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B2B Appointment Setting Services

Our appointment setting service delivers face to face meetings, telephone calls, and video appointment setting via Zoom, Skype or Microsoft Teams with qualified prospects, to help you grow your business consistently.

We specialise in generating new leads by taking quality data lists, establishing new sales relationships and setting sales appointments.  In turn, this moves prospects through your sales funnel into face-to-face, or remote sales meetings.

The hardest part of any marketing and sales campaign is to take your prospect to the next level with a view to closing the deal. But sales is exactly that, a process and it all starts with cold-calling.

Toucan take full ownership of the lead and keep you fully up to date on cold, warm and hot sales leads.

Appointment setting supports you by:

1. Sourcing quality data
2. Qualifying leads
3. Booking sales appointments
4. Confirming the day before the appointment

FAQs about B2B Appointment Setting

What is B2B appointment setting?

B2B appointment setting involves placing calls to prospects from your marketing list, whether that is an existing database or a list newly generated as part of the campaign.

Prospects are nurtured until they become qualified leads, at which point an appointment is set for a convenient time, and the lead is handed to your sales team to complete the contract negotiations.

How can appointment setting help your business avoid time wasting?

Outsourced B2B appointment setting is fast. You offload the time-intensive process of placing calls, especially to a long list of prospects who have not yet been qualified.

In return, you get back a stream of qualified leads who are ready to convert to become paying customers, so your in-house account managers and sales teams can maximise their productivity and raise more revenues.

How much does outsourced appointment setting cost?

Every campaign is bespoke, for example a telesales campaign might be based on the number of calls placed and the number of appointments targeted.

The important thing to remember is that in general, outsourced appointment setting will generate new business leads to more than cover its own costs.

What is appointment setting in sales?

Appointment setting is the process by which a marketing prospect is scheduled for a sales call or face-to-face meeting.

It’s a critical moment in B2B telesales campaigns, as it marks the pivot point at which a loosely qualified prospect becomes regarded as a likely paying customer in the near future.

Why is appointment setting important?

Setting an appointment with a B2B telesales prospect is a clear statement of interest, and often a statement of intent to place an order.

More than that, it is essential to maintain a steady stream of incoming appointments, so that you do not risk wasting time or losing productivity by having sales reps and account managers sitting idle.

What is said when making an appointment?

The process of B2B appointment setting can sound like a normal conversation, but is designed to steer the prospect towards becoming engaged and giving you their time.

A typical call might start with a brief summary of the product or service on offer, followed by open questions to engage the prospect in conversation and help them to recognise the benefits of the product or service for them.

Once they are engaged, it’s a case of setting a date and time for an appointment, so a sales representative can attend and finalise any contract arrangements.

What are the most effective strategies for securing an appointment?

B2B appointment setting is not always easy, but there are strategies that can help to increase the overall success rate:

  • Placing follow-up calls especially if the prospect asked you to call later
  • Maintaining ongoing communication and positive relationships with prospects
  • Ensuring appointments can be set at a time and date convenient for the prospect

We have years of experience using these and advanced B2B appointment setting strategies as part of our B2B telesales service, with repeated huge success.

Ready for a quick chat about B2B appointment setting?

Let’s talk about generating new business, just call on 01260 294444 and we can discuss a plan that gets you in front of more qualified sales leads.

B2B sales appointments made for you

One man one job!

We know your salespeople don’t like all the leg work of making their own appointments, and truth be told their time is much better spent in front of potential clients closing the sale.

Being a telesales setting team means we are committed to connecting your business with the most relevant leads, this is our speciality. We always get an agreement for a call back, and we pursue the lead until we get a meeting, or until we know there is no interest. We will never pester someone, we know it is in your best interests to create a positive relationship from the beginning.

Working in tandem like this with your team ultimately makes the acquisition of sales-leads far more streamlined, leaving your team to get on with doing what they do best. Closing sales.

Quality sales-leads from your appointment setting partner

We want your company to succeed and we see ourselves as a critical part of your sales team. This means we’ll work closely with you to establish your perfect prospect, then provide you with high quality leads for you to convert to a sale during a face to face meeting.

Prior to the appointments being set, we will engage with leads and nurture them in order to establish a relationship and build a strong rapport. This professional approach provides a warm lead for the salesperson when they meet face to face.

Lead management and reporting

• Systems

Our bespoke system allows us to fully manage the lead from start to finish, taking all the headaches away from your field sales. This includes the lead being fully automated within our CRM, so we don’t miss any and we keep calling.

• Reporting

Full reporting can also be put in place to suit your requirements and support the measurement of success, including number of calls, decision maker calls, and call outcomes.

• R.O.I

The return on investment is easily measured. More appointments mean more leads, more sales and more revenue.

One client generated a contract worth £4 million from just one appointment set by the telesales team, and whilst this might not be typical, our team has hundreds of success stories helping to generate more revenue for our clients through quality sales appointment setting.

Get in touch for an informal chat and let’s talk about driving revenue with quality sales appointments.

Call our friendly team now on 01260 294444 or complete the online enquiry form.


I cannot recommend Toucan highly enough. They provide not only well-qualified appointments but their exceptional staff provide an experience that begins the process of a good working relationship before the first meeting.

Duncan Tranter, Deputy Managing Director
Vision Support Trading Ltd