources and checked against the profile before anyone is contacted.
Handoff: Approved prospect list
Reach out and qualify
Agents make contact through the agreed channels and work through the qualification questions.
Handoff: Qualification notes
Book and confirm
Qualified prospects are booked into your availability, then confirmed and reminded before the meeting.
Handoff: Confirmed meetings
Hand off and learn
Your team receives the summary. After the meeting, you tell us how it went, so targeting keeps improving.
Handoff: Handoff summary and meeting feedback
The qualification gate
A meeting is booked only when a prospect meets the criteria you approve. Typical criteria look like this, and yours are set during scoping.
Qualification criteria
- Matches your target profile, such as sector, size, or location
- Has a need your product or service addresses
- Makes the decision, or is directly involved in it
- Expects to act within a timeframe you agree
- Has agreed to the meeting and understands its purpose
Where each lead goes
Qualified
Booked, confirmed, and handed to your team with notes.
Not yet
Recorded with a reason and a recontact date, if you want them followed up later.
Not a fit
Recorded with the reason, so the target profile can be refined.
Every booking, accounted for.
Reporting follows each prospect from first contact to meeting, so you can see where interest is won or lost.
What you receive
- An agreed target profile and qualification criteria
- A prospect list with the status of every contact
- Booked meetings with handoff summaries
- Confirmation and reminder records
- A regular report on outreach, qualification, and bookings
Measures we agree with you
- Prospects contacted
- How many people on the list were reached.
- Qualification rate
- How many conversations met the agreed criteria.
- Meetings booked and held
- How many bookings were made, and how many took place.
- No-shows and reschedules
- Where meetings fell through, and why.
- Meeting feedback
- Your team's view of lead quality, which feeds back into targeting.
Targets and reporting frequency are agreed during scoping. We do not promise a fixed number of meetings or sales.
How we coordinate with your team
Released availability
Your team keeps its calendar current, and we book only into the slots you release.
Meeting feedback
A short outcome note after each meeting helps us refine who we contact next.
Criteria reviews
Qualification criteria are reviewed with you as you learn which meetings turn into business.
Appointment setting questions.
Worth discussing in your first enquiry
- Who your ideal customers are, and why they buy
- What your sales team needs to know before a meeting
- The criteria that make a lead qualified for you
- How your team's calendars and availability work
- Where prospect lists could come from
- What happens after a first meeting today
Lead generation and appointment setting finds and qualifies new prospects and books first meetings. Business development support is ongoing work around your pipeline: account research, relationship follow-ups, and CRM administration.
No. The number depends on your market, your offer, and your criteria. We agree targets as working goals and report openly on what the outreach produced.
Outreach channels, such as phone and email, are agreed during scoping, based on your audience and the rules that apply to contacting them.
Yes, if you give us access to a booking link or calendar. Otherwise we agree another method, such as offering times your team has released.
We contact them to rebook where they agree, record the reason, and report no-shows, so the confirmation process can improve.
You do. Prospect records, notes, and handoff summaries are shared with you and kept in the system you choose.
Start your lead generation enquiry
Tell us what needs to be done.
Share the bottleneck, the timing, and what a useful outcome looks like. We review the context and reply with a useful next step.
Prefer email? hello@eaglexor.com