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Home » Glossary » Appointment setting

Appointment setting


What is appointment setting?

Appointment setting is the process of delegating prospects to sales representatives, allowing sales closers to focus on qualified leads.

It is also the practice of organizing appointments with prospective clients. This can be done through your own salespeople or by a third party.

What is appointment setting?
What is appointment setting?

Why is appointment setting important?

An appointment setting can help your organization stand out in the industry. The more time you invest in marketing your products, the faster your firm will expand.

This sales strategy will help you establish a strong reputation in the industry and provide you with potential clients.

Lead generation vs. Appointment setting

The following are some of the differences between lead generation and appointment setting.


Appointment setting aims to bring your company in front of many new clients to make sales.

On the other hand, lead generation’s objective is to find potential clients who could be interested in your product or service.

Booking appointments is not part of lead generation. Instead, cold calling, networking, and recommendations are commonly used to establish a list of possible clients.


Appointment setting goes a step further by securing a date on the calendar and determining when to contact the prospect.

Lead generation is mainly about discovering potential clients and target audiences and then passing the information on to the firm to determine what to do next.


Appointment setting is a good solution for acquiring potential clients. The appointments appear on your calendar, and the sales staff contacts the prospect by phone, email, or in person on the scheduled day.

Lead generation is a simple task as well. However, you will be given information on a possible customer, but no appointment will be scheduled.


Lead generation is an excellent approach to building a more significant pipeline, closing sales, and engaging new clients.

However, appointment setting is a long-term solution that can develop better potential clients over time.

What does an appointment setter do?

The appointment setter works directly with prospective clients to arrange meetings for sales representatives.

They are also responsible for contacting leads from a provided list and explaining the product or service the firm offers to the prospect.

You answer their basic queries and establish their level of interest in your product or service.

The business’ goal is to convince the customer to make an appointment with a sales team member to close the deal.

What does an appointment setter do?

How do you become an appointment setter?

There are no formal educational qualifications beyond a high school diploma to become appointment setters, but this position requires remarkable skills and conversational flair.

As an appointment setter, you must be friendly, professional, and knowledgeable to give consumers a good impression of your firm.

Proficient appointment setters need to possess strong communication abilities as they engage with potential customers to schedule appointments on behalf of sales representatives.

Keep in mind that your goal is to select the interested consumers, which means you will be dealing with many people who aren’t.

What is the difference between an appointment setter and a sales representative?

The way of distinguishing between an appointment setter and a sales representative is their goal of attracting new prospective clients and retaining existing ones.

The prospect should speak with sales reps according to the appointment setting. The sales professionals want the potential customer to buy their service or product.

While an appointment setter may know much about the merchandise or service, they will not have the same depth of experience as a sales representative.

What is the difference between an appointment setter and a sales representative

What is a B2B appointment setting?

B2B appointment setting is a sales development activity within which skilled sales representatives call, follow up with, and sustain quality sales leads.

It aims for sales representatives to schedule an additional representative who will provide a more extensive sales talk and secure a deal.

Outsourcing appointment setting through Outsource Accelerator

Outsourcing appointment setting through Outsource Accelerator revolutionizes the way businesses expand their networks and foster relationships.

By leveraging specialized expertise, customized approaches, and a commitment to quality, this strategic move empowers businesses to achieve unparalleled growth.

Crafting a seamless appointment-setting strategy through Outsource Accelerator empowers businesses not just to expand their client base but also to nurture enduring partnerships.

By embracing this innovative approach, entrepreneurs can propel their enterprises toward sustainable growth.

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Outsource Accelerator is the trusted source of independent information, advisory and expert implementation of Business Process Outsourcing (BPO).

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Outsource Accelerator offers the world’s leading aggregator marketplace for outsourcing. It specifically provides the conduit between world-leading outsourcing suppliers and the businesses – clients – across the globe.

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About Derek Gallimore

Derek Gallimore has been in business for 20 years, outsourcing for over eight years, and has been living in Manila (the heart of global outsourcing) since 2014. Derek is the founder and CEO of Outsource Accelerator, and is regarded as a leading expert on all things outsourcing.

“Excellent service for outsourcing advice and expertise for my business.”

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